Forum Discussion
Helper VGrouping some accounts in Table View
All,
I have some data in a table which I need to see two ways.
I have the following principal accounts:
Advanced Energy
Artesyn
Excelsys
SL Power
Ultravolt
We also have approximately 20 more principal accounts which we receive commission payments from. What I ultimately want to do is creat a matrix table to see prinicpals on the left, months horizontally, filtered by the current year. In that view I want to see Advanced Energy sub-totalling all the prinicpal account values by month for the year, but have the ability to select the + symbol to expand and show the principal accounts under Advanced Energy.
I'm not sure how to group these in a way that I can still pull all my prinicpals in including the new group called Advanced Energy.
Hope that makes sense.
3 Replies
- vanessafvg
Community Champion
are you able to share dummy data with an example of what you expect to see?
emma313823Hi,
So I just created a simple Matrix table.
Instead of having Artesyn and Excelsys shows as they are, I want to group the principals I noted so that they drop under Advanced Energy and would be indented. I still would want the other principals to show in the table as they are, but to have these grouped.
I was able to create a group, but dragging that from the Data pane into the Matrix table just showed Advanced Energy with data rolled up. I need to see it rolled up, but I also need to expand it and see each individually.
- vanessafvg
you need to create an additional column and use the additional column as the grouping at the higher or lower level level. if they a different level, they probably shouldnt be in the same column anyway in power query you can create an conditional column where if the column is a higher level set it to that or if its a lower level set it to that. if you provide actual sample data in a decent text format i can do do it for you and show you.
