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Dellis81
Post Prodigy
Post Prodigy

Compatibility with ISFILTERED function inside Paginated reporting?

Hello, i have been struggling getting various financial statement subtotals to display within paginated reporting.  Within PBI matrix visual - the income statement is properly presented, but once I take that same measure into paginated - various subtotals are no longer displayed (Cost of Goods Sold, Gross Profit, etc)

 

As I have been attempting to understand, think I have the issued narrowed down to the isfiltered function.    Within hte measure, I have a series of isfiltered(table/column) chained together with the OR operator.    The reason I have this - is to prevent drilldown within the subtotal lines.  I have an if statement- if VarCMfiltered=true, blank, measure.

 

Snippet of the chained isfiltered functions.

VAR SubHeaderFiltered =
    ISFILTERED ( 'ConsolidatedTransactions'[SubHeader] )
VAR ReportLineDescrFiltered =
    ISFILTERED ( 'COA Setup'[Report LineDescription] )
VAR COADescrFiltered =
    ISFILTERED ( 'COA Setup'[Description] )
VAR COASubHeaderFiltered =
    ISFILTERED ( 'COA Setup'[SubHeader.1] )
VAR COAQbooksSubHeaderFiltered =
    ISFILTERED ( 'COA Setup'[Qbooks SubHeader] )
VAR VarCMFiltered = SubHeaderFiltered || ReportLineDescrFiltered
    || COADescrFiltered
    || COASubHeaderFiltered
    || COAQbooksSubHeaderFiltered

However, what I have found, if I remove these isfiltered statements - subtotals are displayed within paginated reports.   with the unfortunate effect of undesired drill down lines.

 

For example, contribution margin and Gross Profit  includes undesired drilldown lines,

 

Dellis81_0-1691778598091.png

 

This screenshot shows the various subtotals as zero - when the isfiltered is true included in measure.  No drilldown is allowed

Dellis81_2-1691779214221.png

Below is a PBI matrix visual, that is working correctly  w/isfiltered functions.

Dellis81_3-1691779499325.png

How can I trick paginated reporting to work similiarly to the matrix visual?   I highly suspect the cause is resulting from the use of isfiltered function?

Thank you!

2 REPLIES 2
Dellis81
Post Prodigy
Post Prodigy

No I did not...

I have sinced moved away from paginated reporting and now attempting to do inside Excel/cubevalues, etc. 

But if you have thoughts - I would appreciate and I would revisit.    I know my Excel way is not optimal...

I have had limited success with Paginated reporting - and honestly waiting for the web version to be more robust.

 

Lack of paginated/printed reporting has limited PBI acceptance to those I am working with.   So, finding a solution would be a step forward.

 

Thanks for reaching out - looking forward to your thoughts/solutions?

dataforhumans
Frequent Visitor

@Dellis81 Did you ever come up with a solution?  Did you recreate the functionality inside the paginated report?

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