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Luiscv73
Frequent Visitor

Categories in rows by month on columns

I have this data table:

 

MemberDateFundAdjustTotalExp
Member11/25/202250.112.45-102.8
Member12/6/202252.410.8-35.6
Member13/25/202280.515.4-40.5
Member21/8/202252.410.8-35.6
Member22/14/202265.922.8-63.4
Member36/1/202296.525.4-58.4
Member33/25/202284.615.7-57.6

 

I have in a table visual the following output:

 

Row LabelsMemberSum of TotalExpSum of AdjustSum of Fund
Jan2-138.423.25102.5
Feb2-9933.6118.3
Mar2-98.131.1165.1
Jun1-58.425.496.5
Grand Total3-393.9113.35482.4

 

However, I need the output in this way:

 

ValuesJanFebMarJunGrand Total
Distinct Count of Member22213
Sum of TotalExp-138.4-99-98.1-58.4-393.9
Sum of Adjust23.2533.631.125.4113.35
Sum of Fund102.5118.3165.196.5482.4

 

I have try unsuccessfully with the matrix data, I tried unpivot columns, but not getting the desired result. Please, any help?

Thanks  

1 ACCEPTED SOLUTION
DataInsights
Super User
Super User

@Luiscv73,

 

Add measures to the Values field well of a matrix:

 

DataInsights_2-1673361264464.png

 

In the Format pane, go to Values and enable "Switch values to rows":

 

DataInsights_0-1673361131577.png

 

Result:

 

DataInsights_1-1673361147363.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

3 REPLIES 3
DataInsights
Super User
Super User

@Luiscv73,

 

Add measures to the Values field well of a matrix:

 

DataInsights_2-1673361264464.png

 

In the Format pane, go to Values and enable "Switch values to rows":

 

DataInsights_0-1673361131577.png

 

Result:

 

DataInsights_1-1673361147363.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Wow @DataInsights , exactly what I need. Really I have about three months working with BI, but your solution seems so ease now and I didn't find the way, that's why there are superuser like you. Thank you so much for your help.

@Luiscv73,

 

Glad to hear that works. These forums are a great place to learn, and there's always something new to add to your toolkit. 🙂





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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