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Anonymous
Not applicable

Matrix fIltering issue

I am trying to do a comparison between Actuals Values and our Monthly  Financial Estimates in a Matrix.  My Actuals (Values) come over correctly but when I add my Estimate numbers it totals instead of filtering for each given Cost Element (Account Number).  I feel like it's a relationship issue possibly but I'm not sure.  Any help is appreciated.  

 

SS.PNGSS2.PNG

 

 

 

1 ACCEPTED SOLUTION
negi007
Community Champion
Community Champion

@Anonymous yes it is a relationship issue. you need to create an active relationship on cost element between your sheet5 and sap data.  since in your visual you are showing the data at cost element level but in the abence of any active relationship between cost element between these two tables, entire value is appearing against each cost element. 

 

I can see there is an inactive relationship between these two tables. in that case, you can use this inactive relationship in your measure to calc correct estimatd value. You can create a measure like below. Please correct the syntex as per the actual names of fields in the data.

 

estimates = calculate(sum(estimates),userelationship(sap_data[cost element], sheet5[cost element])

 




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1 REPLY 1
negi007
Community Champion
Community Champion

@Anonymous yes it is a relationship issue. you need to create an active relationship on cost element between your sheet5 and sap data.  since in your visual you are showing the data at cost element level but in the abence of any active relationship between cost element between these two tables, entire value is appearing against each cost element. 

 

I can see there is an inactive relationship between these two tables. in that case, you can use this inactive relationship in your measure to calc correct estimatd value. You can create a measure like below. Please correct the syntex as per the actual names of fields in the data.

 

estimates = calculate(sum(estimates),userelationship(sap_data[cost element], sheet5[cost element])

 




Did I answer your question? Mark my post as a solution!
Appreciate your Kudos



Proud to be a Super User!


Follow me on linkedin

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