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Anonymous
Not applicable

Formatting a Matrix

@ links to members, content

I have data formatted in the form of a table. 

IDTrans IDNameAmountDate
324145645Jane Doe450012/1/2021
324226531Jane Doe689711/15/2021
324312543Jane Doe100009/4/2021
324412356Jane Doe74214/5/2021

 

How do I keep all the detail information in rows in the matrix without having to drill down and just have the date across the top of the matrix with the amount under the date?

 

   Date1AmountDate2AmountDate3AmountDate4Amount
IDTrans IDName        
3241456256666Jane Doe12/1/2021450011/15/202168979/4/2021100004/5/20217421
           
           
           
4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

Your question is not clear.  If you want to create one row for each ID, then what entries do you want to show under the Trans ID column?


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

There should be only one ID 

 

In the rows there should be: 

Id  Trans  Name

And Columns should show dates and amounts

Show the expected result very clearly.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
amitchandak
Super User
Super User

@Anonymous , You have to create the following columns

 

Min ID = minx(FIlter(Table, [Name] = earlier([Name]) ) , [ID]) // Use in Matrix Row

 

Min Tran ID = minx(FIlter(Table, [Name] = earlier([Name]) ) , [Trans ID]) // Use in Matrix Row

 

Date Rank = Rankx(FIlter(Table, [Name] = earlier([Name]) ) , [Date],,asc,dense) // Use in Matrix Column 

 

and use Date and Amount as values , take max and sum respectively 

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