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Hi all,
I would like add more than one column of row headres -- the first column would be project name, but then I would add another column that would show the project manager and/or status of the project. This would all be on the left side of the dividing line that divides the row headers from the values/columns.
An old post referenced adding the fields to the Rows, but then turning off "stepped layout", but it was from 2023 and I no longer see anything like that in the Format pane.
Any suggestions?
How it is now:
What I would like to be in the first two columns, instead of only project name:
Thanks all!
Solved! Go to Solution.
choose Tabular and then disable the Totals for the secondary row value
Hi @alicek ,
Thank you @lbendlin for the helpful response!
As lbendlin suggested, switching the layout to Tabular (under Layout and style presets) is the way to show multiple row headers like Project Name and Status side by side in the Matrix. This replaces the old "Stepped layout" toggle. After setting the layout to Tabular, just turn off row subtotals for the second field to keep things clean. That should give you exactly the layout you are aiming for.
Hope this resolve your issue.If so,consider accepting it as solution.
Regards,
Pallavi.
Hi @alicek ,
Thank you @lbendlin for the helpful response!
As lbendlin suggested, switching the layout to Tabular (under Layout and style presets) is the way to show multiple row headers like Project Name and Status side by side in the Matrix. This replaces the old "Stepped layout" toggle. After setting the layout to Tabular, just turn off row subtotals for the second field to keep things clean. That should give you exactly the layout you are aiming for.
Hope this resolve your issue.If so,consider accepting it as solution.
Regards,
Pallavi.
Thank you @v-pagayam-msft ! That worked!!
However, it doesn't appear to be able to sort by Project Stage, the other meta-data column I just added. No matter how I try to get it to sort, it won't. Any ideas?
choose Tabular and then disable the Totals for the secondary row value
It doesn't appear to be able to sort by Project Stage, the other meta-data column I just added. No matter how I try to get it to sort, it won't. Any ideas?
What is your expected sort order?
Normally, when you click on the title of a column with data type text, it auto-sorts alphabetically and a small black ticker arrow appears showing int he column header.
That's what I expect here when I cllick on the Project Stage column. However, although the black ticker arrow appears, it remains sorted by Project Name (you can see from the screenshot that the stages (in progress, complete, cancelled) continue to be inter-mixed).
You would need to change the hierarchy order of the columns for the sort to work that way.
Thank you so much!!!