Hi community,
I built an org chart by project where one project has multiple people, and each person has an associated cost. When aggregating to the project level, I would expect to see the sum of the costs, but instead it shows FirstNonBlank, and there is no option to change this.
In the grid view, the costs are summed correctly, but in the Org Chart, they are not.
I’ve attached a screenshot for reference.
Does anyone know if this can be fixed, or if this is a bug?
Thanks!
Best answer by Tobias Gorsia
Hi Alina,
Great question!
At the moment, the Org Chart doesn’t support selecting the aggregation method (e.g., SUM) for values displayed at a grouped level. When multiple employees sit under the same Project node, the Org Chart displays a representative value (First non-blank), which is why you don’t see the summed project cost there, even though the grid view totals are correct.
A reliable workaround is to create a helper metric that calculates the project's total cost and “broadcasts” that total to each employee on the project. The Org Chart will then show the correct project total because every underlying row carries the same value.
Example patterns:
1. If Project is a dimension: ‘Cost’[BY SUM: Project][BY CONSTANT: Project]
2. If Project is a property on Employee: ‘Cost’[BY SUM: Employee.Project][BY CONSTANT: Employee.Project]
Then, in the Org Chart settings, select this helper metric as the subtitle/value to display.
We hope this helps :)
Best,
Tobias
Hi Alina,
Great question!
At the moment, the Org Chart doesn’t support selecting the aggregation method (e.g., SUM) for values displayed at a grouped level. When multiple employees sit under the same Project node, the Org Chart displays a representative value (First non-blank), which is why you don’t see the summed project cost there, even though the grid view totals are correct.
A reliable workaround is to create a helper metric that calculates the project's total cost and “broadcasts” that total to each employee on the project. The Org Chart will then show the correct project total because every underlying row carries the same value.
Example patterns:
1. If Project is a dimension: ‘Cost’[BY SUM: Project][BY CONSTANT: Project]
2. If Project is a property on Employee: ‘Cost’[BY SUM: Employee.Project][BY CONSTANT: Employee.Project]
Then, in the Org Chart settings, select this helper metric as the subtitle/value to display.
We hope this helps :)
Best,
Tobias
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