Hiding A Sorting Row in A Matrix

[Anonymous]

Please help me with my Matrix.

I have a matrix I created so that users can drill down to lower levels to see what values live underneath them.

The problem I am having is that I want to sort by a numerical value that must not be displayed visually.  This is because the numerical values translate to a text value that WILL be displayed, but not sorted on.

For instance, we have sorted in the proper order:

Cash

Marketable Securities

Accounts Receivable

Allowance

Notes Receivable

A picture says it all, so I will paste my workspace here.  Sorry, but the community forums won't let me make this any bigger:

Here is a bigger version:

You can see that I have "LEVEL", which displays as a number, such as 1000, 1010, 1020, and so on.  This is what I am using to sort by.  I still need to maintain this sort, but eliminate the display of these sort numbers and the "Total" that it is printing for these sort numbers.  That way we only see, with no blank lines or other values:

Cash                                           $..............

Marketable Securities                $..............

Accounts Receivable                  $..............

Allowance                                   $..............

Notes Receivable                        $..............

Thanks.

[Anonymous]

So is there no way to do this?  My question just got pushed to the second page of the forum.  Can anyone recommend any other forums where there are more Power BI Users?

Thanks.

[Anonymous]

Bump

[v-cherch-msft]

Hi @Anonymous 

You may use Sort by column for Account Subgroup column like below.

Regards,

Cherie

[Anonymous]

Cherie,

The sort by column button is greyed out for me so that I cannot select it.  I should also reiterate that I am using a matrix, which might have different rules for use with regard to sorting, no?

I did find information out there on how to sort on a hidden column for a "Table" visualization and a "Chart" visualization, but not for a "Matrix" visualization.

Please let me know.

Thanks.

[v-cherch-msft · Accepted solution]

Hi @Anonymous 

Please select the column you want to sort first.Then click sort by column.Attached the sample file for reference.

Regards,

Cherie

[Anonymous]

None of these suggestions work.

After much research by my boss and I, we are going to have Microsoft get involved and tell us how to make this work.

I simply want to sort by a hidden column in a Matrix.  I should be able to add a column field to the Matrix, or a query, or a Dax created field, and sort it, then somehow hide it.

[michellepace]

Hi @Anonymous , its actually quite a simple process to do what you need. It's just difficult to describe in words. I've made a little video for you. The trick is sorting the AccountSubGroup field by the LEVEL field (make sure your Level field is already sorted in ascending order). Here you go:

How to sort a matrix by a "hidden" field: https://youtu.be/n7VYW-vfCrY

[rokacl]

Hi @michellepace

And what do you about ordering a table of financial statements, when you have repeated classifications because of the comparison year?, like this case. Power BI doesnt let me sort by [Índice] because of the repeated rows.

[dom99]

Thanks for the youtube video. Without it I wouldnt have got this working, I didnt realise you had to order the specific column by the column you want to sort by (I can see why describing it is difficult). 

Anyway thanks 🙂