Matrix Table help

[derekli1700]

Hi everyone,

I have a 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 contributed total

3. The monthly volume breakdown of those top 5 customers

I want to make a matrix table where it shows each stores overall volume (tab 1), which then dropdown to show the top 5 customers and their contributive volume (tab 2) and then the monthly breakdown of their volume contribution (tab 3).

But i seem to be stuck on the tab 2 step where the volume value does not change from the tab 1 volume and cant seem to figure out the relationships. The yellow highlighted text below show values that should be changed but cant and are stuck on store no.1's volume. In my sheet - I've even added a tab for each individual store, unique customer and a date table in the power bi file.

I have attached my sheet and current power bi file if someone can give me a hint, thanks:

extract

[v-sgandrathi]

Hi @derekli1700,

Thank you for using Microsoft Fabric Communitty Forum

Has your issue been resolved?If the response provided by the community member addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.

If yes, kindly accept the useful reply as a solution and give us Kudos. It would be appreciated.

Thank you.

[v-sgandrathi]

Hi @derekli1700,

May I ask if you have gotten this issue resolved?

If it is solved, please mark the helpful reply or share your solution and accept it as solution, it will be helpful for other members of the community who have similar problems as yours to solve it faster.

Thank you for using Microsoft Community Forum.

[v-sgandrathi]

Hi @derekli1700,

I wanted to check in your situation regarding the issue. Have you resolved it? If you have, please consider marking the reply as Accepted solution and give Kudos that helped you. It would be greatly appreciated by others in the community who may have the same question.

Thank you.

[parry2k · Accepted solution]

@derekli1700 I wouldn't recommend this approach because it is not the best practice but you can try to add a new column by concatenating the period and the store column in both Overview and Top 5 monthly tables, and then use this column to set the relationship, and I believe it will get you the correct numbers.

[parry2k]

@derekli1700 it is a surprise to see that the overview table doesn't have a customer in it. I'm unsure why you have pre-computed separate tables to get the top 5 customers. It can easily achieved using DAX with a single (overview table in your case). There are tons of blog posts on how to achieve this.

[derekli1700]

based off my current table configuration - do you have any advice on the relationship creation so that the volume value changes when i use the dropdown within the matrix table? Or is DAX needed to do that? Thanks. Would like if you could give it a shot on a test file but understand if that's out of scope for a forum answer