Profitbase Financial Report Matrix Row Header question

[brdrok]

I am currently exploring the functionality of Profitbase Financial Report Matrix and so far I have the following output:

Is there a way to have the report header sub total not show (the numbers in red)?
Thank you.

[v-achippa · Accepted solution]

Hi @brdrok,

Thank you for reaching out to Microsoft Fabric Community.

Currently the Profitbase Financial Report Matrix visual does not have a built in option to hide only the subtotal values while keeping the parent row headers visible.

The dax approach is correct. Instead of using COUNTROWS(VALUES()), please try using ISINSCOPE() so that it is more reliable for detecting the detail level rows in the hierarchy.

myMV =
VAR Result =
    CALCULATE (
        SUM ( PIA[MarketValue] ),
        PIA[ReportLine] IN { "CASH & STIF", "MARKET VALUE" }
    )

RETURN
IF (
    ISINSCOPE ( PIA[InvestmentStyle] ),
    Result,
    BLANK ()
)

Thanks and regards,

Anjan Kumar Chippa

[brdrok]

Hi @v-achippa .  Thank you for confirming that I was on the right track.

[brdrok]

Probably not the best way of doing this but I had to muck around with DAX a little bit to kinda get it to work.  I changed the measure myMV to:

var IStyleCount = COUNTROWS(  values( PIA[InvestmentStyle] ))   --HASONEVALUE(PIA[InvestmentStyle])

var result =
CALCULATE(
    sum(PIA[MarketValue]),
    PIa[ReportLine] IN { "CASH & STIF", "MARKET VALUE" }
)

return
if(IStyleCount = 1,  result, BLANK())