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KCarlton96
Frequent Visitor

Help formatting a Matrix visual/Is what I want to do possible?

Good day,

 

I am attempting to build a matrix to show data imported from snowflake.

The relationships between the data are as follows:

                

Person ----1..*------->Policy

Policy -----1..*-------> Code

 

I would like to first show the Person's name and then have the expansion to the different records for the policies. Please see the sample below.

 

PersonBranchCodeStatusDate
Jon Doe    
     Policy 11ABCOrdered 
     Policy 11CDEReceived31/1/23
Jane Doe    
     Policy 13FGHOrdered 
     Policy  13IJKOrdered 
     Policy 23LMNOrdered 
     Policy 33OPQOrdered 

 

Please advise if this is possible and if so, how to achieve it.

Thanks in advance for your assistance.

1 ACCEPTED SOLUTION
v-jianboli-msft
Community Support
Community Support

Hi @KCarlton96 ,

 

Please try:

Status' = IF(ISINSCOPE('Table'[Requirement]),MAX('Table'[Status]))

Date' = IF(ISINSCOPE('Table'[Requirement]),MAX('Table'[Date]))

Then apply it to the matrix visual:

vjianbolimsft_0-1675838272974.png

Turn on "Show items with no data":

vjianbolimsft_1-1675838306938.png

Final output:

vjianbolimsft_2-1675838324502.png

vjianbolimsft_3-1675838338388.png

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
v-jianboli-msft
Community Support
Community Support

Hi @KCarlton96 ,

 

Please try:

Status' = IF(ISINSCOPE('Table'[Requirement]),MAX('Table'[Status]))

Date' = IF(ISINSCOPE('Table'[Requirement]),MAX('Table'[Date]))

Then apply it to the matrix visual:

vjianbolimsft_0-1675838272974.png

Turn on "Show items with no data":

vjianbolimsft_1-1675838306938.png

Final output:

vjianbolimsft_2-1675838324502.png

vjianbolimsft_3-1675838338388.png

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank you so much!

v-jianboli-msft
Community Support
Community Support

Hi @KCarlton96 ,

 

What are the fields that you associate between these tables? What are the fields from each of the tables in the matrix you want to create? Can you please share more details to help us clarify your scenario?

Please provide me with more details about your table and your problem or share me with your pbix file after removing sensitive data.

 

Refer to:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

 

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi good day,

Thank you for your response.

 

The data is stored in one table.

A sample of the day would be like below:

ClientPolicyBranchCompanyRequirementStatusDate
John Doe13456789010001ABCCDEFOrdered1/1/23
John Doe13456789010001ABCGHIJReceived1/1/23
John Doe23456789110001ABCKLMNOrdered1/1/23
Jane Smith34567890120000XYZOPQROrdered3/1/23
Jane Smith34567890120000XYZKLMNOrdered3/1/23
Janice Doe98765432130004XYZCDEFReceived5/1/23
Janice Doe98765432130004XYZGHIJReceived5/1/23
Janice Doe98765432130004XYZOPQROrdered5/1/23
Janice Doe98765432130004XYZSTUVOrdered5/1/23

 

So a Client can have multiple Policies and Policies can have multiple Requirements ordered for it.

What I would want is to show the Name of the client, which would then expand into the policies for that client which would then expand to the Requirements for that Policy. Status and Date are the requirement status and date.

So the visual hierarchy I'm looking for is:

Client

  • Policy
    • Requirement, Status, Date

Please let me know if you need any more information.

Thank you again for being willing to assist.

 

Regards,

Katrina

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