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Hello All,
I have a matrixwhereby I am showing Revenue & Forecast Revenue which can be filtered by month.
I would like to be able to drill down from Account Manager, to Customer, to Product, and have set up the matrix to enable this.
The Forecast Revenue field only has data for the Account Manager & Customer Levels, and doesn't exist at a Product level.
As a result of this, when I drill down to the Product Level, I am showing a sum of Forecast Revenue on every line which makes it look incredibly untidy - I'd like this to either show as '0', or have the column hidden when drilling down to product level.
Is this possible?
Forecast Revenue & Revenue are held in different tables.
Thank you in advance!
Solved! Go to Solution.
Hi @J_R_Cribb,
Based on my test, you should be able to use the formula below to create a new measure to calculate Budget for Customer and Product accordingly, and show the measure instead of the Budget column on the Matrix in your scenario.
Measure for Budget = IF ( HASONEVALUE ( 'Product'[Product] ), 0, SUM ( Budget[Budget] ) )
Here is the modified pbix file for your reference.
Regards
Hi @J_R_Cribb,
It would be great if you can provide some sample data & a snapshot of the end result you want to achieve.
Regards
Hi @hemantsingh
This is what I am currently seeing (Left table shows correct Budget at customer level, right table shows sum of budget when drilled down to product level.
I'd like to see a zero value in the Budget column when I drill down to view product.
Invoiced Table | Budget Table | |||||
Customer | Product | Invoiced | Customer | Budget | ||
1 | 000001 | £10.00 | 1 | £50.00 | ||
1 | 000002 | £20.00 | 2 | £100.00 | ||
1 | 000002 | £20.00 | 3 | £90.00 | ||
2 | 000003 | £50.00 | ||||
3 | 000004 | £100.00 |
I hope this data sample is satisfactory?
My data model is far more complex so tried to simplify as much as possible.
Thank you @hemantsingh
Hi @J_R_Cribb,
Forecast Revenue & Revenue are held in different tables.
Where are the Forecast Revenue and Revenue column? I haven't seen them in your sample data.
Could you share a sample pbix file(with just some mock data) which can reproduce the issue, so that we can better assist on it? You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading.
Regards
Hi @J_R_Cribb,
Based on my test, you should be able to use the formula below to create a new measure to calculate Budget for Customer and Product accordingly, and show the measure instead of the Budget column on the Matrix in your scenario.
Measure for Budget = IF ( HASONEVALUE ( 'Product'[Product] ), 0, SUM ( Budget[Budget] ) )
Here is the modified pbix file for your reference.
Regards
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