Forum Discussion
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.
| Person | Branch | Code | Status | Date |
| Jon Doe | ||||
| Policy 1 | 1 | ABC | Ordered | |
| Policy 1 | 1 | CDE | Received | 31/1/23 |
| Jane Doe | ||||
| Policy 1 | 3 | FGH | Ordered | |
| Policy 1 | 3 | IJK | Ordered | |
| Policy 2 | 3 | LMN | Ordered | |
| Policy 3 | 3 | OPQ | Ordered |
Please advise if this is possible and if so, how to achieve it.
Thanks in advance for your assistance.
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:
Turn on "Show items with no data":
Final output:
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.
4 Replies
v-jianboli-msftCommunity 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:
Client Policy Branch Company Requirement Status Date John Doe 134567890 10001 ABC CDEF Ordered 1/1/23 John Doe 134567890 10001 ABC GHIJ Received 1/1/23 John Doe 234567891 10001 ABC KLMN Ordered 1/1/23 Jane Smith 345678901 20000 XYZ OPQR Ordered 3/1/23 Jane Smith 345678901 20000 XYZ KLMN Ordered 3/1/23 Janice Doe 987654321 30004 XYZ CDEF Received 5/1/23 Janice Doe 987654321 30004 XYZ GHIJ Received 5/1/23 Janice Doe 987654321 30004 XYZ OPQR Ordered 5/1/23 Janice Doe 987654321 30004 XYZ STUV Ordered 5/1/23 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
- Policy
- v-jianboli-msft
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:
Turn on "Show items with no data":
Final output:
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!
