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Hi Everyone,
I am working on Power BI Dashboard for Financial Data
Table A: This year budget
Project Name Category A Category B Category C Total
Marketing X 0.2 0.1 0.3 0.6
Websites ZC 0.2 1.0 0.2 1.4
eCommerce 0.5 0.5 0.2 1.2
Total 0.9 1.6 0.7 3.2
Table B: Last Year Budget
Project Name Category A Category B Category C Total
Marketing X 0.4 0.2 0.4 1.0
Websites ZC 0.5 0.5 0.2 1.2
eCommerce 0.5 0.7 0.1 1.3
Total 1.4 1.4 0.7 3.5
We want Table A sorted based on Highest to Lowest for both column and row and Table B follow Table A
Expected Result:
Table A: This year budget
Project Name Category B Category A Category C Total
Websites ZC 1.0 0.2 0.2 1.4
eCommerce 0.5 0.5 0.2 1.2
Marketing X 0.1 0.2 0.3 0.6
Total 1.6 0.9 0.7 3.2
Table B: Last year budget
Project Name Category B Category A Category C Total
Websites ZC 0.5 0.5 0.2 1.2
eCommerce 0.7 0.5 0.1 1.3
Marketing X 0.2 0.4 0.4 1.0
Total 1.4 1.4 0.7 3.5
Any thought how we can do this Dynamically?
Hi @Anonymous
Currently the matrix visual only supports to sort by Row header and Value field. To sort the column, you need to add a calculated column in the data table to calculate this year's budget in advance, then sort the category column by it.
Additionally, it is not supported to sort a matrix visual by values in another visual. You may also need to create a calculated column to sort by in advance. Does data in both visuals come from the same data table? Is the value field a measure or a column? Can you please share some dummy data to show the original data table then we can look into it if it is possible to create a calculated column for sorting-by?
Best Regards,
Community Support Team _ Jing
Sure, my raw table consist of 2 sheet. First Sheet is project list, Second sheet is Category and Value like below
| Project Name | Category | 2021 | 2022 |
| Websites | X | 100 | 200 |
| Websites | Y | 50 | 10 |
| Project A | X | 120 | 250 |
| Project A | Y | 200 | 400 |
@Anonymous , If this a matrix column, it can only sort on sort column
Assume the data is like
Product Name, Category , Value
Then you can create a new column
Cat value= Sumx(filer(Table, [Category] = earlier([Category])) ,[Value])
Category 1 = [Category]
And mark cat value as sort column for Category 1, and use that in visual
How to Create Sort Column and Solve Related Errors:
https://www.youtube.com/watch?v=KK1zu4MBb-c
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