Matrix Table with multiple layers breakdown

kalkhudary — Wed, 23 Aug 2023 13:09:57 GMT

Hello guys,

I have a question that is challenging me and I am struggling to find the write way to visualize it in a matrix table. I have a table as below and I want to create a matrix table where It will show me the headers as the first row and then the breakdown will be Project name, WBSE code, contract number however The key question is how would I make the project name row shows the key numbers and then the wbse row shows only the values set to it without repeating the values above and similarily the contract number values while wbse and contract values will sum to the initial project name row values. Is that possible?

Project Name XYZ			Location	ERP Number	Money Allocated	Money Spent	Money Saved	Actuals	Total	Budget	New Total	New Budget	Department 2 Contract price
Project 1			Calgary	ZH-000123	$ 50,000	$ 750,000	$ 25,000	$ 5,000	$ 830,000	$ 792,500	$ 150,000	$ 280,000	$ 10,000
	Pro - 1 - WBSE				$ 25,000	$ -	$ 25,000	$ 5,000	$ 55,000	$ 42,500	$ 25,000	$ 30,000	$ 10,000
		Contract 1											$ -
		Contract 2											$ 10,000
	Pro 2 - WBSE 2				$ 25,000	$ 750,000	$ -	$ -	$ 775,000	$ 750,000	$ 125,000	$ 250,000	$ -
		Contract 3											$ -

Re: Matrix Table with multiple layers breakdown

lbendlin — Wed, 23 Aug 2023 01:16:44 GMT

Have you considered enabling "show values on rows" ?

Re: Matrix Table with multiple layers breakdown

kalkhudary — Wed, 23 Aug 2023 13:16:28 GMT

@lbendlin I can use the shpw values as to hide grand totals however when i developed the visual, I was not able to have the contract 1 & 2 under wbse 1 and contract 3 under wbse 2. I did create initial WBSE and Contract # as a Project Subgroup and the values of the WBSE and contract # as Subgroup values and left all the budget, allocation, etcc.... values in columns. Still I wasn't able to have each contract under the assigned wbse to be set under its own WBSE. it is seperating them in the table. Any ideas on data modeling or mapping, perhaps. Much appreciated for your help.

topic Matrix Table with multiple layers breakdown in Custom Visuals Development Discussion

Matrix Table with multiple layers breakdown

Re: Matrix Table with multiple layers breakdown

Re: Matrix Table with multiple layers breakdown