Power BI- hide parent total on a Matrix visual drill down

[Anonymous]

Hi Team, I am building a simple Matrix Visual with drill down feature showing Manager wise employee's contribution % for each month. At employee level the measures are shown appropriately but it also shows the total contribution for each manager (before drill-down) which should not appear as it's misleading data.

Request your suggestions on how to hide the manager level summary.

[Anonymous]

yeah., the values appear correct when expanded, but when you collapse (meaning rollup to higher levels) it should show blank instead of sum up individual totals (as it's % contribution). Hope you get my requirement . 

[lbendlin]

You need to be more precise in your rules when stuff should show and when not. I am sure that ISINSCOPE can be used to implement that, but I am not following your requirement just yet.

[Anonymous]

No. After you drill down to lower level , by default it doesn't display the rolled up values at manger/ leader level. But the issue is at summary level. please refer the below screenshot. 

Ex: At M2 level - the % Contribution is  shown as 160%  for Jan which is incorrect (two employees under M2 contributed 80% each). 

[lbendlin]

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[v-weiyan1-msft]

Hi @Anonymous ,

You can consider the method mentioned by @lbendlin .
You can also consider the following method to solve the problem.

Based on your description,
I created some data:

The fields in the matrix are as follows.

Select the visualization object and set Row subtotals to OFF in the Visualization panel. Result is as below.

Please correct me if I misunderstood your needs.

Best Regards,
Yulia Yan

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

[Anonymous]

Hi, Thanks for your reply. This approach works only when you do not add any fields to columns. In my case needs to show allocation acorss months. 

[lbendlin]

use HASONEVALUE and/or ISINSCOPE  to figure out which level is shown to the user, and in your measure return BLANK() as needed.

[Anonymous]

Hi @ibendlin, Thanks for the info. I haven't used these functions earlier. I have given a quick try but doesn't work. Given below is the DAX measure code. Can you please correct this. 

Allocation_range =
VAR _mnthRange =
    GENERATESERIES (
        'Measure_TimeSeries'[_start_dt_3month],
        'Measure_TimeSeries'[_end_month]
    )
VAR _alloctn =
    IF (
        HASONEVALUE ( employee[reportingLeads] ),
        DIVIDE (
            CALCULATE (
                SUM ( allocation_expanded[Allocation] ),
                            TREATAS (
                    VALUES ( allocation_expanded[employee_ID] ),
                    Employee[Employee_ID]
                ),
                TREATAS (
                    VALUES ( allocation_expanded[Project_ID] ),
                    Project_expanded[projectId]
                ),
                KEEPFILTERS ( TREATAS ( _mnthRange, 'Date'[Date] ) )
            ),
            CALCULATE ( COUNT ( 'Date'[Date] ) )
        ),
        BLANK ()
    )
RETURN
    _alloctn

[lbendlin]

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

[Anonymous]

Senior Leader	Manager	Employee Name	Month	contribution %
SL1	M1	E1	Jan-24	75
SL1	M1	E1	Feb-24	75
SL1	M1	E1	Mar-24	75
SL1	M1	E1	Apr-24	75
SL1	M1	E1	May-24	75
SL1	M21	E1	Jan-24	75
SL1	M21	E1	Feb-24	75
SL1	M21	E1	Mar-24	75
SL1	M21	E1	Apr-24	75
SL1	M21	E1	May-24	75
SL2	M2	E2	Jan-24	80
SL2	M2	E2	Feb-24	90
SL2	M2	E2	Mar-24	90
SL2	M2	E2	Apr-24	90
SL2	M2	E2	May-24	90
SL2	M2	E3	Jan-24	80
SL2	M2	E3	Feb-24	90
SL2	M2	E3	Mar-24	90
SL2	M2	E3	Apr-24	90
SL2	M2	E3	May-24	90

[Anonymous]

Hello, Please find the sample data in the above thread. Also attaching the screenshots for your reference. I want to hide % contribution rolled up at manager/Senior leader level.

[lbendlin]

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