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TakoTako's avatar
TakoTako
Frequent Visitor
4 years ago
Solved

PATH Function/Top Down Reporting Assistance

Hi Team, I found a great method in this forum to build out reporting lines using PATH. However, I have 2 challenges with this methodology and I couldn't find a solution anywhere so I figured I'd s...
Need Help
  • v-zhangti's avatar
    v-zhangti
    4 years ago

    Hi, TakoTako 

     

    For the first problem you can try the following methods.

    Measure:

    Measure =
IF (
    SELECTEDVALUE ( Active[Name] )
        <> CALCULATE (
            MAX ( Active[Manager] ),
            FILTER ( ALL ( Active ), [Manager] = SELECTEDVALUE ( Active[Name] ) )
        ),
    0,
    1
)

    Then put the measure into the filter of layer 1, 2, 3 and 4 slicer and set it equal to 1.

    This way no non-manager names will appear in the layers.

     

    The 2nd problem can be tried as follows.

    Measure 2 = 
IF(SELECTEDVALUE(Active[Layer 3])=SELECTEDVALUE(Active[Name]),0,1)

    Put it in the filter as well and set it equal to 1. The output at this point is shown in the figure.

    Is this the result you expect?

     

    Best Regards,

    Community Support Team _Charlotte

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

v-zhangti's avatar
v-zhangti
Community Support
4 years ago

Hi, TakoTako 

 

For the first problem you can try the following methods.

Measure:

Measure =
IF (
    SELECTEDVALUE ( Active[Name] )
        <> CALCULATE (
            MAX ( Active[Manager] ),
            FILTER ( ALL ( Active ), [Manager] = SELECTEDVALUE ( Active[Name] ) )
        ),
    0,
    1
)

Then put the measure into the filter of layer 1, 2, 3 and 4 slicer and set it equal to 1.

This way no non-manager names will appear in the layers.

 

The 2nd problem can be tried as follows.

Measure 2 = 
IF(SELECTEDVALUE(Active[Layer 3])=SELECTEDVALUE(Active[Name]),0,1)

Put it in the filter as well and set it equal to 1. The output at this point is shown in the figure.

Is this the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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

  • TakoTako's avatar
    TakoTako
    Frequent Visitor
    4 years ago

    Hi Charlotte,

     

    Thank you so much for this! The first measure works beautifully and I have added it to the model! This removes so much noise from the layers. 

     

    The 2nd one is great, too, however, it appears that I could really only do that to one layer AND I would have to apply it to each visual in my workbook. If I wanted to do it for each layer to ensure that person's record doesn't populate, it truncates too many rows. Is there any way to make this a little more forgiving? 😁 If not, item 1 is more than sufficient for right now. 

     

    Thank you!

    • v-zhangti's avatar
      v-zhangti
      Community Support
      4 years ago

      Hi, TakoTako 

       

      The second measure is to add to the view when you need to filter which view, which is by far the easiest way I can think of.

       

      Best Regards,

      Community Support Team _Charlotte

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

      • TakoTako's avatar
        TakoTako
        Frequent Visitor
        4 years ago

        Thanks Charlotte. Much appreciated.