Drill down Chart in BI Viewer.

Ole_S_P
New Contributor

Hi

 I have a problem with dril Down in BI Viewer.

 Part of our UD1 is as follows:

 

BU1000 - EGMONT GROUP

       
 

BU1500 - Other Business line

     

 

 

 

 

 

   

BU6000 - HOLDING AND SERVICE

 
     

BU6100 - HOLDING COMPANIES

         
             

 

I have done the following:

1: Cubeview

 

Ole_S_P_0-1727185650393.png

 

 

Cubeview exportet to excel gives this

 

Ole_S_P_1-1727185650395.png

 

Please notice that top level BU1500 do not aggregate the data. And this is correct, totally 1.7.

 

2: Dataadapter:

Ole_S_P_2-1727185650396.png

 

Pivot in  BI Viewer looks like this:

Ole_S_P_3-1727185650400.png

 

 

 

My drill down in Charts i BI viewer  looks as follows:

Start: Total 5.1

Ole_S_P_4-1727185650403.png

 

 

Drill first level: Total 5.1

Ole_S_P_5-1727185650404.png

 

 

Drill second level: Total 3.4

Ole_S_P_6-1727185650406.png

 

The red box should not be there

 

Drill third level: Total 1.7

Ole_S_P_7-1727185650408.png

 

The red box should not be there

 

Drill forth level: Entity level (sums up to 1.7)

 

Ole_S_P_8-1727185650410.png

 

 

My questions are as follows, hopefully answering one solves all…

 

1: I can see in the pivot tablet has the amounts three times. (1.7+1.7+1.7=5.1) where it should be 1.7. This is also giving errors in the charts. How can I avoid this?

2: In the charts I have some ”Ghost” totals as they have one bar for the specification and one bar as a total. How can I avoid this. (the red markings)

3: If a subdivision has 5 sub-subdivisions then entity specifications is 5 click. If another subdivision only has 3 sub-subdivisions, the I still need to click 5 times. Any way to avoid this. (Yes this is icing on the cake)

10 REPLIES 10

The pivot table is not aware of financial functions, it is just like EXCEL pivot. I see three different levels of totals in that one. The same goes for Charts. What is the data adapter, and how does it look when you run it in Workspaces/Dashboards?

Hi

Data adapter:

 

Ole_S_P_0-1727203347759.png

Loaded into dashboard it does not change anything:

Ole_S_P_1-1727203563618.png

 

It is correct that it has subtotals, but they are important when drilling down.

Regards

Ole

 

 

 

You can run the data adapter from that screen and see if BU6000 is repeated. Is it the exact adapter you are using for the grid below? Also what are your arguments for the chart?

Ole_S_P
New Contributor

yes, it is the data adapter used. What do you mean by arguments? This is the setup

Ole_S_P_0-1727205935249.png

 

From the left side, what if you remove Entity from Arguments of the chart object

Hi

It does not have an impact.

Ole_S_P_0-1727245521436.png

Inspect data looking like this

Ole_S_P_1-1727245560155.png

Drilling one step down giving this. And this should only show the amount column BU6100

Ole_S_P_3-1727245639238.png

Inspect data look like this

Ole_S_P_4-1727246039021.png

I do not think it should show an amount when UD1_Level_3 is blank.

Raw data 

Ole_S_P_5-1727246137131.png

 

Ole_S_P_2-1727245616472.png

In cube view I have moved the account from Advanced/Rows/Nested Member Expansion 3 to be a part of point of view. 

With this result

Ole_S_P_6-1727246838923.png

It did not change the result in Bi Viewer. It still ads BU6000 and BU6100 even though BU6000 is higher in the hierarchy

 

 

 

 

 

 

 

 

 

 

 

 

 

I think it is the leveling. When you level, it must still add those rows for the parent members. It is similar to the drill on the cube view. What if you change the UD1 to POV and use the loop to expand to the members you need?

hmm, why are you looping on UD1 if you already got all UDs in the cubeview?

Hi 

I realy appriciate your help. As I am quite new into OneStream I have tried several solutions without the wanted result. As I understand it now is that if I use TreeDecebtabtsInclusive in cube view I do not need to loop in dataadapter. I have tried to use AllUD1 in cube view and loop in dataadapter with no succes. 

[EXTERNAL URL LINK REMOVED]

Important places:

- Starting with Cube View, and settings for UD1 and Entity.

- After 20 seconds the dataadapter. No Loop but Dimension to Level set to Outermost Row

- After 44 seconds BI Viewer with dummy values (no difference if it were running in a dashboard). As you can see in the orange box the total for BU1500=BU6000=BU6100 should be approx 12.6M kr.

- After 1:16 I have two bars. The one with orange number 1 should not be there as it is a subtotal. BU6000 should be 12,6 but it adds BU6000+BU6100 and therefore giving 25,3.

- After 1:30 I have drilled down and have two bars. The one with orange number 1 should not be there as it is a subtotal. BU6100 is correctly 12,6.

- After 1:42 I am at the lowest level and it is giving me entity names.

 

 

 

 

 

Hi there.

I would recommend you raise a ticket with the support team as they will be able to share a screen with you to take a look at the issue and provide some advice/ help as necessary. 

Thanks 

Please sign in! Ole_S_P