Forum Discussion

NZemel's avatar
NZemel
Icon for Advocate I rankAdvocate I
9 years ago
Solved

Creating a Matrix format in the Query Editor

Hi,   Some Background: I have to work on figuring out the movement of opportunities within our Salesforce along the sales stages setup in the system (negotiation, PO, Business Lost...). The thing ...
  • BhaveshPatel's avatar
    BhaveshPatel
    9 years ago

    You can use "GROUPBY" operation before doing pivoting to achieve waht you are looking for.

v-haibl-msft's avatar
v-haibl-msft
Icon for Microsoft Employee rankMicrosoft Employee
9 years ago

NZemel

 

The solution provided by BhaveshPatel should be right, please try it and post back if you still have questions.

There is a Matrix visual in Power BI. We can shape and transform the data firstly in Query Editor and then drag the values into Matrix visual. In Query Editor, we can use Group By function to get sum of amount.

 

Best Regards,

Herbert

  • NZemel's avatar
    NZemel
    Icon for Advocate I rankAdvocate I
    9 years ago

    v-haibl-msftBhaveshPatel

     

    In response to the answers given.

     

    I did go back into the query editor in order to begin setting up the table. If you look at the first picture I posted, it was not setup in the matrix form which Bhavesh showed in his pictures. In order to mimic his format, I created a conditional column for each stage which brought the amount of money in each stage per opportunity. Once I did this I used a group by in order to bring the data together.