Forum Discussion
Column in matrix visual
I have a matrix visual that shows aged debt, like this:
| Client name | 0-30 | 31-60 | 61-90 |
| ABC Ltd | £100 | £0 | £200 |
| DEF Inc | £0 | £10 | £20 |
I'd like to include another column (ClientCode) which is an attribute of the Client record. So it would look like this:
| Client name | Client code | 0-30 | 31-60 | 61-90 |
| ABC Ltd | 0001 | £100 | £0 | £200 |
| DEF Inc | 0002 | £0 | £10 | £20 |
I've tried adding the ClientCode field in various places within the Fields section of the visualization but I can't seem to make it appear as I want. The rest of the matrix, including the totalling of the fields works fine.
This sounds simple. What am I missing?
12 Replies
I have a matrix visual that shows aged debt, like this:
Client name 0-30 31-60 61-90 ABC Ltd £100 £0 £200 DEF Inc £0 £10 £20 I'd like to include another column (ClientCode) which is an attribute of the Client record. So it would look like this:
Client name Client code 0-30 31-60 61-90 ABC Ltd 0001 £100 £0 £200 DEF Inc 0002 £0 £10 £20 I've tried adding the ClientCode field in various places within the Fields section of the visualization but I can't seem to make it appear as I want. The rest of the matrix, including the totalling of the fields works fine.
This sounds simple. What am I missing?
Mike
Hey mfeingold
Have you tried dragging the Client code field into the values well of the Matrix? Works for me
Hope this helps,
Parker
Hello Parker
Thanks for your reply.
Adding ClientCode to the Values well gives:
Client name 0-30 31-60 61-90 First ClientCode Amount First ClientCode Amount First ClientCode Amount ABC Ltd 0001 £100 0001 £0 0001 £200 DEF Inc 0002 £0 0002 £10 0002 £20 Note how the client code appears multiple times.
I don't want to aggregate the ClientCode field - I just want to show it in a separatae column alongside the ClientName .
Mike
Are your "0-30", "31-60", "61-90" fields in the Values well also? If not, try to put them there. You'll have Client name in the Rows and your other 4 fields in the Values.
Let me know if that works,
Parker
Thanks Dale
The grids in my initial posts are just made up data to illustrate the point.
Adding ClassID to the Rows well doesn't quite work - my grid is configured to use stepped layout which works well with the drill down but means that not all the columns in the Rows well are shown at all times.
I want the extra column (ClassID in your example, ClientCode in my example) to be visible in all cases, irrespective of the drill down.
Is this possible in the matrix?
Thanks
Mike
Hi Mike,
I'm afraid that isn't how Matrix visual works. I would suggest you create an idea here.
Best Regards,
Dale
