我在Power BI中有两个表,一个表显示某些投资组合的信用风险敞口,另一个表则对每个风险限额进行限制。我正在尝试创建一个表/矩阵来显示风险敞口,以及是否有针对任何风险敞口的限制。这一切都很好。
棘手的部分是我对总水平也有限制,这不等于基础总和(例如,我对行业A和B的限制分别为500,但也有900( =!1000))
我不确定如何构建模型以获取所需的视图-因此可以提供任何帮助。我尝试插入所需结果以及当前结果的屏幕截图。我在模型中使用[Limit connector]
将Exposure数据与Limit数据连接起来。
理想情况下,我希望保持“矩阵”的视觉效果,因为用户将不断扩展和折叠产品组合。
这是我当前的结果:
这是我想要的结果:
曝光表:
| Year_month_id | Portfolio | Industry | Sub-Industry | Limit connector | Amount |
|---------------|------------|-----------------------------------|-------------------|---------------------------------------------------|----------|
| 201906 | Corporates | Agriculture | Milk | 201906CorporatesAgriculture | 1,150 |
| 201906 | Corporates | Agriculture | Crops | 201906CorporatesAgriculture | 2,000 |
| 201906 | Corporates | Consumer Discretionary & Services | IT service | 201906CorporatesConsumer Discretionary & Services | 2,100 |
| 201906 | Corporates | Consumer Discretionary & Services | Cleaning service | 201906CorporatesConsumer Discretionary & Services | 3,100 |
| 201906 | Corporates | Consumer Staples | Consumer Staples | 201906CorporatesConsumer Staples | 3,200 |
| 201906 | Corporates | Industrials | Industrials | 201906CorporatesIndustrials | 9,500 |
| 201906 | Corporates | Maritime | Maritime | 201906CorporatesMaritime | 4,000 |
| 201906 | Corporates | Natural Resources | Natural Resources | 201906CorporatesNatural Resources | 3,900 |
| 201906 | Personal | Europe | Europe | 201906PersonalEurope | 3,800 |
| 201906 | Personal | Asia | Asia | 201906PersonalAsia | 5,600 |
| 201906 | Personal | North America | North America | 201906PersonalNorth America | 11,000 |
限制表:
| Year_month_id | Portfolio | Industry | Sub-Industry | Limit connector | Amount |
|---------------|------------|-----------------------------------|-------------------|---------------------------------------------------|----------|
| 201906 | Corporates | Agriculture | Milk | 201906CorporatesAgriculture | 1,150 |
| 201906 | Corporates | Agriculture | Crops | 201906CorporatesAgriculture | 2,000 |
| 201906 | Corporates | Consumer Discretionary & Services | IT service | 201906CorporatesConsumer Discretionary & Services | 2,100 |
| 201906 | Corporates | Consumer Discretionary & Services | Cleaning service | 201906CorporatesConsumer Discretionary & Services | 3,100 |
| 201906 | Corporates | Consumer Staples | Consumer Staples | 201906CorporatesConsumer Staples | 3,200 |
| 201906 | Corporates | Industrials | Industrials | 201906CorporatesIndustrials | 9,500 |
| 201906 | Corporates | Maritime | Maritime | 201906CorporatesMaritime | 4,000 |
| 201906 | Corporates | Natural Resources | Natural Resources | 201906CorporatesNatural Resources | 3,900 |
| 201906 | Personal | Europe | Europe | 201906PersonalEurope | 3,800 |
| 201906 | Personal | Asia | Asia | 201906PersonalAsia | 5,600 |
| 201906 | Personal | North America | North America | 201906PersonalNorth America | 11,000 |