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Profitbase / PowerBI-visuals-FinancialReportingMatrix

Power BI Custom Visual for Financial Reporting
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BUG with option "Always show custom rows" ❌❌❌ #594

Closed JeanDeLaColline closed 1 month ago

JeanDeLaColline commented 1 month ago

Hello,

I want to display calculated columns that are shown even when there is no underlying data. For example: I am presenting a P&L, I want to display the calculated aggregate "Net Result" after the "Taxes" line even if there are no taxes and therefore the line does not show.

I followed the instructions from the following video but it does not work for me: https://www.youtube.com/watch?v=Z_RPrjEktcM&ab_channel=Profitbase

Below, you will find the screenshot of my Global P&L. I have added the calculated line "Impots test" which is supposed to display my net result for the fiscal year. This line works correctly when I am on my global P&L.

image

In the image below, I filter using a dedicated segment on a specific entity. We can see that the calculated line disappears even though I have activated the option "Always show custom row".

image

Can you please help me on this topic?

Thank you in advance !

John

AndersAano commented 1 month ago

Hi @JeanDeLaColline,

Have you also turned on "Show items with no data" on your field in the "rows"-bucket of the visual?

image

Best regards Anders

JeanDeLaColline commented 1 month ago

Tnx you very much for the quick feedback. Yes, i confirm that i have indeed turned on « Show item with no data" as explained in the video

Envoyé à partir de Outlook pour iOShttps://aka.ms/o0ukef

De : Anders Aano @.> Envoyé : Monday, April 8, 2024 9:22:44 PM À : Profitbase/PowerBI-visuals-FinancialReportingMatrix @.> Cc : John Hill @.>; Mention @.> Objet : Re: [Profitbase/PowerBI-visuals-FinancialReportingMatrix] BUG with option "Always show custom rows" ❌❌❌ (Issue #594)

Hi @JeanDeLaCollinehttps://github.com/JeanDeLaColline,

Have you also turned on "Show items with no data" on your field in the "rows"-bucket of the visual?

image.png (view on web)https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/assets/82056309/17893af4-9d9d-47c3-94f1-34a0de5ab45f

Best regards Anders

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AndersAano commented 1 month ago

Let's take a look at this together. Can you book a slot with me here?

https://outlook.office.com/bookwithme/user/012acb26d915485eae7d46d5a3945ccf@profitbase.no/meetingtype/HK3KXGUi0Ea8KO3YYOm5xw2?bookingcode=181e06e0-51ab-49bc-86cc-8427a8f37cb4&anonymous&ep=mSingleUseLinkFromTile

Best regards Anders

JeanDeLaColline commented 1 month ago

Hello,

I wanted to let you know that we've found a solution ✅ to the issue I was experiencing, thanks to a call we had with Anders a few hours after my post. It turns out the anomaly stemmed from our data model, specifically a bidirectional relationship that we needed to change to unidirectional. @AndersAano thanks again your prompt response !

John