Field Parameter Question

[zhris]

Hi! I have two Matrix tables that are essentially the same except for the column header. One table is by Hierarchy (Manager expands to Supervisor, which then expands out to Employee), and the other is Geography (State expands to City, then Street). I'm looking to combine them and use a Field parameter to select Hierarchy or Geography, but keep the expandability. Is that possible? Thanks!

[Shai_Karmani · Accepted solution]

Yes, this is doable with one field parameter. Create a parameter that contains all six fields (Manager, Supervisor, Employee, State, City, Street), then drop the parameter into the Rows well of your matrix.

On the field parameter slicer, turn on multi-select. When the user picks the three fields they want, the matrix shows them as a normal row hierarchy with the usual expand and collapse icons.

Use the Order column in the parameter to lock the display order so Manager, Supervisor, Employee and State, City, Street always appear top-down even though they share the same slicer. If you want a single click toggle instead of three checkboxes, layer two bookmarks over the slicer, each preselecting the right three fields.

If this solved it, please mark it as the accepted solution and give it a kudos.

Thanks,
Shai Karmani

Let's connect in LinkedIn

[v-kathullac]

Hi @zhris ,

Thank you @danextian for the response provided!

Has your issue been resolved? If the response provided by the community member addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.

Thank you.

[v-tejrama]

Hi @zhris ,

Thank you @danextian for the response provided!

Has your issue been resolved? If the response provided by the community member addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.

Thank you.

[danextian · Accepted solution]

Just ensure to turn on Persist hierarchy level from the options

[being_human1]

Yes, it's possible. Create a Field Parameter that switches between:

Hierarchy: Manager → Supervisor → Employee
Geography: State → City → Street

Add the Field Parameter to the Matrix Rows area, and the expand/collapse functionality will still work for the selected hierarchy.

[Shai_Karmani · Accepted solution]

Yes, this is doable with one field parameter. Create a parameter that contains all six fields (Manager, Supervisor, Employee, State, City, Street), then drop the parameter into the Rows well of your matrix.

On the field parameter slicer, turn on multi-select. When the user picks the three fields they want, the matrix shows them as a normal row hierarchy with the usual expand and collapse icons.

Use the Order column in the parameter to lock the display order so Manager, Supervisor, Employee and State, City, Street always appear top-down even though they share the same slicer. If you want a single click toggle instead of three checkboxes, layer two bookmarks over the slicer, each preselecting the right three fields.

If this solved it, please mark it as the accepted solution and give it a kudos.

Thanks,
Shai Karmani

Let's connect in LinkedIn