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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Matrix drill-down > subtotal from multiple columns

Hey,

 

I have a problem showing the correct subtotals in a matrix when drilling down to the next level.

 

What I have

2 datasets:

  • Tasks, containing - among others - the following columns:
    • Task ID (link to other dataset)
    • Task Name
    • Task Budget
  • Sub-tasks, containing - among others - the following columns:
    • Sub-task ID
    • Sub-task name
    • Sub-task budget
    • Task ID (link to other dataset)

Now, what I want to do is show a matrix listing all the Task names as rows, and their respective data (e.g. budget).

As second row level in the matrix I use Sub-tasks. In each row I want to show several metrics, mostly based on the budget, like budget left, required per day, etc. 

 

In my current setup however, I use the sum of Task budget as my leading budget amount. So, firstly the Task budget is carried over when I expand to the next level, like in the figure below:

 

 

Now the sub-task budget sometimes has a value, and sometimes doesn't. So the budget has to be calculated conditionally I guess.

 

Ideally, I want to have:

  • the task budget always shown (when expanded it is shown as subtotal)
  • the sub-task budget shown when it has a value in the dataset
  • the sub-task budget not show any thing when it has no value in the dataset.

Can anybody help me achieve this?

  • Anonymous's avatar
    Anonymous
    8 years ago

    Anonymous,

    Create the following measures in  the projects table.

    sum of task budget = SUM(tasks[Task Budget])

     

    sum of project budget = CALCULATE(SUM(projects[Project Budget]),FILTER(projects,CALCULATE(COUNTROWS(FILTER(tasks,tasks[Project ID]=RELATED(projects[Project ID])))>0)))
    Budget = IF(ISBLANK([sum of task budget]),[sum of project budget],[sum of task budget])



    Regards,
    Lydia

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Anonymous,

    Could you please help to post dummy data of the above two tables and post expected result based on the dummy data here?

    Regards,
    Lydia

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Lydia,

       

      Please find the pbix file containing the dummy data here: https://we.tl/aE9nawgnR8. I used a wetransfer link because I couldn't find a way to add a .pbix as attachment.

       

      Now what I get is:

      And what I want is this:

      So, I want to still show all the project budgets, and want to show only the task budgets if they have a value. Also, it is important to have it in 1 column since I will be needing a lot of other metrics that are based on the budget (in a certain row).

       

      I hope this clarifies it a bit more.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Anonymous,

        Create the following measures in  the projects table.

        sum of task budget = SUM(tasks[Task Budget])

         

        sum of project budget = CALCULATE(SUM(projects[Project Budget]),FILTER(projects,CALCULATE(COUNTROWS(FILTER(tasks,tasks[Project ID]=RELATED(projects[Project ID])))>0)))
        Budget = IF(ISBLANK([sum of task budget]),[sum of project budget],[sum of task budget])



        Regards,
        Lydia