Forum Discussion
derekli1700
1 year agoHelper III
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...
- 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:This ensures that when you drill down into a store, the sum is dynamically recalculated based on the customers under that store.DAXCopyEditTotal Volume = SUMX(VALUES(Customers[Customer_ID]), SUM(MonthlyBreakdown[Volume]))
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.
Khushidesai0109
1 year agoSkilled Sharer
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:This ensures that when you drill down into a store, the sum is dynamically recalculated based on the customers under that store.DAXCopyEditTotal Volume = SUMX(VALUES(Customers[Customer_ID]), SUM(MonthlyBreakdown[Volume]))
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.