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

[KCarlton96]

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.

[v-jianboli-msft · Accepted solution]

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.

[KCarlton96]

Thank you so much!

[v-jianboli-msft]

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.

[KCarlton96]

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