paginated report - drilldown, drill down, drill-down functionality setup
Posting for future reference. Found the information hard to find and search hits intermixed with drill-through functionality. Hence the title of this post "drilldown, drill down, drill-down" to help folks with a direct search hit. In short found this youtube video the most usefull, drilldown report in paginated report builder The microsoft official pages referenced throughout the forums points to: Drilldown action in a paginated report (Power BI Report Builder) which points to Tables in paginated reports (Report Builder) which points to Add an expand or collapse action to a Report Builder paginated report Now the key help here is the term ToggleItem which is found only in the 3rd child link above. Also do not make the mistake like I did of looking at Textbox cells. We are wanting to work our way up the children of the multi level group hierarchy. Each child group references its parent group. Set Hidden (Visibility) to True to set the initial toggle state to unexpanded (+) Youtube drilldown report in paginated report builder by SKRTDATAMUSIC (thanks bro 🙂 Screenshots
Recursion/Self referencing & year-to-date attribution effect
Hello Fabric Community, I hope you're all doing well! I'm currently working on a project where I need to calculate the year-to-date cumulative attribution effect for investment portfolio analysis in Power BI, and I've encountered a bit of a roadblock. Here's a breakdown of the problem: I have a formula that calculates the Year-to-date cumulative attribution effect: Ei' = (Ei-1')(1+BRi/100) + (Ei)(1+PRi-1'/100) where: Ei' is the cumulative attribution effect through period i. Ei-1' is the cumulative attribution effect in period i-1. BRi is the benchmark return in period i. Ei is the attribution effect in period i. PRi-1' is the cumulative portfolio return through period i-1. Note that on the 1st of January no historical data should be used in this formula (even though the dataset contains data from multiple years): Ei' = (0)(1+BRi/100) + (Ei)(1+0/100) Thus on January 1st: Ei' = Ei I find it difficult to implement the logic correctly, particularly the self-referencing. I read in other posts that a work-around for self-referencing in formulas is to make the formula closed-form. Could anyone provide guidance on the possibility of making this formula closed form and if possible, how to write a code for this formula that works in DAX? Below you find some sample data and in column G the excel calculation for this formula. A B C D E F G 1 Date Port. Total Return Cumu. Port. Total Return Bench. Total Return Attribution effect Cumulative attribution effect Excel formula 2 1-1-2024 -0,282 -0,282 -0,222 -0,001 -0,001366 ‘=E2 3 2-1-2024 -0,13 -0,411 -0,176 0,0163 0,014863917 ‘=F2*(1+D3/100)+E3*(1+C2/100) 4 3-1-2024 -0,494 -0,903 -0,496 -0,023 -0,00787653 ‘=F3*(1+D4/100)+E4*(1+C3/100) 5 4-1-2024 -0,177 -1,078 -0,181 0,0359 0,02771068 ‘=F4*(1+D5/100)+E5*(1+C4/100) 6 5-1-2024 -0,02 -1,098 -0,003 -0,02 0,00814329 ‘=F5*(1+D6/100)+E6*(1+C5/100) 7 6-1-2024 -0,252 -1,347 -0,222 -0,023 -0,01474788 ‘=F6*(1+D7/100)+E7*(1+C6/100) Note that column G contains the excel formulas I use to calculate column F. I want to replicate the results in column F by dax code. Any insights or suggestions would be greatly appreciated! Thank you in advance for your help.
