Forum Discussion

homer4184's avatar
homer4184
Advocate I
8 years ago

Hierarchy Per Unit Calculation

I am trying to do a hierarchy per unit calculation for 1 to many relationship tables. 

Name 2 is a hierarchy level where Name 1 is the low level of 2

     so when Name 2 = C that means Name 1 = A and B

 

at the top level i want to see the total for Name 2 for example C would be sum(ValueAmt) / 100

then the next level down have sum(ValueAmt) / 40 for Name 1 = A and sum(ValueAmt) / 60 for Name 1 = B

 

Below is tables as an example what I am trying to do.

Table A is Dollar Data information. Table B is units. 

 

Report is want I am trying to get to where [+] is going to go to the next level down

 

 

 

2 Replies

  • v-yuta-msft's avatar
    v-yuta-msft
    Community Support

    HI homer4184,

     

    You can create hierarchy based on Name2 and you can also use a matrix and drag Name2 and Name1 to column field.

     

    Regards,

    Jimmy Tao

    • homer4184's avatar
      homer4184
      Advocate I

      I get the hierarchy portion of it, the problem I am facing is the calculation of the Value

       

      Heres a better repsentation of the final result

       

      C                                                           D

      A          B             Sub Total C              R                          Sub Total D

      75         50           60                            22                         22