Forum Discussion
Change rows to columns
- 6 years ago
Anonymous - Take a look at my file link again, second tab. I created 1 measure that is a simple SUM forumula. I then put it in a Matrix, and put the line number in the columns, everything else in rows, and got rid of the subtotals, except for the Transction line, which I thought might be useful, but you can get rid of that too. Then expanded all row descriptions and removed the stepped layout default.
That will automatically expand for every line item, so if a transaction comes in with 6 line items, you'll have 6 columns of data.
You could put the product names in the columns, but you have 13 unique products, so that becomes a very wide table to show all 13, and I suspect your real data has even more actual products.
You could combine this process with the measure MFelix provided if you don't want actual quantities but the concatenation of the product name and total in the Values part. I did a rough version of that on tab 3.
You can pre-expand the entire matrix so your users don't have to, and remove the +/- expansion buttons if desired, also shown on tab 3
This is a great solution!
One question though: I would like my final visual to be a table and not a matrix as I don't want to have users have to work with having to expand a table using the '+' icon on the matrix. Do you have any suggestions on how to accomplish that?
Best regards,
Mohs
MFelix FYI here is a link to a sample dataset that mimics what I'm working with. I would like my final visual to show not only products 1-4 on a line, but other columns as well (for example vessel name, notes which are assoicated with each transaction ID.
Sample data