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Jason_Walker
Frequent Visitor

How to Combine Data from Tables with Different Granularity Levels for a Visual

Not sure if what I need is possible but I'd like to use data from multiple tables with different levels of granularity in a visual. Right now the tables are joined at the sub-category level but one table has data at a lower granularity level. When I add in a column at the sub-category level to the visual, the total sub-category amount is shown at each detail level.

 

Is there a way to have the sub-category column only show up in the visual at the sub-total level ratgher than each detail level?

 

Here is a rough example of what I'm trying to describe:


Area Table (*Overhead is only tracked at the Area level

Jason_Walker_0-1706203267278.png


Region Table

Jason_Walker_2-1706203361792.png

 

When I try and combine the tables in a visual, the total Overhead for each Area is repeated for each Region.

Jason_Walker_3-1706203444334.png

 

What I'd like to do is have the Overhead only show up at the Area summary level, something like below.

Jason_Walker_4-1706203511689.png


Any way to do something like that in a visual?

1 ACCEPTED SOLUTION
Daniel29195
Super User
Super User

@Jason_Walker 

 

what you want to do is possible using dax . function isinscope if you are using a matrix,

 

example of the synthax : 

 

measure = 

 

switch(

true() , 

isinscope ( region) ,  balnk() , 

isinscope ( area ) ,  [Overhead for each Area calculation ]

 

 

let me know if it works for you .

 

 

If my response has successfully addressed your issue kindly consider marking it as the accepted solution! This will help others find it quickly. I would appreciate hitting that kudos button 👍🤠

 

View solution in original post

3 REPLIES 3
Jason_Walker
Frequent Visitor

Wanted to come back to this thread with the solution I found for those with the same issue. Big thanks to @Daniel29195 for mentioning the ISINSCOPE function as that is what ultimately worked. Here is the measure that worked and left no data in the Region rows for overhead.

 

Overhead = if(ISINSCOPE('Df-dim-Region'[Region]),BLANK(), sum('Df-Overhead'[Overhead Amount])).
Daniel29195
Super User
Super User

@Jason_Walker 

 

what you want to do is possible using dax . function isinscope if you are using a matrix,

 

example of the synthax : 

 

measure = 

 

switch(

true() , 

isinscope ( region) ,  balnk() , 

isinscope ( area ) ,  [Overhead for each Area calculation ]

 

 

let me know if it works for you .

 

 

If my response has successfully addressed your issue kindly consider marking it as the accepted solution! This will help others find it quickly. I would appreciate hitting that kudos button 👍🤠

 

I'm not quite sure how your formula works. Here are my tables:

Df-Area Stats

AreaOverhead


Df-Region Stats

RegionAreaSalesExpenses

 

Then I have two dimension tables


Df-dim-Area

Area


Df-dim-Region

Region

 

So would your formula look like this?

 

Overhead by Area =
switch(
    true(), 
    isinscope('Df-dim-Region'[Region]), blank(),
    isinscope('Df-Area Stats'[Area]), 'Df-Area Stats'[Overhead])

Or maybe add a [Region] column to my 'Df-Area Stats' table (with just blank values) and join that to my dimension table?

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