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y5famfnatudu
Resolver I
Resolver I

Add Customer's Name as a column in a Matrix

Hello,

I have a Matrix where the row is Contract Nr., and I would like to add the Customer's Name (coming from another related table) to the Matrix as "Values"
How can this be achieved, please?

 

Best regards,

Simon

1 ACCEPTED SOLUTION

Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.
https://dropmefiles.com/glxnG
Screen Capture #296.png

View solution in original post

11 REPLIES 11
y5famfnatudu
Resolver I
Resolver I

@v-zhangti , @Ashish_Mathur 

The Model is very simple, as shown in the screenshot below

y5famfnatudu_0-1676606264893.png

 

Here's what I'm trying to achieve:

y5famfnatudu_1-1676606786832.png

Kindly note that I'm not allowed creating any calculated tables, nor calculated columns.

 

Best regards,

Simon

Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.
https://dropmefiles.com/glxnG
Screen Capture #296.png

Hello @Ahmedx ,

If the column I would like to concatenate is part of the Fact Table, how should the measure look like?

I appreciate your help so much.

 

Best regards,

Simon

maybe like this:

Name Customer = CONCATENATEX('Fact',[Name],", ")

Perfect, thank you so much @Ahmedx 

Drag Customer from Table2 and write this measure

Total = sumx(Table1,Table1[Amount]*Table1[Quantity])

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Kindly note that dragging customers to values won't won't work.

My concern is not the Sales amount, rather the customers.

 

Best regards,

Simon

Ashish_Mathur
Super User
Super User

Hi,

As long as the 2 tables are relatd, you should get the expected result when you drag Customer name to the row itself (not values) of a matrix visual.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi @Ashish_Mathur 

With a table that shouldn't be a problem, but with Matrix that won't work, a measure is needed to get the related customer(s).

 

Best regards,

Simon

Hi,

Share some data to work with and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
v-zhangti
Community Support
Community Support

Hi, @y5famfnatudu 

 

Can you provide sample data for testing? Sensitive information can be removed in advance. What kind of expected results do you expect? You can also show it with pictures or Excel. I look forward to your response.

 

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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