Forum Discussion
Helper IIICannot add calculated columns in a pivot table
Hi GON76 ,
Thanks for clarifying now it makes total sense what you’re trying to do. The reason those fields (Compliance Status and Learning Path Completion) “disappear” when you drop them into the Matrix is because the Matrix visual doesn’t work like Excel. Instead of just showing columns side-by-side, it turns them into a hierarchy under Columns, which is why you only see drill-down options instead of flat columns.
Since you just want those calculated fields to show up as normal columns, the easiest fix is.
- Use a Table visual instead of a Matrix.
- In the Table, every field you drag in (Username, Compliance Status, Learning Path Completion, etc.) will show up as a separate column exactly how you expect.
So,
- Table = flat columns (what you want here).
- Matrix = grouped/expandable view (good for summarizing, but not great for your use case).
If you switch the visual to Table, you’ll see those calculated columns right away with no drilling or extra steps.
You’re not doing anything wrong this is just how the Matrix is designed. For your scenario, the Table visual is the right one.
Regards,
Akhil.
Helper IIISure thing, the two columns that I'm trying to add are Compliance Status and Learning Path Completion. Let me know if there's anything else you'd like to see. Thanks in advance!
- FBergamaschi
Super User
I cannot understand from this image, sorry. It might be a problem of just drilling down to the right level
Can you create a new visual, add just a couple of columns into rows, a couple into columns and check if everything works?
Best
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Francesco Bergamaschi
MBA, M.Eng, M.Econ, Professor of BI
- GON76
I created a visual with just the username as a column, the names as rows, and exitdate as values. I'm still unable to add the columns. Is this a limit with pivot tables when handling lots of data?
- FBergamaschi
Not that I know, can you share the file in someway (cloud) so I double check what is going on?
- danextian
Hi GON76
You haven't clicked drill down down or expand columns so the view is stuck to the first column in the hierarchy. Change Drill on to Columns and click Expand Hierarchy.
- GON76
Hi Francesco,
Is there a way to remove the hierarchy so that all of the data is expanded into separate columns without the expand/collapse button? Would this allow me to add those two calculated columns to the matrix table?
Thanks!
