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tomas12344
Helper III
Helper III

Report with different detail tables and summary table

A customer want to have on one report page several tables A,B,C,D,E  (for example with matrix visual). The tables A,B,C,D are deatil tables, each has different filter condition. First version was to create only the A,B,C,D report tables, where in filter pane were set the filtering conditions. 

Then there was a new request to create aditional table, E, whic is the sum of A,B,C,D (E should contains the top level amounts (from hiearchies) of A,B,C,D and a summary line of the content).

The question is how to implement such report, so that all the tables A,B,C,D,E will repont to filtering of slicers which is aplied to source table.

tomas12344_0-1693407262662.png

 

All tables have the same source table, but filtering of some of the A,B,C,D tables could not be aplied to the E tables, because some of the condition could be excluding. So in this case I cannot use another matrix visual for table E and set filter conditions from tables A,B,C,D. I think there is only way to calculate the A,B,C,D,E tables in DAX.

For this I wanted to create for the tables A,B,C,D a calculated tables like this 

 

CALCULATETABLE(SELECTCOLUMNS('FI-GL T CH MIS - PBI Extrakt',"Agentur.Stufe 01_MOD",[Agentur.Stufe 01_MOD],"Agentur.Stufe 02_MOD",[Agentur.Stufe 02_MOD],"Agentur.Stufe 03_MOD",[Agentur.Stufe 03_MOD],"Agentur.Stufe 04_MOD",[Agentur.Stufe 04_MOD],"Agentur.Stufe 05_MOD",[Agentur.Stufe 05_MOD],"Agentur.Stufe 06_MOD",[Agentur.Stufe 06_MOD], "Kalendartag.Kalendartag Stufe 01",[Kalendertag.Kalendertag Stufe 01], "Kalendartag.Kalendartag Stufe 01.Schlussel",[Kalendertag.Kalendertag Stufe 01.Schlüssel],"Saldo",[Saldo],"Version.Verson Stufe 01",[Version.Version Stufe 01],"Version.Version Stufe 01.Schlussel",[Version.Version Stufe 01.Schlüssel],"Version.Version Stufe 01.Version Stufe 01.UniqueName",[Version.Version Stufe 01.Version Stufe 01.UniqueName],"Kontonummer.Stufe 07.Schlüssel",[Kontonummer.Stufe 07.Schlüssel]),

'FI-GL T CH MIS - PBI Extrakt'[Ergebnisverantw..Stufe 06_MOD]="MF FLOTTEN")

 

But the filters set by slicers to the source tables were not pushed to the calculated tables. When I created a dimension and linked them to A,B,C,D i get circular reference error.

Any idea how to create such report?

1 REPLY 1
lbendlin
Super User
Super User

You already have your data in a single source.  You can create as many table visuals as you like, each with their own set of visual specific filters.  Where exactly is the problem?  

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