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B_Rax's avatar
B_Rax
Helper I
2 years ago
Solved

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:

 

Parts Sales:

 

 

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

 

Table displays as desired: 

 

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

 

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!

 

  • 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 πŸ‘ and mark it as the solution βœ…
    It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🀠 

1 Reply

  • Daniel29195's avatar
    Daniel29195
    Community Champion

    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 πŸ‘ and mark it as the solution βœ…
    It makes a difference and might help someone else too. Thanks for spreading the good vibes! πŸ€