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clarkbj71
Helper I
Helper I

Matrix Table - Hierarchy cost roll-up issues

I am trying to use my data in a Matrix table using a hierarchy.  The data example below is how my data is formatted.  I created 4 columns to split the different levels for the hierarchy and created an inscope measure to clean up the matrix table. The problem I am having is that in the matrix table, the children are being added up to the parent but the parent has it's own cost (the sum of the parent ends up doubling).  Also, a few of the parents have their own cost with the child costs = 0.    I need to be able to sum by Group (line item), but not have the children sum up to the parent. 

 

Is there a way to do this in Power BI for a Matrix Table?  I have included a mock dataset that is similar to how my data is formatted.  I also have a mockup Power BI but wasn't sure where I can upload that for folks to access.  Is there a specific site that is best to use to upload this?

 

Screenshot hierarchy test.png

StateCityGroupDepthLevelCostQuantity
WashingtonSpokaneFruit1LVL.110050
WashingtonTacomaFruit1LVL.115075
CaliforniaMoreno ValleyFruit1LVL.15025
CaliforniaNapaFruit1LVL.17550
WashingtonSpokaneOranges2LVL.1.15025
WashingtonTacomaOranges2LVL.1.110050
WashingtonSpokaneCaraCara Oranges3LVL.1.1.13015
WashingtonTacomaCaraCara Oranges3LVL.1.1.14020
WashingtonSpokaneNaval Oranges3LVL.1.1.22010
WashingtonTacomaNaval Oranges3LVL.1.1.24020
WashingtonSpokaneBlood Orange3LVL.1.1.300
WashingtonTacomaBlood Orange3LVL.1.1.32010
WashingtonSpokaneApples2LVL.1.25025
WashingtonTacomaApples2LVL.1.25025
WashingtonSpokaneGreen apples3LVL.1.2.13520
WashingtonTacomaGreen apples3LVL.1.2.12510
WashingtonSpokaneGranny Smith4LVL.1.2.1.13520
WashingtonTacomaGranny Smith4LVL.1.2.1.12510
WashingtonSpokaneRed apples3LVL.1.2.2155
WashingtonTacomaRed apples3LVL.1.2.22515
WashingtonSpokaneFuji4LVL.1.2.2.152
WashingtonTacomaFuji4LVL.1.2.2.11510
WashingtonSpokaneGala4LVL.1.2.2.2103
WashingtonTacomaGala4LVL.1.2.2.2105
CaliforniaMoreno ValleyGrapes2LVL.1.35025
CaliforniaNapaGrapes2LVL.1.37550
CaliforniaMoreno ValleyRed Grapes3LVL.1.3.100
CaliforniaNapaRed Grapes3LVL.1.3.15025
CaliforniaMoreno ValleyGreen Grapes3LVL.1.3.200
CaliforniaNapaGreen Grapes3LVL.1.3.22525
1 REPLY 1
v-jianboli-msft
Community Support
Community Support

Hi @clarkbj71 ,

 

Sorry, I can't tell how your hierarchy was created from the sample data you provided. Can you please share more details to help us clarify your scenario?

Please provide me with more details about your hierarchy and your problem or share me with your pbix file after removing sensitive data.

 

Refer to:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

 

Best Regards,

Jianbo Li

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

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