Hierarchy and filter

[Gopinath_iyer]

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

[MFelix]

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_iyer]

Thanks,

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.