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FabiNeed
Helper I
Helper I

Matrix with two different tables with no common key

Hello everyone,

I want to create a matrix in PowerBI based on two tables that do not have a common key and I am grateful for any help/ideas.

 

Table 1 looks like this: 

 

Table1.png

As you can see, it contains a specific hirachy.

 

Table 2 looks like this (excerpt):

 Table2.png

As you can see, each category, subcategory and subsubcategory is a column on its own in Table 2.

 

The goal is to have all the categories, subcategories, and sub-subcategories from Table 1 with their respective hirachie as rows in the matrix, the customers (C1, C2, etc.) in the columns, and the values from Table 2 as the values. The result should look something like this:

 

Picture6345345345.png

I have created a PowerBI file with examplary data: PowerBi file 

 

Does anyone have a good idea how this solution can be archived? Any help is welcome. 🙂

 

Best regards,

Fabi

1 ACCEPTED SOLUTION
v-yangliu-msft
Community Support
Community Support

Hi  @FabiNeed ,

Here are the steps you can follow:

1. Enter the power query, select all columns except [Customer], click Unpivot Columns.

vyangliumsft_0-1654152685332.png

Result:

vyangliumsft_1-1654152649437.png

2. Create measure.

 

Flag =
IF(
  NOT( ISINSCOPE('Table'[Category])&&ISINSCOPE('Table'[Subcategory])) ,
CALCULATE(SUM('Table2'[Value]),FILTER(ALL(Table2),'Table2'[Customer]=MAX('Table2'[Customer])&&'Table2'[Attribute]=MAX('Table'[Category]))),
IF(
ISINSCOPE('Table'[Category]) &&ISINSCOPE('Table'[Subcategory])&&NOT( ISINSCOPE('Table'[Subsubcategory])),
CALCULATE(SUM('Table2'[Value]),FILTER(ALL(Table2),'Table2'[Customer]=MAX('Table2'[Customer])&&'Table2'[Attribute]=MAX('Table'[Subcategory]))),
IF(
ISINSCOPE('Table'[Category]) &&ISINSCOPE('Table'[Subcategory])&&ISINSCOPE('Table'[Subsubcategory]),
CALCULATE(SUM('Table2'[Value]),FILTER(ALL(Table2),'Table2'[Customer]=MAX('Table2'[Customer])&&'Table2'[Attribute]=MAX('Table'[Subsubcategory])))
  ,0)))

 

3. Result:

vyangliumsft_1-1654152749196.png

 

Best Regards,

Liu Yang

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

View solution in original post

3 REPLIES 3
v-yangliu-msft
Community Support
Community Support

Hi  @FabiNeed ,

Here are the steps you can follow:

1. Enter the power query, select all columns except [Customer], click Unpivot Columns.

vyangliumsft_0-1654152685332.png

Result:

vyangliumsft_1-1654152649437.png

2. Create measure.

 

Flag =
IF(
  NOT( ISINSCOPE('Table'[Category])&&ISINSCOPE('Table'[Subcategory])) ,
CALCULATE(SUM('Table2'[Value]),FILTER(ALL(Table2),'Table2'[Customer]=MAX('Table2'[Customer])&&'Table2'[Attribute]=MAX('Table'[Category]))),
IF(
ISINSCOPE('Table'[Category]) &&ISINSCOPE('Table'[Subcategory])&&NOT( ISINSCOPE('Table'[Subsubcategory])),
CALCULATE(SUM('Table2'[Value]),FILTER(ALL(Table2),'Table2'[Customer]=MAX('Table2'[Customer])&&'Table2'[Attribute]=MAX('Table'[Subcategory]))),
IF(
ISINSCOPE('Table'[Category]) &&ISINSCOPE('Table'[Subcategory])&&ISINSCOPE('Table'[Subsubcategory]),
CALCULATE(SUM('Table2'[Value]),FILTER(ALL(Table2),'Table2'[Customer]=MAX('Table2'[Customer])&&'Table2'[Attribute]=MAX('Table'[Subsubcategory])))
  ,0)))

 

3. Result:

vyangliumsft_1-1654152749196.png

 

Best Regards,

Liu Yang

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

@v-yangliu-msft 

I implemented your solution and it works like a charme. However, I do not really really understand, how the filter part is working. Could you please describe it to me in words using this example: 

 

FILTER(ALL(Table2),'Table2'[Customer]=MAX('Table2'[Customer])&&'Table2'[Attribute]=MAX('Table'[Category]))),

 

Especially the parts with the MAX function are interesting to me since I always thought its only possible to compare integer values.

 

Best,

Fabian

 

This is a perfect solution to the problem. Very well explained. Thank you very much!

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