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How to create this Matrix or Table visual in Report Builder
Hello, suppose these are the records: Based on the above recordes, I was trying to get the below aggregated table in Report Builder - basically it calculates the payment groupped by Custome...
Hiii OceanExplorer
Insert a Table
- In Report Builder, add a new Table from the toolbox.
Assign Fields to Rows & Values
- Drag "State" into the Row Groups pane.
- Drag "Customer ID" under "State" in the Row Groups pane (this ensures Customer ID is grouped under each state).
- Drag "Payment" into the Values pane and set the aggregation to Sum.
Ensure Aggregation is Correct
- Right-click the [Payment] field in the table and choose Expression.
- Modify the expression to:=Sum(Fields!Payment.Value)
- This ensures that the Payment values are summed for each State + Customer ID.
Run the Report
- Click Preview to verify the output.
If this helps, I would appreciate your KUDOS!
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Hi OceanExplorer ,
1. Navigate to insert --> Table --> Table Wizard. Select the data set from the wizard.
2. From the list of columns, drag and drop state and customer id in the Row Group section and payment to values section and right click on payment and change it to sum. resulting wizard will be as shown below.
3. Click on Next and Finish it. It will add the table to the report. Click on run and the expected results are shown as below.
Hope this answers your query.