Hierarchical Formula Calculation

[rhcentennialh]

I need to develop a formula that returns the sum of values based on a hierarchical structure. My calculation will look at a list of codes, each code has a value attributed to it. In addition, some codes are linked to each other through a secondary hierarchical structure. Meaning that if two codes are listed that are linked, the value for the top hierarchical code is to be used and not the second.

Please see an example of the hierarchy structure:

Value of Code	Code list	Secondary Hierarch
5	8	9,10,11,12
4	9	10,11,12
3	10	11,12
2	11	12
1	12
5	46	48
2	48

To help further I have three examples and what the solution should be for each.

Example 1: Codes 8,10,46,48 are listed. The calculated value should =  10

Example 2: Codes 10,11,12 are listed, the calculated value should = 3

Example 3: Codes 12,48 are listed, the calculated value should = 3

[rhcentennialh]

Just to be more clear on the examples and how the secondary hierarchy should work.

Example 1: Codes 8,10,46,48 are listed. The calculated value should =  10 (Codes: 8+46)

Example 2: Codes 10,11,12 are listed, the calculated value should = 3 (Codes: 10)

Example 3: Codes 12,48 are listed, the calculated value should = 3 (Codes: 12+48)

[v-cherch-msft]

Hi @rhcentennialh 

You may try below measures.Attached sample file for your reference.

min_list = MINX(FILTER(ALLSELECTED(Code),Code[Hierarchy]=MAX(Code[Hierarchy])),Code[Code list])

Codes = IF(ISBLANK(SUM(Code[Secondary Hierarch .1])),SUM(Code[Value of Code]),CALCULATE(SUM(Code[Value of Code]),FILTER(Code,Code[Code list]=[min_list])))

Regards,

[rhcentennialh]

Thank you, however I need the formula to be more dynamic.

I will have a list of thousands of individuals each with a unique set of codes. I would like the formula to auto calculate the sum rather than having to select the codes individually in the selection box you provided.

[rhcentennialh]

After looking at your file more closely i belive what you did is correct, would you be able to provide addtional steps on how you created these formulas. I am having trouble following.

Thank you!

[v-cherch-msft]

Hi @rhcentennialh 

First,Split the columns in query editor.Then create the two columns in the table.

Max = MAX(MAX(MAX(Code[Secondary Hierarch .1],Code[Secondary Hierarch .2]),Code[Secondary Hierarch .3]),Code[Secondary Hierarch .4])

Hierarchy = CALCULATE(MAX(Code[Max]),FILTER(Code,Code[Code list]<=EARLIER(Code[Code list])))

Last,create the below measures to get the codes.

min_list = MINX(FILTER(ALLSELECTED(Code),Code[Hierarchy]=MAX(Code[Hierarchy])),Code[Code list])

Codes = IF(ISBLANK(SUM(Code[Secondary Hierarch .1])),SUM(Code[Value of Code]),CALCULATE(SUM(Code[Value of Code]),FILTER(Code,Code[Code list]=[min_list])))

Regards,

[rhcentennialh]

Thank you for the further explanation, I do have one last question.

Should the data table look like what is below? This is the real data with many more codes and relationships. Should 80 be represented in the 'Hierarchy" calculation between 1st Hierarchy Codes 27-60?

I ask because when I start calculating total values I don't get the correct answer on certain relationships.

[rhcentennialh]

Please see the complete database below. Would you be able to recreate the formula and PowerBI example from this data set? 

Thank you again for all of the help over the past few days!

	Codes
Value	Hierarchy 1	Hierarchy 2	Hierarchy 3	Hierarchy 4	Hierarchy 5	Hierarchy 6
0.344	1
0.428	2
0.446	6
2.654	8	9	10	11	12
1.027	9	10	11	12
0.675	10	11	12
0.309	11	12
0.153	12
0.307	17	18	19
0.307	18	19
0.106	19
0.554	21
0.262	22
0.212	23
0.913	27	28	29	80
0.381	28	29
0.153	29
0.243	33
0.308	34
0.315	35
0.431	39
0.426	40
1.394	46	48
0.683	47
0.214	48
0.368	54	55	56
0.368	55	56
0.368	56
0.606	57	58	59	60
0.546	58	59	60
0.353	59	60
0.353	60
1.338	70	71	72	103	104	169
1.121	71	72	104	169
0.519	72	169
1.026	73
0.354	74
0.491	75
0.533	76
0.441	77
0.686	78
0.277	79
0.575	80
1.051	82	83	84
0.404	83	84
0.314	84
0.31	85
0.22	86	87	88
0.219	87	88
0.143	88
0.271	96
0.276	99	100
0.276	100
0.498	103	104
0.368	104
1.537	106	107	108	161	189
0.401	107	108
0.305	108
0.509	110	111	112
0.335	111	112
0.216	112
0.612	114	115
0.164	115
0.232	122
0.522	124
0.474	134	135	136	137	138
0.474	135	136	137	138
0.068	137	138
0.068	138
2.112	157	158	161
1.153	158	161
0.551	161
0.262	162
0.575	166	80	167
0.143	167
0.508	169
0.406	170
0.249	173
0.609	176
0.855	186
0.581	188
0.567	189

[rhcentennialh]

The calculation is working perfectly for all of the codes execept for the highlighted sections (Red). The issue from what I can gather is due to a jump in the hierarchy code(s) and that code(s) not being the next subsequent value in the list. Is there a way around this?

Value	Hierarchy 1	Hierarchy 2	Hierarchy 3	Hierarchy 4	Hierarchy 5	Hierarchy 6
0.344	1
0.428	2
0.446	6
2.654	8	9	10	11	12
1.027	9	10	11	12
0.675	10	11	12
0.309	11	12
0.153	12
0.307	17	18	19
0.307	18	19
0.106	19
0.554	21
0.262	22
0.212	23
0.913	27	28	29	80
0.381	28	29
0.153	29
0.243	33
0.308	34
0.315	35
0.431	39
0.426	40
1.394	46	48
0.214	48
0.683	47
0.368	54	55	56
0.368	55	56
0.368	56
0.606	57	58	59	60
0.546	58	59	60
0.353	59	60
0.353	60
1.338	70	71	72	103	104	169
1.121	71	72	104	169
0.519	72	169
1.026	73
0.354	74
0.491	75
0.533	76
0.441	77
0.686	78
0.277	79
0.575	80
1.051	82	83	84
0.404	83	84
0.314	84
0.31	85
0.22	86	87	88
0.219	87	88
0.143	88
0.271	96
0.276	99	100
0.276	100
0.498	103	104
0.368	104
1.537	106	107	108	161	189
0.401	107	108
0.305	108
0.509	110	111	112
0.335	111	112
0.216	112
0.612	114	115
0.164	115
0.232	122
0.522	124
0.474	134	135	136	137	138
0.474	135	136	137	138
0.068	137	138
0.068	138
2.112	157	158	161
1.153	158	161
0.551	161
0.262	162
0.575	166	80	167
0.143	167
0.508	169
0.406	170
0.249	173
0.609	176
0.855	186
0.581	188
0.567	189