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KristenVT
Regular Visitor

How to sort rows in a Matrix

I have 2 tables that I have imported into Power BI - one holds PERSON data, the other holds ACTION data (the dates people were contacted and any info related to that). I would like to display the Action Dates and Action Types for each person. The only way I seem to be able to do that is to use a Matrix and put the Person Name in the "Row" section, and then under the Person Name I put the Action Date. This is allowing me to expand the person name and under it I see all of the Action Dates for that person. Then I am putting any "extra" fields I want to display as "Values" - some of these are Action fields and it makes sense that they are here, things like Action Type, Action Category, Complete Date, etc...but I have a couple of "PERSON" fields I am putting here as well - like Prospect Status. These will ALWAYS be the same for value for the person, they dont change for each action.

 

My problem is that I am not sure if this is the best way to display my data. I couldnt seem to get anything working in a regular table. 

 

My issue right now is that when I click on the "+" to open up the person name and see the Action Dates underneath, they are sorted from oldest to newest, and ideally I would like these sorted from newest to oldest. How can I fix this? Thank you!!!!!

 

Here is an example of what I am talking about.

Capture2.JPG

1 ACCEPTED SOLUTION
Adescrit
Impactful Individual
Impactful Individual

Hi @KristenVT ,

 

One way to do this should be to:

  1. Hover your cursor over the matrix visual.
  2. Click on the three dots icon that appears
  3. Click on Sort by and then select your date field.
  4. Then select "Sort Descending" from that same menu for the matrix visual.

Did I answer your question? Mark my post as a solution!
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3 REPLIES 3
Adescrit
Impactful Individual
Impactful Individual

Hi @KristenVT ,

 

One way to do this should be to:

  1. Hover your cursor over the matrix visual.
  2. Click on the three dots icon that appears
  3. Click on Sort by and then select your date field.
  4. Then select "Sort Descending" from that same menu for the matrix visual.

Did I answer your question? Mark my post as a solution!
My LinkedIn

Thank you! I feel kind of silly now because I swear I had tried that. That worked like a charm.

Adescrit
Impactful Individual
Impactful Individual

We have all been there 😁

 

If my response helped, please could you mark it as a solution?


Did I answer your question? Mark my post as a solution!
My LinkedIn

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