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Hi,
I am new to Power Bi and have found this community to be great. I need your help with a report I have been working WAY too long on.
I have a 4 level template that I loaded in Powerbi. The objective is to have the levels available (with corresponding $) with the drill down function in PowerBi. The template looks something like this:
I am mapping each item of the template to a measure of about the same name. Here is the DAX so far.
Financial Value =
if(
ISINSCOPE(Template[Level 4]),
SWITCH(
SELECTEDVALUE(Template[Simple name]),
"Approved Authorities", FORMAT([Approved Authority], "$#,##0;($#,##0)"),
),
if(
ISINSCOPE(Template[Level 3]),
SWITCH(
SELECTEDVALUE(Template[level 3]),
"Authorities", FORMAT([Authorities1], "$#,##0;($#,##0)"),
),
if(
ISINSCOPE(Template[Level 2]),
SWITCH(
SELECTEDVALUE(Template[Level 1]),
"Funding", FORMAT([Funding], "$#,##0;($#,##0)"
),
if(
ISINSCOPE(Template[Level 1]),
SWITCH(
SELECTEDVALUE(Template[Level 1]),
"Project", FORMAT([Project], "$#,##0;($#,##0)"
))))
It's working allright with the subtotals poping up for each level. My issues is that the levels are repeating in the drill down. I undertand that this is due to the way the template was built but i don't know how to resolve if if I want to keep the subtotals active. Ideally I would only see Project pop up once and funding once as well.
Project
Funding
Authorities
Approved Authorities
Thanks so much for you help.
Hi @maggagnon
Thanks for reaching out to us.
please refer to these tutorials,
How to create and use a Power BI Hierarchy - YouTube
Power BI Organizational Hierarchy or Chart of Accounts with Parent child functions in DAX - YouTube
Parent and Child functions (DAX) - DAX | Microsoft Learn
Best Regards,
Community Support Team _Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
Just realized I forgot a screenshot.
Financial Value is DAX I provided above
Level 1, 2,3,4 are those in the Template above.
Thanks again for your help