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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Adding a column to matrix visual with drill through

I have a matrix visual with rows based on Lead Source

The columns are based on the field ‘statecode_display’ and the values are based on the count of leads.

 

I need to add a column for Converted % which is:

Qualifed/Total * 100

 

 

My visual set up is:


 

 

I have created the following measures:

 

TotalLeads

TotalLeads = CALCULATE(DISTINCTCOUNT('Lead'[leadid]), FILTER('Lead', 'Lead'[statuscode_display] <> "Internal" && 'Lead'[statuscode_display] <> "International" && 'Lead'[statuscode_display] <> "Duplicate"))

TotalQualified

TotalQualified = CALCULATE(DISTINCTCOUNT('Lead'[leadid]) , FILTER('Lead', 'Lead'[statecode_display] = "Qualified"))

Qualified%

Qualified% = CALCULATE(DIVIDE([TotalQualified], [TotalLeads]))

If I put the measure for Qualified% into the Values section of the visual I get:

 

 

Which is not what I want as I only want Qualified% as a single column.

 

I tried creating the other columns Disqualified, Open,Qualifed as measures and then displaying them as Values only with the Qualified% as a measure and they display in the desired format.

 

 

However, I am not able to drill through to my detail report page as each column measure is built on different filters

How do I make it so that I can drill through on the non percentage total values?

  • Anonymous's avatar
    Anonymous
    7 years ago

    Hi Anonymous ,

    Current you can't do customize on matrix column, If you add one field to value fields, it will expand to each column category.

    For your scenario, I'd like to suggest you create a table with each states and 'quality percent'. Then you can use this field to replace original matrix column and write measure to manually summarize records based on current lead and states.

    If you are confused on coding formula, please share a pbix file with some sample data for test.

    Regards,

    Xiaoxin Sheng

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous ,

    Current you can't do customize on matrix column, If you add one field to value fields, it will expand to each column category.

    For your scenario, I'd like to suggest you create a table with each states and 'quality percent'. Then you can use this field to replace original matrix column and write measure to manually summarize records based on current lead and states.

    If you are confused on coding formula, please share a pbix file with some sample data for test.

    Regards,

    Xiaoxin Sheng