topic Re: The order in Matrix table in Report Server

The order in Matrix table

brankocareer — Wed, 22 Jan 2025 20:39:33 GMT

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

Re: The order in Matrix table

divyed — Thu, 23 Jan 2025 07:53:57 GMT

Hello brankocareer ,

Please share more details along with sample input and expected output.

Re: The order in Matrix table

Anonymous — Thu, 23 Jan 2025 08:13:01 GMT

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

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Best Regards

Yongkang Hua

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Re: The order in Matrix table

brankocareer — Thu, 23 Jan 2025 20:41:19 GMT

I prefer using Power BI.

Re: The order in Matrix table

brankocareer — Thu, 23 Jan 2025 20:46:48 GMT

Account Category	Account Category Order	Rollup For Forecast	Sum of Amount
SALARIES	1	Employer Contributions	7473333
SALARIES	1	Salaries & Wages - Overtime	28070
SALARIES	1	Salary Permanent Positions	34042888
SUPPLIES	2	Achievement Awards	252
SUPPLIES	2	Advertising	0
SUPPLIES	2	Contract Services	2728367
SUPPLIES	2	Employee Travel	334331
SUPPLIES	2	Honoraria	3000
SUPPLIES	2	Hospitality, Corporate Event & Working Session	141692
SUPPLIES	2	Insurance Expenses	40757
SUPPLIES	2	IT Services	415941
SUPPLIES	2	Legal Expenses	5139370
SUPPLIES	2	Materials & Supplies	30858
SUPPLIES	2	Miscellaneous	81186
SUPPLIES	2	MLA Expenses	51292
SUPPLIES	2	Office Equipment & IT Supplies	179006
SUPPLIES	2	Other Employee Expenses	188096
SUPPLIES	2	Other Services	299957690
SUPPLIES	2	Publications Expenses	580398
SUPPLIES	2	Rental	90817
SUPPLIES	2	Repairs & Maintenance	28669
SUPPLIES	2	Telephone and communications	126785
OTHER	3	Allowances & Benefits	199096
OTHER	3	Amortization of Tangible Capital Assets	72854
OTHER	3	Capital Asset Acquisition	0
OTHER	3	Grants	169744428
OTHER	3	Other Expenses	-316072