I have the following data (see link to file below)Level 2Level 3Level 4Level 5AmountA_010A_010A_010A_010201,69A_050A_050A_050A_050161,48A_399A_299A_110A_11039,46A_399A_299A_150A_1502,87A_399A_299A_290A_210-2,94A_399A_299A_290A_220-1,36A_399A_299A_290A_236-29,64A_399A_299A_290A_2401,61A_399A_299A_290A_250-0,48A_399A_310A_310A_310-1,37A_974A_970A_970A_9700,01A_974A_972A_972A_9720,01A_974A_973A_973A_9730,01G_s44 0,2443H_gtr 0,05The rows in my desired report come mostly from level 5, however a number of rows either come from other levels or are sums of rows.The last 2 columns below are my desired report:RowFormat Level 2Level 3Level 4Level 5Amount NameAmount1decimal A_010A_010A_010A_010201,69 A_010201,692decimal A_050A_050A_050A_050161,48 A_050161,483decimal A_399A_299A_110A_11039,46 A_11039,464 blank row 5percentage G_s44 0,2443 G_s440,24436 blank row 7decimal A_399A_299A_150A_1502,87 A_1502,878decimal A_399A_299A_290A_210-2,94 A_210-2,949decimal A_399A_299A_290A_220-1,36 A_220-1,3610decimal A_399A_299A_290A_236-29,64 A_236-29,6411decimal A_399A_299A_290A_2401,61 A_2401,6112decimal A_399A_299A_290A_250-0,48 A_250-0,4813 blank row 14decimal sum -32,81 Sum A_290-32,8115 blank row 16decimal sum 9,52 Sum A_2999,5217 blank row 18decimal A_399A_310A_310A_310-1,37 A_310-1,3719 blank row 20percentage H_gtr 0,05 H_gtr0,0521 blank row 22decimal A_974A_970A_970A_9700,01 sum A_9740,0322decimal A_974A_972A_972A_9720,01 22decimal A_974A_973A_973A_9730,01 I have tried to use ISINSCOPE but have not been able to get my head around it.Then there is also the issue of the rows in different formatsHere is a link to the data https://www.swisstransfer.com/d/eeb11c9d-29d0-4562-82b8-7a2ab653e8b3Very grateful for help.

Frequent Visitor

1 year ago

Solved

Report from dataset with 4 levels in Live Connection data

I have the following data (see link to file below)

Level 2	Level 3	Level 4	Level 5	Amount
A_010	A_010	A_010	A_010	201,69
A_050	A_050	A_050	A_050	161,48
A_399	A_299	A_110	A_110	39,46
A_399	A_299	A_150	A_150	2,87
A_399	A_299	A_290	A_210	-2,94
A_399	A_299	A_290	A_220	-1,36
A_399	A_299	A_290	A_236	-29,64
A_399	A_299	A_290	A_240	1,61
A_399	A_299	A_290	A_250	-0,48
A_399	A_310	A_310	A_310	-1,37
A_974	A_970	A_970	A_970	0,01
A_974	A_972	A_972	A_972	0,01
A_974	A_973	A_973	A_973	0,01
G_s44				0,2443
H_gtr				0,05

The rows in my desired report come mostly from level 5, however a number of rows either come from other levels or are sums of rows.

The last 2 columns below are my desired report:

Row	Format	Level 2	Level 3	Level 4	Level 5	Amount	Name	Amount
1	decimal	A_010	A_010	A_010	A_010	201,69	A_010	201,69
2	decimal	A_050	A_050	A_050	A_050	161,48	A_050	161,48
3	decimal	A_399	A_299	A_110	A_110	39,46	A_110	39,46
4							blank row
5	percentage	G_s44				0,2443	G_s44	0,2443
6							blank row
7	decimal	A_399	A_299	A_150	A_150	2,87	A_150	2,87
8	decimal	A_399	A_299	A_290	A_210	-2,94	A_210	-2,94
9	decimal	A_399	A_299	A_290	A_220	-1,36	A_220	-1,36
10	decimal	A_399	A_299	A_290	A_236	-29,64	A_236	-29,64
11	decimal	A_399	A_299	A_290	A_240	1,61	A_240	1,61
12	decimal	A_399	A_299	A_290	A_250	-0,48	A_250	-0,48
13							blank row
14	decimal			sum		-32,81	Sum A_290	-32,81
15							blank row
16	decimal		sum			9,52	Sum A_299	9,52
17							blank row
18	decimal	A_399	A_310	A_310	A_310	-1,37	A_310	-1,37
19							blank row
20	percentage	H_gtr				0,05	H_gtr	0,05
21							blank row
22	decimal	A_974	A_970	A_970	A_970	0,01	sum A_974	0,03
22	decimal	A_974	A_972	A_972	A_972	0,01
22	decimal	A_974	A_973	A_973	A_973	0,01

I have tried to use ISINSCOPE but have not been able to get my head around it.

Then there is also the issue of the rows in different formats

Here is a link to the data https://www.swisstransfer.com/d/eeb11c9d-29d0-4562-82b8-7a2ab653e8b3

Very grateful for help.

Need Help

Anonymous

1 year ago

Hi GoAnna ,

Calculated tables cannot be created in Live Connection mode unless you change to Direct Query mode.
In this case, you can try the following workaround.

Create measures for each name of the desired table.

A_010 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_010")
A_050 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_050")
A_110 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_110")
A_150 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_150")
A_210 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_210")
A_220 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_220")
A_236 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_236")
A_240 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_240")
A_250 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_250")
A_310 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_310")
G_s44 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 2]="G_s44")
H_Gtr = CALCULATE(SUM('Table'[Amount]), 'Table'[Level 2]="H_Gtr")
Sum_A290 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 4]="A_290")
Sum_A299 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 3]="A_299")
Sum_A974 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 2]="A_974")

After adding these measures to the matrix visual. Go to Format Settings->Values->Enable Switch values to rows.

Get the following result, which hopefully meets your needs.

Please see the attached pbix for reference.

Best Regards,
Dengliang Li

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

Report from dataset with 4 levels in Live Connection data.pbix26 KB

4 Replies

Anonymous

Not applicable

1 year ago

Hi GoAnna ,

You can use the following DAX to create a calculated table that meets your goals and then use it to create reports.

Desired Table = 
UNION(
    SELECTCOLUMNS(FILTER('Table', NOT 'Table'[Level 5] IN {"A_970","A_972","A_973",""}),"Name",'Table'[Level 5],"Amount",'Table'[Amount]),
    SELECTCOLUMNS(FILTER('Table','Table'[Level 2] IN {"H_gtr","G_s44"}),"Name",'Table'[Level 2],"Amount",'Table'[Amount]),
    SUMMARIZECOLUMNS(FILTER('Table','Table'[Level 4]="A_290"),"Name","Sum A_290","Amount",SUM('Table'[Amount])),
    SUMMARIZECOLUMNS(FILTER('Table','Table'[Level 3]="A_299"),"Name","Sum A_299","Amount",SUM('Table'[Amount])),
    SUMMARIZECOLUMNS(FILTER('Table','Table'[Level 2]="A_974"),"Name","Sum A_974","Amount",SUM('Table'[Amount]))
    )

Create a measure to be used to display values.

Sum of Amount = IF(MAX('Desired Table'[Name])="G_s44",FORMAT(SUM('Desired Table'[Amount]),"0.0000"),SUM('Desired Table'[Amount]))

The final result is as follows, hopefully it will meet your needs.

Please see the attached pbix for reference.

Best Regards,
Dengliang Li

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

GoAnna.pbix24 KB

GoAnna

Frequent Visitor

1 year ago

What a great solution! Thank you so much. But does Summarozecolumns() work with a 100% live connection?

Anonymous

Not applicable

1 year ago

Hi GoAnna ,

Calculated tables cannot be created in Live Connection mode unless you change to Direct Query mode.
In this case, you can try the following workaround.

Create measures for each name of the desired table.

A_010 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_010")
A_050 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_050")
A_110 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_110")
A_150 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_150")
A_210 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_210")
A_220 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_220")
A_236 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_236")
A_240 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_240")
A_250 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_250")
A_310 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 5]="A_310")
G_s44 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 2]="G_s44")
H_Gtr = CALCULATE(SUM('Table'[Amount]), 'Table'[Level 2]="H_Gtr")
Sum_A290 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 4]="A_290")
Sum_A299 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 3]="A_299")
Sum_A974 = CALCULATE(SUM('Table'[Amount]),'Table'[Level 2]="A_974")

After adding these measures to the matrix visual. Go to Format Settings->Values->Enable Switch values to rows.

Get the following result, which hopefully meets your needs.

Please see the attached pbix for reference.

Best Regards,
Dengliang Li

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

Report from dataset with 4 levels in Live Connection data.pbix26 KB

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Report from dataset with 4 levels in Live Connection data

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