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Hello everyone,
My power bi desktop is getting data from the attached excel file. I am using matrix visual. Please look at my report output. Revenue is showing in three different levels because Subcategory, ParentCategory and GrandParentCategory all have the same value. How do i display only one revenue node if all Subcategory, ParentCategory and GrandParentCategory all have the same value. I do still need to display all four nodes operating expenses, practice operating expenses, personnel costs and employee taxes & benefits since they all have different values. I do have access to a master excel file so if changing excel is easier then i can do it in excel or i can do it in power bi if easier there. I already tried leaving values blank but empty rows(nodes) still showing up. Please help.
Hi @Atl
There are design differences between Excel and Power BI, let me get as close as possible to the results you expect.
Create a measure.
DisplayRevenue =
IF (
SELECTEDVALUE('Table'[Subcategory]) = SELECTEDVALUE('Table'[ParentCategory]) &&
SELECTEDVALUE('Table'[ParentCategory]) = SELECTEDVALUE('Table'[GrandParentCategory]),
IF(
ISINSCOPE('Table'[GLCATEGORY]),
SUM('Table'[SSGLACCOUNTIDOTHER]),
BLANK()
),
SUM('Table'[SSGLACCOUNTIDOTHER])
)
Here is the result.
If this does not meet your requirements, I suggest you adjust the table structure in Excel and then import it into Power BI Desktop for use.
Regards,
Nono Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Anonymous , Thank you for trying but i think you misunderstood. please review my post and screenshots again. Best,
DWGLACCOUNTID | SSGLACCOUNTID | SSGLACCOUNTIDOTHER | GLCATEGORY | RECORDCOUNT | Subcategory | ParentCategory | GrandParentCategory |
23|406 | 406 | 50600 | Employee Taxes & Benefits | 1 | Personnel Costs | Practice Operating Expenses | Operating Expenses |
23|416 | 416 | 60050 | Occupancy Expense | 1 | Practice Operating Expenses | Practice Operating Expenses | Operating Expenses |
23|420 | 420 | 60250 | Occupancy Expense | 1 | Practice Operating Expenses | Practice Operating Expenses | Operating Expenses |
23|58 | 58 | 50050 | Employee Salaries & Wages | 1 | Personnel Costs | Practice Operating Expenses | Operating Expenses |
23|858 | 858 | 50230 | Employee Salaries & Wages | 1 | Personnel Costs | Practice Operating Expenses | Operating Expenses |
23|877 | 877 | 65210 | Marketing | 1 | Other Opex | Practice Operating Expenses | Operating Expenses |
23|451 | 451 | 63200 | All Other Expenses | 1 | Other Opex | Practice Operating Expenses | Operating Expenses |
23|503 | 503 | 66050 | All Other Expenses | 1 | Other Opex | Practice Operating Expenses | Operating Expenses |
23|372 | 372 | 40160 | Patient Net Revenue | 1 | Revenue | Revenue | Revenue |
23|368 | 368 | 40120 | Patient Net Revenue | 1 | Revenue | Revenue | Revenue |
23|590 | 590 | 78400 | Depreciation & Amortization | 1 | Operating Expenses | Operating Expenses | Operating Expenses |
23|597 | 597 | 82100 | Other Revenue | 1 | Revenue | Revenue | Revenue |
23|596 | 596 | 82050 | Other Revenue | 1 | Revenue | Revenue | Revenue |
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