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MintuBaruah's avatar
MintuBaruah
Icon for Helper III rankHelper III
4 years ago

Hierarchy in Table.

Hello @all,

 

Entity Table:

Role Name Status Segment
Associate Manager Imtiyaz Live_In Admin Institutional
Director Ryan Live/In Dissolution Institutional
Associate Manager Bhisham Live/In Dissolution Institutional
Director Ryan Live_In Admin Private
Associate Manager Bhisham  Live/In Dissolution Private
Director Ryan Live_In Admin Institutional
Associate Manager Girish Live_In Admin Institutional
Director Ryan Live/In Dissolution Institutional
Associate Manager Imtiyaz Live/In Dissolution Corporate

 

I have a data set that is similar to the above table.

I have to find the Count number of rows with the status "Live/In Dissolution".

This should be shown for the Different Segments

But the issue is that there is a hierarchy in the data i.e, "Associate Manager" comes under "Director".  So the Count of "Associate Manager" should also be added to the count of "Director".

I am trying to show this with the help of Matrix, but the "Director" in this case "Ryan" is not showing the added values.

 

This Is the Measure I am using to Count Rows:

CALCULATE(
    COUNTROWS('Entity Table'),
    FILTER('Entity Table','Entity Table'[Status]="Live/In Dissolution")
)

 

 

Please help resolve this issue.

Thank you.

Need Help

6 Replies

  • smpa01's avatar
    smpa01
    Icon for Community Champion rankCommunity Champion
    4 years ago

    Hi, MintuBaruah 

    in order to work with Hierarchy in DAX you need to utilize PATH function

    and in order utilize PATH function your data table must assign EMP# and the Manager No# like following

     

     

    | Role              | Name    | Status              | Segment       | Emp# | Manager |
|-------------------|---------|---------------------|---------------|------|---------|
| Associate Manager | Imtiyaz | Live_In Admin       | Institutional | 4    | 1       |
| Director          | Ryan    | Live/In Dissolution | Institutional | 1    |         |
| Associate Manager | Bhisham | Live/In Dissolution | Institutional | 2    | 1       |
| Director          | Ryan    | Live_In Admin       | Private       | 1    |         |
| Associate Manager | Bhisham | Live/In Dissolution | Private       | 2    | 1       |
| Director          | Ryan    | Live_In Admin       | Institutional | 1    |         |
| Associate Manager | Girish  | Live_In Admin       | Institutional | 3    | 1       |
| Director          | Ryan    | Live/In Dissolution | Institutional | 1    |         |
| Associate Manager | Imtiyaz | Live/In Dissolution | Corporate     | 4    | 1       |

     

     

    Once you have that, create one calculated column as following

     

    _path = PATH('Entity Table'[Emp#],'Entity Table'[Manager])

     

     

     

    Count = 
CALCULATE (
    COUNTROWS ( 'Entity Table' ),
    FILTER ( 'Entity Table', 'Entity Table'[Status] = "Live/In Dissolution" )
)

Count2 = 
CALCULATE (
    COUNTROWS ( 'Entity Table' ),
    FILTER (
        'Entity Table',
        'Entity Table'[Status] = "Live/In Dissolution"
            && 'Entity Table'[Role] <> "Director"
    )
)

_finalCount = 
VAR _0 =
    CALCULATE (
        MAX ( 'Entity Table'[_path] ),
        FILTER ( VALUES ( 'Entity Table'[Role] ), 'Entity Table'[Role] = "Director" )
    )
VAR _1 =
    CALCULATE (
        [Count],
        FILTER (
            ALLEXCEPT ( 'Entity Table', 'Entity Table'[Segment] ),
            PATHCONTAINS ( 'Entity Table'[_path], _0 )
        )
    )
RETURN
    _1 + [Count2]

     

     

    the Pbix is attached here

    https://1drv.ms/u/s!AkrysYUHaNRvhcV78HPm3Rzop5yb_A?e=Aw5DZz

     

     

    • MintuBaruah's avatar
      MintuBaruah
      Icon for Helper III rankHelper III
      4 years ago

      Hi smpa01 

       

      Thank you for the reply. 

      This solution is working but there is one problem I have to show this in a Matrix visualization and the Grand total is showing the wrong values (Please refer to Screenshot 1).

       

      Screenshot 1:

       

       

       

       

       

       

      Is there any solution to this issue as there is no option to disable this?