Basically I’m using the technique learned in Sam’s Financial Reporting with Power BI course so I’m using manually created account hierarchy templates. It all works fine up until the point where I need this to be dynamic depending on the Business Unit which is selected in a slicer.
Basically I have a data table from ERP with loads of accounts per Business Unit
Then I have the manually created Excel with the Template. It contains 2 columns. One for Business Unit and one for the accounts which should be shown (Note that there are accounts in the Data table which should not be shown and are therefore not included in the Template Excel)
What I do now is I create a calculated table using DAX in which i combine data from the two tables above. All good so far. What I also need in the calculated table is a column which shows the currently selected business unit and this is where I struggle.
Attached excel file shows some sample data which hopefully makes my explanation a bit cleared
calc table.xlsx (19.4 KB)