Forum Discussion

rdops's avatar
rdops
Helper III
6 years ago

Help to create personalised Matrix

Hi all,

Me again with my post #11.

I am trying to create a matrix that shows me different values for different categories. I managed to do a customised table whi worked very well with the combination of Union (Row(. However I got stuck with the slicers as there are no relationships between my personalised table and the fields I need to show.

Imagine that I have 3 teams and I want to show the revenue + staf cost + contribution Margin for each team. We do  have different calculations for differnt systems (which I am calling A, B, C).  I have all the calculations done so all good. I just need to be able to display the information like the below table, in a way that when I filter team Red, it shows all the below for team red. With my personalised table I managed to get all the information but they are grouped. I.e. when I select team Red, it does not change. It shows the calculations for all teams together. Not sure if I am making sense. If I could have the below broken by month, even better. Hope you can assist.

thanks in advance,

RD

 

Team (drop down): Red, Blue, Orange    
     
CategoryTeam NameCalculation ACalculation BCalculation C
TeamRed   
Revenue $       30,000.00   
Staff  cost $         2,000.00   
Contribution Margin $ $       28,000.00   
Contribution Margin %93%   

2 Replies

  • dax's avatar
    dax
    Community Support

    Hi rdops , 

    I am not clear about your requirement, if possible could you please inform me more detailed information(such as your expected output and your sample data )? Then I will help you more correctly.

    Please do mask sensitive data before uploading.

    Thanks for your understanding and support.
    Best Regards,
    Zoe Zhi

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

    • rdops's avatar
      rdops
      Helper III

      Hi Zoe,

      Thanks for looking into this. The data is a bit messy for me to share but I will try to explain better.

      I have all the calculations done, I need help displaying them like the table below and with a dynamic filter. 

      I have 3 teams (orange, blue and red). Each team has a certain number of people and these people generate revenue, and have a cost. What I am trying to achieve is to visualise these values (revenue generated by each team for a total period (total value $); for the year of 2020 and for the year of 2019. Then I want to see the staff cost for each team also as a total value; in 2020 and 2019. The same for Contribution margin ($ and %). I have the calculations done. I just dont know how to display in a matrix like below. I did a manual table using Union (ROW but I couldnt figure out how to make it dynamic with with the teams filter. I.e., the results I get only show me the total. It does not show per team. On a separate table I have all the values by teams.

       

      CategoryTotal Value $Sum of $ 2020 Sum of $ 2019
      Revenue $              4,000.00 $                 2,000.00 $   2,000.00
      Staff Cost $              3,000.00 $                 1,500.00 $   1,500.00
      Contributon margin $ $              1,000.00 $                     500.00 $      500.00
      Contributon margin %10%4%4%
      Team Orange/Red/Blue