I am working on a matrix table to display the budget and actual data. Budget and actual data are from two separate fact tables, they are relationship with region dimension table. However, budget and actual fact data is against different dimensions. Please refer to below tables Budget table: Country / Province / City / District / AmountChinaLiaoning 900ChinaLiaoning 901ChinaLiaoning 902ChinaLiaoning 903ChinaHeilongjiang 904ChinaJilin 905ChinaBeijing 906ChinaTianjing 907ChinaHebei 908ChinaHenan 909ChinaShanxi 910ChinaShandong 911ChinaGuangxi 912ChinaGuangdong 913ChinaGuangdong 914 Actual Table Country / Province / City / District / AmountChinaLiaoningShengYangYuHong500ChinaLiaoningShengYangShenhe501ChinaLiaoningDalianGanjingzi502ChinaLiaoningDalianShahekou503ChinaHeilongjiangHaerbinDistrict8504ChinaJilinChangChunDistrict7505ChinaBeijingBeijingDistrict6506ChinaTianjingTianjingDistrict5507ChinaHebeiShijiazhuangDistrict4508ChinaHenanZhengzhouDistrict3509ChinaShanxiXianDistrict2510ChinaShandongJinanDistrict1511ChinaGuangxiNanningDistrict0512ChinaGuangdongGuangzhouYueXiu513ChinaGuangdongGuangzhouTianhe514 Dimension Table Country / Province / City / District /ChinaLiaoningShengYangYuHongChinaLiaoningShengYangShenheChinaLiaoningDalianGanjingziChinaLiaoningDalianShahekouChinaHeilongjiangHaerbinDistrict8ChinaJilinChangChunDistrict7ChinaBeijingBeijingDistrict6ChinaTianjingTianjingDistrict5ChinaHebeiShijiazhuangDistrict4ChinaHenanZhengzhouDistrict3ChinaShanxiXianDistrict2ChinaShandongJinanDistrict1ChinaGuangxiNanningDistrict0ChinaGuangdongGuangzhouYueXiuChinaGuangdongGuangzhouTianhe I need a matrix table to display amount data can be drilled down from Country to District 1） when I drill down to provice level, the data looks fine2) when I drill down to city level, for Budget since it is managed on province level, in the case that one provide has multiple cities, each city is showing the same amount with province level in the matrix table. Which is quite confusion, when I drill down to district level, it is the same bad looking. Is there a workaround to show the matrix like below ? The requirement is if the fact table data is not maintained in the give dimension, then the value in the table for the dimension row should display as "-" or display blank is fine either.

Helper III

5 years ago

Solved

Matrix Table Drill Down

I am working on a matrix table to display the budget and actual data.

Budget and actual data are from two separate fact tables, they are relationship with region dimension table. However, budget and actual fact data is against different dimensions. Please refer to below tables

Budget table:

Country / Province / City / District / Amount

China	Liaoning	900
China	Liaoning	901
China	Liaoning	902
China	Liaoning	903
China	Heilongjiang	904
China	Jilin	905
China	Beijing	906
China	Tianjing	907
China	Hebei	908
China	Henan	909
China	Shanxi	910
China	Shandong	911
China	Guangxi	912
China	Guangdong	913
China	Guangdong	914

Actual Table

Country / Province / City / District / Amount

China	Liaoning	ShengYang	YuHong	500
China	Liaoning	ShengYang	Shenhe	501
China	Liaoning	Dalian	Ganjingzi	502
China	Liaoning	Dalian	Shahekou	503
China	Heilongjiang	Haerbin	District8	504
China	Jilin	ChangChun	District7	505
China	Beijing	Beijing	District6	506
China	Tianjing	Tianjing	District5	507
China	Hebei	Shijiazhuang	District4	508
China	Henan	Zhengzhou	District3	509
China	Shanxi	Xian	District2	510
China	Shandong	Jinan	District1	511
China	Guangxi	Nanning	District0	512
China	Guangdong	Guangzhou	YueXiu	513
China	Guangdong	Guangzhou	Tianhe	514

Dimension Table

Country / Province / City / District /

China	Liaoning	ShengYang	YuHong
China	Liaoning	ShengYang	Shenhe
China	Liaoning	Dalian	Ganjingzi
China	Liaoning	Dalian	Shahekou
China	Heilongjiang	Haerbin	District8
China	Jilin	ChangChun	District7
China	Beijing	Beijing	District6
China	Tianjing	Tianjing	District5
China	Hebei	Shijiazhuang	District4
China	Henan	Zhengzhou	District3
China	Shanxi	Xian	District2
China	Shandong	Jinan	District1
China	Guangxi	Nanning	District0
China	Guangdong	Guangzhou	YueXiu
China	Guangdong	Guangzhou	Tianhe

I need a matrix table to display amount data can be drilled down from Country to District

1） when I drill down to provice level, the data looks fine

2) when I drill down to city level, for Budget since it is managed on province level, in the case that one provide has multiple cities, each city is showing the same amount with province level in the matrix table. Which is quite confusion, when I drill down to district level, it is the same bad looking.

Is there a workaround to show the matrix like below ?

The requirement is if the fact table data is not maintained in the give dimension, then the value in the table for the dimension row should display as "-" or display blank is fine either.

Need Help

Icey

5 years ago

Hi WendyDUFE ,

Try this:

Measure =
VAR Value_ =
    SWITCH (
        TRUE (),
        ISINSCOPE ( 'Dimension'[District] ),
            CALCULATE (
                SUM ( Budget[Amount] ),
                USERELATIONSHIP ( Budget[District], 'Dimension'[District] )
            ),
        ISINSCOPE ( 'Dimension'[City] ),
            CALCULATE (
                SUM ( Budget[Amount] ),
                USERELATIONSHIP ( Budget[City], 'Dimension'[City] )
            ),
        ISINSCOPE ( 'Dimension'[Province] ),
            CALCULATE (
                SUM ( Budget[Amount] ),
                USERELATIONSHIP ( Budget[Province], 'Dimension'[Province] )
            ),
        ISINSCOPE ( 'Dimension'[Country] ),
            CALCULATE (
                SUM ( Budget[Amount] ),
                USERELATIONSHIP ( Budget[Country], 'Dimension'[Country] )
            )
    )
RETURN
    IF ( ISBLANK ( Value_ ), "-", Value_ )

Best Regards,

Icey

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

Matrix Table Drill Down.pbix70 KB

Icey

5 years ago

Hi WendyDUFE ,

Try this:

Budget Amount =
VAR Value_ =
    SWITCH (
        TRUE (),
        ISINSCOPE ( 'Dimension'[District] ),
            CALCULATE (
                SUM ( Budget[Amount] ),
                USERELATIONSHIP ( Budget[District], 'Dimension'[District] )
            ),
        ISINSCOPE ( 'Dimension'[City] ),
            CALCULATE (
                SUM ( Budget[Amount] ),
                USERELATIONSHIP ( Budget[City], 'Dimension'[City] )
            ),
        ISINSCOPE ( 'Dimension'[Province] ),
            CALCULATE (
                SUM ( Budget[Amount] ),
                USERELATIONSHIP ( Budget[Province], 'Dimension'[Province] )
            ),
        ISINSCOPE ( 'Dimension'[Country] ),
            CALCULATE (
                SUM ( Budget[Amount] ),
                USERELATIONSHIP ( Budget[Country], 'Dimension'[Country] )
            ),
        SUM ( Budget[Amount] ) // ----------------added--------------------------//
    )
RETURN
    IF ( ISBLANK ( Value_ ), "-", Value_ )

Best Regards,

Icey

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

5 Replies

FarhanAhmed
Community Champion
5 years ago
You can create your Budget Measure to include "ISINSCOPE" to exclude calculations on particular Column/Hierarchy

https://docs.microsoft.com/en-us/dax/isinscope-function-dax
https://www.kasperonbi.com/use-isinscope-to-get-the-right-hierarchy-level-in-dax/
https://www.sqlbi.com/articles/distinguishing-hasonevalue-from-isinscope/
- WendyDUFE
  Helper III
  5 years ago
  Hi FarhanAhmed
  
  I refered to this method ( https://www.kasperonbi.com/use-isinscope-to-get-the-right-hierarchy-level-in-dax/)to make adjustment, and finally got a matrix table as below:
  In the fact table, if the data is associated with district dimension, then the city and province level matrix table will not do the summarization and display the total amount of district, do you know how to solve this ? It is supposed to have the upper level hierachy summerize the lower hierachy's amount, right ?
  - Icey
    Community Support
    5 years ago
    Hi WendyDUFE ,
    
    Try this:
    
    Measure = VAR Value_ = SWITCH ( TRUE (), ISINSCOPE ( 'Dimension'[District] ), CALCULATE ( SUM ( Budget[Amount] ), USERELATIONSHIP ( Budget[District], 'Dimension'[District] ) ), ISINSCOPE ( 'Dimension'[City] ), CALCULATE ( SUM ( Budget[Amount] ), USERELATIONSHIP ( Budget[City], 'Dimension'[City] ) ), ISINSCOPE ( 'Dimension'[Province] ), CALCULATE ( SUM ( Budget[Amount] ), USERELATIONSHIP ( Budget[Province], 'Dimension'[Province] ) ), ISINSCOPE ( 'Dimension'[Country] ), CALCULATE ( SUM ( Budget[Amount] ), USERELATIONSHIP ( Budget[Country], 'Dimension'[Country] ) ) ) RETURN IF ( ISBLANK ( Value_ ), "-", Value_ )
    
    Best Regards,
    
    Icey
    
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    Matrix Table Drill Down.pbix70 KB

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Matrix Table Drill Down

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