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derekli1700's avatar
derekli1700
Helper III
1 year ago
Solved

How to make a selective Matrix Table

Hi,   I basically have this problem where i have a data sheet of 3 main tabs: 1. Top 20 stores and their volume each month 2. The top 5 customers each of those 20 stores and how they have contrib...
  • Khushidesai0109's avatar
    1 year ago

    Hiii derekli1700 

    1. Check Relationships in the Data Model

    • Your Stores table (Tab 1) should have a one-to-many relationship with the Customers table (Tab 2), linking via Store_ID.
    • The Customers table should have a one-to-many relationship with the Monthly Breakdown table (Tab 3) via Customer_ID.
    • Ensure all these relationships are set correctly and set to Single Direction (or Cross-filtering enabled if necessary).

    2. Check Aggregation in Your Measure

    • If you are using SUM([Volume]), the data might not be filtering down correctly. Try using:
      DAX
      CopyEdit
      Total Volume = SUMX(VALUES(Customers[Customer_ID]), SUM(MonthlyBreakdown[Volume]))
      This ensures that when you drill down into a store, the sum is dynamically recalculated based on the customers under that store.

    3. Verify That Customer Data is Unique Per Store

    • If Customer_ID appears under multiple stores in your dataset without a proper Store_ID filter, the volume calculation might not be filtering down correctly.

    4. Test Table Filters Using a Simple Table Visual

    • Add a simple table visual with Store, Customer, and Volume fields.
    • If all customers are still showing the same volume as the store, it confirms that filtering is not working.