How to use Dax to source different table in Matrix

[yuching_chang]

Hi All,

I have a Matrix like this, at the Supplier level, I have indicator value differs across weeks

However, because the indicator value is calculated with complication, the values at  ID level can't simply be calculated by average or sum of values at Supplier level. Namely, currently when I collapse the matrix by ID, the value is false like below

 

As the Indicator calculation is complicated and needs sourcing many columns in DB, to avoid long loading time in PBI, I only grab the calculated Indicator from DB to my PBI table. To manage the value difference, I have 2 tables connected by "Primary Key".  

Would like to know, is it possible to source Table 2 for Supplier level value while source Table 1 for ID level if user collapse by ID...? Or there's any other better solutions to do this? Thanks for any suggestion in advance!

[v-deddai1-msft · Accepted solution]

Hi @yuching_chang ,

According to your screenshot, you data has a hierarchy(ID->Location->Supplier), right? Based on your sample data, please try to use the following dax(Since I don't know how you calculated the location value, I set it to sum of suppliers

Measure =
IF (
    ISINSCOPE ( Table2[Location] ),
    IF (
        ISINSCOPE ( Table2[Supplier] ),
        SUM ( Table2[Indicator] ),
        CALCULATE (
            SUM ( Table2[Indicator] ),
            FILTER ( Table2, Table2[Location] IN DISTINCT ( Table2[Location] ) )
        )
    ),
    CALCULATE ( MAX ( Table1[Indicator] ), Table1[ID] IN DISTINCT ( Table1[ID] ) )
)

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Best Regards,

Dedmon Dai

[yuching_chang]

hi @v-deddai1-msft 

really thank you for the instruction and it does work!! But still one related question: is it possible to consolidate all data in 1 table and leverage this Dax? like below

The reason is I actually have indicator value differences at ID, Location, Supplier levels (maybe more later), and found if I separate into tables, I'll have too many tables...However, if i have the tables combined into 1, the Matrix will display the aggregated value as "All"...but I still need the Matrix to run the originally desired function - to show aggregated value only when users collapse...

Not sure if combined table can still serve the desired visuals..thanks in advance!

[v-deddai1-msft]

Hi @yuching_chang ,

Please refer to the measure:

Measure = 
IF (
    ISINSCOPE ( 'Table'[Location] ),
    IF (
        ISINSCOPE ( 'Table'[Supplier] ),
        SUM ( 'Table'[Indicator] ),
        CALCULATE (
            SUM ( 'Table'[Indicator] ),
             'Table'[Supplier] = "ALL"
        )
    ),
    CALCULATE ( SUM( 'Table'[Indicator]),FILTER(ALL('Table'[Location]),'Table'[Location] = "ALL" )
)
)

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Best Regards,

Dedmon Dai

[yuching_chang]

Hi @v-deddai1-msft 

thanks for the help! I tried, the value is correct at Supplier level and Location level when I collpase by location

But it's wrong at ID and CFG level...like below when I collapse by ID, the value is all 50...

My raw data looks like below: (So ID 1 indicator should be 41, 33, 6, 34....each week)

I've tried many ways to adjust your dax for the issue but failed...can only reach out to you again

Really thank you for the help!

[yuching_chang]

Seems like the raw data table failed to upload, post again

[v-deddai1-msft]

Hi @yuching_chang ,

Would you please refer to my edited reply above?

Best Regards,

Dedmon Dai

[yuching_chang]

Hi @v-deddai1-msft 

I've tried the updated Dax, but still doesn't work for my ID and Group level indicator value...And the matrix becomes a bit weird when I tried to collapse and expand (e.g. collapse ID 1, but then ID 1 disappears...)

Pls refer to the video below. I've recorded the issues encountered. Hope this way clearer. Thanks for the help in advance 🙂

[v-deddai1-msft]

Hi @yuching_chang ,

It will be nice if you can share the pbix file by onedrive for business in the video.

Best Regards,

Dedmon Dai

[yuching_chang]

Hi @v-deddai1-msft 

thanks for the reply! I'd like to share the pbi file by business for onedrive, but I can  only share with people in my company network if no specific email to set up special access. So may I have email via private msg? Thanks!