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Scott_Edgerton's avatar
Scott_Edgerton
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9 years ago
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Need Help: Drilled Down - Matrix Subtotals

Hi Guys, 

 

I have scoured the internet trying to find a way to solve this and i am at a loss! 

 

I have a Fully Drilled Down Matrix showing our 3 sales regions and their respective sales executives under each sub-heading. The first column is returning their full year sales target, with every other column showing a calculation of their pipeline (from the different stages) against their target. However, the total sum of the executive targets do not actually add up to the total target of the region (this was done intentionally within the company). So when i drill down to show the sales executives by region, the subtotal for the regions is incorrect. 

 

The Tables within the relationship manager that are being used for the the region and the executives are seperate. I can only seem to get one of the categories working, either the sales executive targets work and the regions dont add up, or the regions are correct and the individual sales executives dont add up. 

 

I dont think i have worded this very well. The bones of the issue is "Can you use one Column/Measure to return the Sales Target of two categories from two seperate tables within the relationship manger, that will update when a silcer is used".

 

Below is an example of what the relationship model in BI looks like (Please ignore the table names). 

 

 

Happy to provide any other information that might help, if anyone can help i would be so grateful!!

 

  • Scott_Edgerton

     

    Based on your relationship diagram, your Table 2 and Table 3 are fact tables, connecting two dimensions, Quarter and Region. Your fact columns should be sliced by both dimensions properly. I can't understand what you mean "subtotal is not correct". 

     

    As I tested, it shows correct subtotals. Make sure you click "expand all down one level".

     

     

    Regards,

     

     

1 Reply

  • v-sihou-msft's avatar
    v-sihou-msft
    Icon for Microsoft Employee rankMicrosoft Employee

    Scott_Edgerton

     

    Based on your relationship diagram, your Table 2 and Table 3 are fact tables, connecting two dimensions, Quarter and Region. Your fact columns should be sliced by both dimensions properly. I can't understand what you mean "subtotal is not correct". 

     

    As I tested, it shows correct subtotals. Make sure you click "expand all down one level".

     

     

    Regards,