Custom Subtotal/Grouping in Inforiver Reporting Matrix Based on Flat Data Table

[gordoncappo]

Hi Everyone,

I am trying to create a custom subtotal/grouping in the Inforiver Reporting Matrix based on a flat data table. Below is an example of my data model and the desired outcome. For simplicity, let's assume my sales unit hierarchy has two levels:

• Level 1: Sales Group (parent)

• Level 2: Sales Unit (children)

In my data model, this hierarchy is stored in one table, but it is not at the lowest level (children). This is because, at the end of each quarter, allocations are made at the Sales Group (parent) level, and not to the underlying children. This creates a challenge where the subtotal, although mathematically correct, does not align with reporting requirements.

The key requirements for my report are:

1. Expand/Collapse Functionality: Level 1 (parent) must be able to expand/collapse to display Level 2 (children) below it.

2. Specific Amounts per Level: Both Level 1 (parent) and Level 2 (children) must display the amounts associated with their respective units.

3. Custom Subtotals: Level 1 (parent) should not roll up mathematically; instead, it should reflect

4.  the amount + allocation made to that level.

Any insights or guidance on how to achieve this in the Inforiver Reporting Matrix would be greatly appreciated. Or if there is a way to achieve this using the native matrix visual, that works too. Thank you!

[Anonymous]

Hi @gordoncappo 

My suggestion is to change your table structure so that different levels of 'sales unit' are placed in different columns, rather than in the same column.

Best Regards,

Jayleny

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[gordoncappo]

Hi @Anonymous 

Thank you for taking the time to review my post—I appreciate it.

In reality, my data model follows a properly structured star schema. However, my sales data (i.e., the 'Data Model' grid above) is loaded into the system in this format, so I cannot change its structure. If I’m misunderstanding you, could you clarify your suggested method?

Thank you.

- GC