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Issue with Drill Group display when using Set Analysis

Hi Folks  -

I have a very simple Drill group, comprised of

[RCM Category Description RCMBal]

[RCM Row Description RCMBal]

it works fine drilling up and down and displaying subtotals when I am displaying an expression *without*  using set analysis in my pivot chart.  E.g.,

Sum ( total < [RCM Summary Description RCMBal],[Fiscal Year RCMBal]>  [Actual FYTD RCMBal])

works fine.

But, I need to show the percent that the RCM Category is of the overall RCM Summary and Fiscal Year (the other dimensions in the chart) total (not just of the parent RCM Category), so I created an expression using set analysis as follows:

Sum ({<[RCM Category Description RCMBal]=>} total < [RCM Summary Description RCMBal],[Fiscal Year RCMBal]>  [Actual FYTD RCMBal])

The mathematical results of this are great - the formula works as expected.  BUT, in my chart, when I click on the RCM Category to drill to the Row, ALL the rows appear, not just those that are children of the parent I clicked on. I thought that set analysis just caused the expression behavior to change, and not actually which values of the drill group dimension display.  Is this expected? And if so is there a way around this?  I did search around for help on this, but didn't find any posts that seemed to pertain.

[Sorry, I can't post a copy of the app, it has confidential financial data.]

Thanks,

Amy

3 Replies
JonnyPoole
Employee
Employee

The set expression has powerful influence . It defines the records from the data model that are used to display the chart. That includes the expression result as well as the associated dimension values upon which those expressions are calculated. 

You can force additional dimension values to appear by selecting 'show all values' on the dimension.

I'm not sure i have the full understanding of what you are trying to do but you could consider finding out which drill level you are in using:  if( getcurrentfield([drillgroupname])  = 'lowestlevelfieldname' ,  different expresssion , your current expression)

ramoncova06
Specialist III
Specialist III

why don't you just try with dividing them ?

Sum (total < [RCM Summary Description RCMBal],[Fiscal Year RCMBal]>  [Actual FYTD RCMBal])

/

Sum (total <[RCM Category Description RCMBal]>  [Actual FYTD RCMBal])

Not applicable
Author

Thanks - in this case, I actually don't want the other values to appear.

I just went to look at it again and it's now behaving as expected.  I guess it (or I) needed the night off!

I'll keep working with it and see if the issue reappears.  Thanks.