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sdsfive's avatar
sdsfive
Frequent Visitor
6 years ago
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Show Different Text Values Depending on Hierarchy Level in Matrix Report

I have a matrix report that has a calculated column text value for the lowest hierarchy level called "Line Status"   When I roll up to higher levels I need to have a specific status for the higher ...
  • Anonymous's avatar
    Anonymous
    6 years ago

    sdsfive: I would suggest assigning a numeric value for each status, i.e. 0 = instock all the way to 3 = On-Order NO EDA.

     

    Then at the parent level, you take a MAX([status]), and apply the same logic. So whatever the highest status is, that is the status for the parent item.

  • sdsfive's avatar
    sdsfive
    6 years ago

    That worked very well, thank you! Added an additional measure to use the calculated column numerical values.

     

    Line Status Calc =
    IF(AND('SoftView'[Missing Material Quantity] = 0, 'SoftView'[Allocatable Quantity 2] = 0), 0,
    IF('SoftView'[Material] <> "", 1,
    IF('SoftView'[Date Available 2] = DATE(2500,1,1), 3,
    IF(AND('SoftView'[Date Available] <> TODAY(), 'SoftView'[Date Available] <> DATE(2500,1,1)), 2))))
     
     
    Status =
    IF(MAX('Softview'[Line Status Calc]) = 0, "Fully Allocated",
    IF(MAX('Softview'[Line Status Calc]) = 1, "In Stock",
    IF(MAX('Softview'[Line Status Calc]) = 2, "On Order",
    IF(MAX('Softview'[Line Status Calc]) = 3, "On Order - No EDA"))))