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brankocareer's avatar
brankocareer
Helper I
1 year ago

The order in Matrix table

Hi,

In the matrix table , there are 2 items under "Rows" : [Rollup Account Category ] and [Rollup], my goal is:
1. The order of [Rollup Account Category] is fixed.
2. The order of [Rollup] dynamically changes based on sorting of any "Values", when I click the header of any "Value".

 

I have created a column called : [Rollup Account Category Order], and set the "Sort by Order" of [Rollup Account Category] based on [Rollup Account Category Order], but I can not achive my goal in the report.
How can I achive that?

 

Thank you!

Branko

4 Replies

    • brankocareer's avatar
      brankocareer
      Helper I
      Account CategoryAccount Category OrderRollup For ForecastSum of Amount  
      SALARIES1Employer Contributions7473333  
      SALARIES1Salaries & Wages - Overtime28070  
      SALARIES1Salary Permanent Positions34042888  
      SUPPLIES2Achievement Awards252  
      SUPPLIES2Advertising0  
      SUPPLIES2Contract Services2728367  
      SUPPLIES2Employee Travel334331  
      SUPPLIES2Honoraria3000  
      SUPPLIES2Hospitality, Corporate Event & Working Session141692  
      SUPPLIES2Insurance Expenses40757  
      SUPPLIES2IT Services415941  
      SUPPLIES2Legal Expenses5139370  
      SUPPLIES2Materials & Supplies30858  
      SUPPLIES2Miscellaneous81186  
      SUPPLIES2MLA Expenses51292  
      SUPPLIES2Office Equipment & IT Supplies179006  
      SUPPLIES2Other Employee Expenses188096  
      SUPPLIES2Other Services299957690  
      SUPPLIES2Publications Expenses580398  
      SUPPLIES2Rental90817  
      SUPPLIES2Repairs & Maintenance28669  
      SUPPLIES2Telephone and communications126785  
      OTHER3Allowances & Benefits199096  
      OTHER3Amortization of Tangible Capital Assets72854  
      OTHER3Capital Asset Acquisition0  
      OTHER3Grants169744428  
      OTHER3Other Expenses-316072  
  • Anonymous's avatar
    Anonymous
    Not applicable

    HI, brankocareer 

    Based on your information, I create sample data

    Add [Rollup Account Category] and [Rollup] to the row section of the matrix. Add [Value1] to the value section of the matrix.

     

    Enable Interactive Sorting for [Rollup]. Right-click on the header of the [Rollup] column in your matrix. Select Text Box Properties. Go to the Interactive Sorting tab. Check the box for Enable interactive sorting on this text box. In the Choose what to sort section, select Groups. In the Sort by section, specify the field or expression you want to sort by (e.g., [Value1] or [Value2]).

     

    To make it easier to see the sorting clearly, I've also created a matrix. Here is my preview:

     

     

     

    You can learn more from the following link:

    Interactive sort in a paginated report - Microsoft Report Builder & Power BI Report Builder | Microsoft Learn

     

    Add interactive sort to a table or matrix in paginated reports - Microsoft Report Builder & Power BI Report Builder | Microsoft Learn

     

    How to Get Your Question Answered Quickly

    Best Regards

    Yongkang Hua

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