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brdrok's avatar
brdrok
Helper I
3 months ago
Solved

Profitbase Financial Report Matrix Row Header question

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 number...
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  • v-achippa's avatar
    v-achippa
    3 months ago

    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

v-achippa's avatar
v-achippa
Community Support
3 months ago

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's avatar
    brdrok
    Helper I
    3 months ago

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