Simple SLICER for SUM OF REVENUE in hierarchy

[ignaciokairuz]

Hello Folks!

I tried hard to find a solution but i only got to find a couple of PBI visuals that didn't work.  I'm working with a matrix with 3 levels of hierarchy : Category , Brand , Model .

The problem is that if I insert a slicer and for the "Values Field" I choose " Σ REVENUE ", when I play with this slicer by changing the numbers of the range, the only hierarchy that this filter is applying to is the Models ( the third one ) . I can't , for example, find all the Brands that made over a certain number, it only works with the model of the products. 

You may be asking ,  What do you want this for?      ↓ ↓ ↓

I have a measure that shows a value that represent the ratio between the units sold and the amount of listings that are available of a certain model, thus , brand too. I would like to order the matrix by this field but filtering only the brands that made over a certain amount of revenue that I decide.

Thank you so much for your time to read this!

Have a nice one 🙂

Ignacio

[PaulDBrown]

Try this.

The equivalents would be:
Channel = Category
Item = Brand
Prod Ref = model

First, the model. I've created a table to use as the slicer for the sales value with the following:

Sales Range = GENERATESERIES(0, 3000, 100)

Next create the measure to use as a filter in the filter pane for the matrix, setting the value to greater or equal to 1:

Filter Sales Range =
COUNTROWS (
    FILTER (
        VALUES ( 'DIM Item'[Item] ),
        [Sum of Sales] > SELECTEDVALUE ( 'Sales Range'[Sales Range] )
    )
)

And you will get:

[ignaciokairuz]

Thanks @PaulDBrown ! It doesn't seem to work for me though...

GROWTH BETWEEN 2 MATRICES FROM DIFFERENT DATES - NOT FULL MATCHES.pbix

Here's what I've done. I asume [Sum of Sales] is just the Sum of the [PRICE] column

Thanks again in advance!

[PaulDBrown]

You must leave the price range table unrelated in the model, change the measure since you are using a range of prices, and use a simple SUM for price (the date filter will filter if needed)

I've attached your sample file

[ignaciokairuz]

Thanks @PaulDBrown ! I changed the "SELECTEDVALUE" for "MIN" too. Then only problem is that this filter only works with the "BRAND" hierarchy right? Do you think it's possible for it to work with all of them? Thanks anyway

[PaulDBrown]

In your example you have the row subtotals turned off, which I assume is because there's no point in summing prices (unless there is!) the range selector works over brands and model levels at least (I didn't check category levels), though the Brand Level is dependent on the selected Models. This is relevant: the measure filters out rows outside the range, so the Brand level will be the sum of the filtered Model level. 

You might try changing the filter expression to VALUES(Categories[Category]) if the selector does not affect the category level. If that doesn't work, we need a more specific measure using SWITCH

[ignaciokairuz]

 @PaulDBrown even without the SWITCH function it's still not working. In the last file that you shared, for example, when filtering prices above 800, the matrix doesn't display the XIAOMI brand in the COMPUTERS category 😞

[PaulDBrown · Accepted solution]

Yes, I see what you mean. Ok, see of this works as a measure for the matrix:

Prices within range =
VAR _MinSel =
    MIN ( 'Price Range'[Price Range] )
VAR _MAxSel =
    MAX ( 'Price Range'[Price Range] )
VAR _Category =
    IF (
        OR ( ISINSCOPE ( 'Models'[MODEL] ), ISINSCOPE ( Brands[BRAND] ) ),
        BLANK (),
        CALCULATE ( [Sum Price], ALLEXCEPT ( 'Table', 'Table'[Category] ) )
    )
VAR _Brand =
    IF (
        OR ( ISINSCOPE ( 'Models'[MODEL] ), ISINSCOPE ( Categories[Category] ) ),
        BLANK (),
        CALCULATE (
            [Sum Price],
            ALLEXCEPT ( 'Table', Categories[Category], 'Brands'[Brand] )
        )
    )
RETURN
    SWITCH (
        TRUE (),
        AND ( [Sum Price] >= _MinSel, [Sum Price] <= _MAxSel ), [Sum Price],
        AND ( _Brand >= _MinSel, _Brand <= _MAxSel ), _Brand,
        AND ( _Category >= _MinSel, _Category <= _MAxSel ), _Category
    )

I've attached the sample PBIX file

[ignaciokairuz]

@PaulDBrown , It worked smoothly! I learned a lot! thank you so much  🙂

I only made a change for this to work perfectly and it's this :

VAR _Category =
    IF (
        OR ( ISINSCOPE ( 'Models'[MODEL] ), ISINSCOPE ( Brands[BRAND] ) ),
        BLANK (),
        [Sum Price])

Instead of the CALCULATE function I just used the SUM one because if not It returns the total sum of the matrix when the filter minimum is above the total value of a category.

Have a nice one!

See you around!

[PaulDBrown]

Can you please share sample data or non-confidential PBIX file?

[ignaciokairuz]

Thanks for answering @PaulDBrown ! 

Here's an example : 

GROWTH BETWEEN 2 MATRICES FROM DIFFERENT DATES - NOT FULL MATCHES.pbix 

The problem is right here : 

The filter only works for the row level hierarchy. I can't filter by the subtotal for brands or categories...

Ignacio

[ignaciokairuz]

@amitchandak  , sorry to bother you but I know you're an expert in power bi and you help people ofter in this community. Would you mind if I ask your oppinion about this issue?

[TheoC]

Hi @ignaciokairuz 

Given the slicer is based on the amounts at the row level, if you are using a matrix that has three layers in the hiearchy, and you have them all expanded, you will get the revenue at the expanded level (i.e. Model).  If you collapse the matrix to Level 2, you should be able to use the slicer at the Brand level, and so on.

There are ways around this but just wanted to share my thoughts on what may be causing this to occur and then, if you still want a fix, we can certainly get something!

Theo 🙂

[ignaciokairuz]

Thanks @TheoC ! As it didn't work for me I thought this was the way it worked by default in PBI ( the way is currently working for me ).  I checked and this is my current configuration of the slicer 

It's in spanish but get the gist of it . "FACTURACION" = Revenue , "Categoría L1" = Category L1 , "Marca" = Brand , "Modelo" = Model.

Last time I checked the only field that had the filters settings with "allow drill through when : Summarized" was the last level , Model. Now I changed that but it's still not working fine. 

If you have an idea of what could be causing this problem I would be really grateful! 

Ignacio