如何在层次类别上应用 CONTAINS 子句以在 Power BI 中创建场景分析 [英] How to apply CONTAINS clause on hierarchical categories to create scenario analysis in Power BI

问题描述

基于@olly 给出的解决方案(Power BI:如何进行场景分析，其中选择器查找"切片器中的选择值并从该行获取值) &文件:https://pwrbi.com/so_55281950-2/

Building upon the solution given by @olly (Power BI: How to scenario analysis, where the selector "looks up" the select value from slicer and gets values from that row) & file: https://pwrbi.com/so_55281950-2/

在示例文件中创建了假设"或情景分析.使用了两个切片器，一个选择场景，另一个选择要应用场景的对象.@Olly 提供了一个巧妙的解决方案来处理这种情况:

In the sample file a "what if" or scenario analysis is created. Two slicers are used, one which selects the scenario, and another one which selects the objects to apply the scenario on. @Olly provided a clever solution to deal with the situation:

Value + Trend = 
SUMX ( 
    'Demo Fact Table';
    'Demo Fact Table'[Value] * 
        ( 1 +
            IF ( 
                ISFILTERED ( 'Item Chooser'[Item] ) &&
                CONTAINS ( 
                    'Item Chooser';
                    'Item Chooser'[Item];
                    'Demo Fact Table'[Item]
                ) && 
                HASONEVALUE ( 'Scenario - Trend'[Category] );
                VALUES ( 'Scenario - Trend'[Trend Rise] );
                'Demo Fact Table'[trend_default]
            )
        )
    )

在此解决方案的基础上，我一直在尝试将相同的逻辑应用于我的具体问题.在我的问题中，我不仅有一层类别"，而且还有 3 个级别的层次结构.如果我的类别有层次结构，我将如何继续应用相同的解决方案?因此，从我的切片器中，我将选择三项:Category1、Year 和 Category2，这将产生用于选择的 Trend_rise.并将在选定的(第 4 个切片器)行上应用 thistrend_rise，即(项目 A、B 或/和 C)

Building upon this solution I've been trying to apply the same logic, but to my specific problem. In my problem I don't only have a single layer of "categories", but instead hierarchy of 3 levels. How would I go on about applying the same solution if my categories had hierarchies? So from my slicer I would select three things: Category1, Year and Category2, which would yield the trend_rise for the selection. and would apply this apply this trend_rise on the selected (4th slicer) rows, i.e. (item A,B or/and C)

category1      -   Year - Category2 - trend rise
POSITIVE-trends    2018   low         5%
POSITIVE-trends    2018   high        5%
POSITIVE-trends    2017   low         5%
NEGATIVE-trends    2017   very high   -5%
NEUTRAL-trends     2018   low         0%
POSITIVE-trends    2018   high        5%
NEUTRAL-trends     2017   low         5%
NEUTRAL-trends     2016   very high   15%

推荐答案

你只需要对度量值进行一点微调，检查 trend_rise 字段是否有一个值，如果有，则使用该值，否则使用默认值:

You only need a small tweak to the measure, to check whether the trend_rise field has one value, and if so then use that, otherwise use the default:

Value + Trend = 
SUMX ( 
    'Demo Fact Table',
    'Demo Fact Table'[Value] * 
        ( 1 +
            IF ( 
                ISFILTERED ( 'Item Chooser'[Item] ) &&
                CONTAINS ( 
                    'Item Chooser',
                    'Item Chooser'[Item],
                    'Demo Fact Table'[Item]
                ) && 
                HASONEVALUE ( 'Scenario - Trend'[Trend Rise] ),
                VALUES ( 'Scenario - Trend'[Trend Rise] ),
                'Demo Fact Table'[trend_default]
            )
        )
    )

现在您可以在 Scenario 表的所有列上使用切片器.

Now you can use slicers on all columns of your Scenario table.

有关工作示例文件，请参阅 https://pwrbi.com/so_55332313/.

See https://pwrbi.com/so_55332313/ for worked example file.

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