Forum Discussion
Helper IIHierarchy and filter
Hello Friends,
i have a data set like below
| Agents | Policies sold | Entity key | Parent key |
| A | 13 | 1 | |
| B | 22 | 2 | |
| C | 5 | 3 | 1 |
| D | 20 | 4 | 3 |
| E | 20 | 5 | 2 |
| F | 10 | 6 | 2 |
The requirent is to create a matrix view in power bi with hierarchy and Agent filter as well. So if the user selects Agent 'A' in filter the view should be as below
| Agents | Policies sold |
| A | 38 |
| C | 25 |
| D | 20 |
and if the user select 'C' in Agent filter view should be
| Agents | Policies sold |
| C | 25 |
| D | 20 |
can this be done in power bi. Any suggestion would be of great help.
regards,
Gopi
2 Replies
- MFelix
Super User
Hi Gopinath_iyer ,
This is a common parent child pattern.
You need to follow the dax pattern show in this blog post by SQLBI guys.
If you need any assistance please get back to me.
Gopinath_iyerThanks,
i have implemented this and the hierarchy is coming fine, but when i use the Agent filter it is not working properly.
e.g, when i select 'C' in Agent filter
i am getting
Agents Policies sold A 25 C 25 but i want
Agents Policies sold C 25 D 20 basically i want to see the selected agent and his downline with their respective policies sold counts, but i m getting the selected agent and the upper level with the policies sold count of selected agent for all the agents.
