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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,
This screenshot shows the various subtotals as zero - when the isfiltered is true included in measure. No drilldown is allowed
Below is a PBI matrix visual, that is working correctly w/isfiltered functions.
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!
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?
@Dellis81 Did you ever come up with a solution? Did you recreate the functionality inside the paginated report?
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