Next Level display

[NimaiAhluwalia]

Hello All,

I am trying to solve a use case where I have a single fact table, which has the below information:

Differet Levels, amount and year.

I will be putting the above data in a matrix to visualise the amount value.

Problem: I want to create a line chart in such a way when I select any of the levels from the matrix the line chart should give me only the information on the next level.

Example: If I select cost of sales from the matrix visual the line chart should be filetered and give me the output as direct overheads, direct energy and Direct Labour only.

(possible solution: so basically I want to create a meaure in such way which can be inserted on the legend level of the visual and changes dynamically and gives me the next level for the Level selected from the matrix visual)

I am open to other solutions as well. eg (changing data model etc etc)

@Deku 
@danextian 

@Greg_Deckler 

@amitchandak 

[v-kpoloju-msft · Accepted solution]

Hi @NimaiAhluwalia,
Thank you for reaching out to the Microsoft fabric community forum. Thank you @lbendlin, for your inputs on this issue.

After thoroughly reviewing the details you provided, I was able to reproduce the scenario, and it worked on my end. I have used it as sample data on my end and successfully implemented it.

Create NextLevelMeasure in the FactTable:

NextLevelMeasure =

VAR SelectedLevel = SELECTEDVALUE('FactTable'[Level])  -- Get selected level

VAR NextLevels =

    FILTER(

        'MappingTable',

        'MappingTable'[Parent Level] = SelectedLevel  -- Find next levels for the selected level

    )

VAR NextLevelNames = VALUES('MappingTable'[Next Level])  -- Get the names of next levels

RETURN

    CALCULATE(

        SUM('FactTable'[Amount]),

        'FactTable'[Level] IN NextLevelNames  -- Filter fact table to next levels

    )

I am also including .pbix file for your better understanding, please have a look into it:

I hope this could resolve your issue, if you need any further assistance, feel free to reach out. If this post helps, then please give us ‘Kudos’ and consider Accept it as a solution to help the other members find it more quickly.

Thank you for using Microsoft Community Forum.

[NimaiAhluwalia]

Hello @v-kpoloju-msft 

Thanks for providing the idea for working towards the solution, Looking at my data model and the table I came on to a concultion that we need a mapping table logic which you propesed in the above solution.

And just a quick note on that if we want to optimise the use case more further, from the measure which you have sent which is taking the input from the fact table - (VAR SelectedLevel = SELECTEDVALUE('FactTable'[Level])  -- Get selected level) Can we do something wher instead of the measure looking on the table it can actually take the input from the matrix I know the Level column used in the matrix and the fact table are the same but what if we have 2 fact tables and I want my measure to take inputs from the matrix visual which is built on first fact table and the line chart built on a second fact table.

Thanks

[NimaiAhluwalia]

Thanks @v-kpoloju-msft  for coming back to me.

Thanks for replicating the output I believe the data which you created is not how I have in my system. Please find the attached for better view of the data.

Problem: Use-case 1

 If I select cost of sales from the matrix visual the line chart should be filetered and give me the output as direct overheads, direct energy and Direct Labour only on the legend which will be calculated againt the amount.

 Problem: Use-case 2

If I select direct overheads from the matrix visual the line chart should be filetered and give me the output as Level 2.7, Level 2.8 and Level 2.9 only on the legend which will be calculated againt the amount.

 Problem: Use-case 3

If I select direct labour from the matrix visual the line chart should be filetered and give me the output as Level 2.4, Level 2.5 and Level 2.6 only on the legend which will be calculated againt the amount.

Expected solution 1 : When I select the cost of sales I should get the below image (currently I have manually generated the output to show the expected result)

Expected solution 2 : Likewise if I select Direct overheads I should see the below results.

In a nutshell whatever Level of data point I select from the matrix visual I must see the one below level of the data in the line chart. Please let me know if you need any more information.

[v-kpoloju-msft]

Hi @NimaiAhluwalia,
Thank you for reaching out to the Microsoft fabric community forum. Thank you @ for your inputs on this issue.

After thoroughly reviewing the details you provided, I was able to reproduce the scenario, and it worked on my end. I have used it as sample data on my end and successfully implemented it.

I am also including .pbix file for your better understanding, please have a look into it:

I hope this could resolve your issue, if you need any further assistance, feel free to reach out. If this post helps, then please give us ‘Kudos’ and consider Accept it as a solution to help the other members find it more quickly.

Thank you for using Microsoft Community Forum

[NimaiAhluwalia]

Hello @v-kpoloju-msft 

Let me first appreciate and thank you for coming back to me with an updated solution, I believe you have got the right level of the data and the understanding of the desired output.

The solution needs to be in a single line visual, where if i select Level 1 from the matrix the lline visual should give me level 2 and if I select Level 2 the line visual should give me level 3 but in the same visual. So the legend needs to be dynamic I tried to use the logic which you sent in your previous reply but measure wont output multiple values it needs to be scalar. (Possible solution I am trying at my end: - Pivot the data and use some keys)

[v-kpoloju-msft]

Hi @NimaiAhluwalia,

Thanks for your patience! Since a measure cannot return multiple values for a legend, we need a different approach. Here are two effective ways to solve this:

Reshape Data Model : Transform the dataset so that Level 1, Level 2, and Level 3 are stored in a single column rather than separate columns. This allows Power BI to filter dynamically and display the correct categories in the legend.

Alternative (Field Parameters): If reshaping data isn't possible, use a field parameter to switch between levels dynamically in the same visual. This allows users to toggle between levels but won’t create a fully dynamic legend.

Additionally, a disconnected table can be used as a slicer to help users control which level appears in the visual.

A community discussion on dynamic legends using Field Parameters might help:
Dynamic Legends using Field Parameters

Alternatively, restructuring your data (pivoting) and using a disconnected table could also work.

I hope this could resolve your issue, if you need any further assistance, feel free to reach out. If this post helps, then please give us ‘Kudos’ and consider Accept it as a solution to help the other members find it more quickly.

Thank you for using Microsoft Community Forum

[lbendlin]

Use the standard drilldown functionality in the line chart.

[NimaiAhluwalia]

Hello @lbendlin 

I did thought of using it, but the client is not happy using the drilldown functionality, can you suggest any solution to achieve the above, I did some research I believe it might be possible using disconnected tables?

[lbendlin]

Don't think so. Challenge them on the use of a line chart. A Waterfall chart might be more appropriate.