Forum Discussion
Summarize text in rollup matrix
Hi,
I have a measure that forecasts when a task is going to be due and displays "HRS" if that is when it will be due based off hours accumulated or CF if it is on the capital forecast for that period.
The outputs are in a matrix that has several levels / groupings for the tasks in the rows field and dates on the columns field.
My measure works great when expanded all the way through the row hierarchy, but when I collapse or "roll up" an item it does not summarize it properly and will only show a CF if it is on the capital forecast, it will not show anything for HRS. This causes a problem when I want to disable "Show Items With No Data" to only show tasks that will be due in the date range selected with a slicer. When rolled up all the way it hides entire groupings of my data if they have no CF items.
So, my question is how to aggregate or summarize text that is output by a measure and make it display properly when rolled up. I'm not necessarily concerned with what it shows in the rolled up state aside from it not being blank and filtered out by deselecting "Show Items With No Data".
Here is a sample of my matrix. If everything under the 190T grouping have only HRS and no CF, 190T will be hidden as soon as I roll it up.
Thank you for your reply. I ended up using the following measure which references my original measure to achieve the desired result
SWITCH(IF(ISINSCOPE(TRACKED_COMP_LIST[TYPE]),[FORECAST_COMBINED],"NO"),"NO",0,[FORECAST_COMBINED])This returns 0 for any level that is above the desired level and then I applied a conditional formatting to make all 0 values transparent text.
3 Replies
Hi， WNAGGE
You can consider using function ISINSCOPE to shows the values for each level based on your custom calculation.
Use IsInScope to get the right hierarchy level in DAX
Best Regards,
Community Support Team _ EasonThank you for your reply. I ended up using the following measure which references my original measure to achieve the desired result
SWITCH(IF(ISINSCOPE(TRACKED_COMP_LIST[TYPE]),[FORECAST_COMBINED],"NO"),"NO",0,[FORECAST_COMBINED])This returns 0 for any level that is above the desired level and then I applied a conditional formatting to make all 0 values transparent text.
Hello Friends
Despite my attempts to address the issue, I need to input text into the "Metrics" table in the Matrix, but there is no corresponding column in my database. I don't have a metrics column also I want to assign them with corresponding valuesmatrix
