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B_Rax
Helper I
Helper I

How to Display Matrix Visuals with Related Dimension Text Values

I've been working with matrix visuals and have encountered an issue with displaying data from related dimension tables such as names. I have been using a DAX function to get the desired result, but I wanted to know if there is a better solution that doesn't involve bi-directional filtering. Example:


Customer Dimension:

B_Rax_0-1708547877664.png

 

Parts Sales:

B_Rax_1-1708547926812.png

 

 

Table Relationships:
'Customers'[Customer_ID] 1:* 'Part Sales'[Customer_ID]

B_Rax_0-1708547030686.png

 

Table displays as desired: 

B_Rax_1-1708547131822.png

 

However, a matrix requires a DAX measure to achieve the same result:

B_Rax_2-1708547208004.png

 

The DAX used is:

Workaround_Measure =
MINX(
    FILTER(Customers, Customers[Customer_ID] = MIN('Part Sales'[Customer_ID])),
    Customers[Customer_Name]
    )

Please let me know if there is an easier solution to this without using bi-directional filtering if possible. Thank you!

 

1 ACCEPTED SOLUTION
Daniel29195
Super User
Super User

@B_Rax 

 

since you are filtering by parts,  ( it is on the row level of your visual ) ,and you are dragging customer name ( from dim customers )  to the values, 

sales part doesnt filter dim customers table , and this is the reason of such behavior .

 

what you can do, is instead of putting the customer name into the values, you can drag it into the rows of the matrix also .

 

 

 

now in the table vsiual, it is working, because, customer name is used as a dimension and not as a value ( like First, Last , .... like in the matrix ) , and this is the reason why it is working  in the table visual .

 

 

let me know if this helps . 

 

 

 

If my answer helped sort things out for you, i would appreciate a thumbs up 👍 and mark it as the solution
It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🤠 

View solution in original post

1 REPLY 1
Daniel29195
Super User
Super User

@B_Rax 

 

since you are filtering by parts,  ( it is on the row level of your visual ) ,and you are dragging customer name ( from dim customers )  to the values, 

sales part doesnt filter dim customers table , and this is the reason of such behavior .

 

what you can do, is instead of putting the customer name into the values, you can drag it into the rows of the matrix also .

 

 

 

now in the table vsiual, it is working, because, customer name is used as a dimension and not as a value ( like First, Last , .... like in the matrix ) , and this is the reason why it is working  in the table visual .

 

 

let me know if this helps . 

 

 

 

If my answer helped sort things out for you, i would appreciate a thumbs up 👍 and mark it as the solution
It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🤠 

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