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MYue
New Member

How to prevent matrix summarize certain fields

I structured a matrix using some dummy data:

MYue_0-1707864253317.png

and this is how it look like when I put them in a matrix.

MYue_0-1707863265507.png

In this sample, there are 2 positions that have different unique position ID that issued by same issuer.  So I put Issuer and Position ID into "rows" and various "commitments", "maturity" into "Values".  Everything went well here.

 

When I click the minus sign on the left, it fold and display the following:

MYue_2-1707863632667.png

 

I like this feature, however, Is there a way to not summarized the field and let it be empty(blank)?

For example, the summation of commitments are reasonable, but for Maturity, it only allow me to select between earlist, latest, count, count(distinct).   None of it really make sense in this scenario, is there a way to leave it empty?

 

MYue_3-1707863802556.png

 

Thank you!

 

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @MYue ,

 

You might consider using a measure instead.

Here are the steps you can follow:

1. Create measure.

Measure =
IF(
    HASONEVALUE('Table'[Position ldentifier]),MAX('Table'[Maturity]),
    IF(
        HASONEVALUE('Table'[Security Name]),BLANK()))
Measure2 =
CONVERT([Measure], DATETIME)

2. Result:

vyangliumsft_0-1707902634406.png

vyangliumsft_1-1707902634408.png

 

Best Regards,

Liu Yang

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

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @MYue ,

 

You might consider using a measure instead.

Here are the steps you can follow:

1. Create measure.

Measure =
IF(
    HASONEVALUE('Table'[Position ldentifier]),MAX('Table'[Maturity]),
    IF(
        HASONEVALUE('Table'[Security Name]),BLANK()))
Measure2 =
CONVERT([Measure], DATETIME)

2. Result:

vyangliumsft_0-1707902634406.png

vyangliumsft_1-1707902634408.png

 

Best Regards,

Liu Yang

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

danextian
Super User
Super User

Hi @MYue ,

 

Anything you put in matrix values tile will be summarized as it is meant to aggregate the cross section of rows and columns. If you don't want it summarized, please put the field in either row or column tiles or use a table instead.





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

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