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ys034
Helper I
Helper I

create right hierarchy filter for Continent, Region, Country

I have the following data fou our use case:

ys034_0-1664960857824.png

 

We have market shares for countries as well as consolidated regions. Our "pain" is that we have all the data in the same column

We would like to create a hierarchy that is structured as follows:

World = World
EU = France, Germany, Russia, Turkey, Ukraine, United Kingdom
WEU = France, Germany, United Kingdom
EEU = Turkey, Ukraine, Russia

 

the final result in Power BI (Filter) should look like this

 

ys034_1-1664960857522.png

 

 

 

 

At the end, the market shares should not be aggregated when filtering, but should refer to the market share provided in the column.

 

I would be grateful for any help!

1 ACCEPTED SOLUTION
v-rzhou-msft
Community Support
Community Support

Hi @ys034 ,

 

I suggest you to create a calculated table for hierarchy level.

Table 2 = 
SELECTCOLUMNS (
    FILTER (
        VALUES ( 'Table'[Region] ),
        NOT ( [Region] IN { "World", "EU", "WEU", "EEU" } )
    ),
    "Level1", "World",
    "Level2", "EU",
    "Level3",
        IF (
            'Table'[Region] IN { "France", "Germany", "United Kingdom" },
            "WEU",
            "EEU"
        ),
    "Level4",'Table'[Region]
)

Table2 looks like as below.

RicoZhou_0-1665042423104.png

Then create a meause.

Measure = 
VAR _LEVEL1 = CALCULATE(SUM('Table'[Market Share]),FILTER(ALL('Table'),'Table'[Region] = MAX('Table 2'[Level1])))
VAR _LEVEL2= CALCULATE(SUM('Table'[Market Share]),FILTER(ALL('Table'),'Table'[Region] = MAX('Table 2'[Level2])))
VAR _LEVEL3= CALCULATE(SUM('Table'[Market Share]),FILTER(ALL('Table'),'Table'[Region] = MAX('Table 2'[Level3])))
VAR _LEVEL4 =CALCULATE(SUM('Table'[Market Share]),FILTER(ALL('Table'),'Table'[Region] = MAX('Table 2'[Level4])))
RETURN
IF(ISINSCOPE('Table 2'[Level4]),_LEVEL4,IF(ISINSCOPE('Table 2'[Level3]),_LEVEL3,IF(ISINSCOPE('Table 2'[Level2]),_LEVEL2,IF(ISINSCOPE('Table 2'[Level1]),_LEVEL1,SUM('Table'[Market Share])))))

Result is as below.

RicoZhou_2-1665042798855.png

 

Best Regards,
Rico Zhou

 

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

 

View solution in original post

1 REPLY 1
v-rzhou-msft
Community Support
Community Support

Hi @ys034 ,

 

I suggest you to create a calculated table for hierarchy level.

Table 2 = 
SELECTCOLUMNS (
    FILTER (
        VALUES ( 'Table'[Region] ),
        NOT ( [Region] IN { "World", "EU", "WEU", "EEU" } )
    ),
    "Level1", "World",
    "Level2", "EU",
    "Level3",
        IF (
            'Table'[Region] IN { "France", "Germany", "United Kingdom" },
            "WEU",
            "EEU"
        ),
    "Level4",'Table'[Region]
)

Table2 looks like as below.

RicoZhou_0-1665042423104.png

Then create a meause.

Measure = 
VAR _LEVEL1 = CALCULATE(SUM('Table'[Market Share]),FILTER(ALL('Table'),'Table'[Region] = MAX('Table 2'[Level1])))
VAR _LEVEL2= CALCULATE(SUM('Table'[Market Share]),FILTER(ALL('Table'),'Table'[Region] = MAX('Table 2'[Level2])))
VAR _LEVEL3= CALCULATE(SUM('Table'[Market Share]),FILTER(ALL('Table'),'Table'[Region] = MAX('Table 2'[Level3])))
VAR _LEVEL4 =CALCULATE(SUM('Table'[Market Share]),FILTER(ALL('Table'),'Table'[Region] = MAX('Table 2'[Level4])))
RETURN
IF(ISINSCOPE('Table 2'[Level4]),_LEVEL4,IF(ISINSCOPE('Table 2'[Level3]),_LEVEL3,IF(ISINSCOPE('Table 2'[Level2]),_LEVEL2,IF(ISINSCOPE('Table 2'[Level1]),_LEVEL1,SUM('Table'[Market Share])))))

Result is as below.

RicoZhou_2-1665042798855.png

 

Best Regards,
Rico Zhou

 

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

 

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