Power BI中的特殊“总计”

时间:2020-01-13 14:27:15

标签: powerbi data-modeling summarization

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:

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这是我想要的结果:

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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  |

0 个答案:

没有答案