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carinalou
Advocate I
Advocate I

In a matrix, is it possible to group hierarchy subtotals together?

I have the following matrix with fiscal quarter and month in the columns. (Just noticed months are out of order, but I'll fix that separately.) My client would like to see all 12 monthly totals next to each other, followed by the 4 quarter (FQ) totals, then the year (FY) total. Is it possible to group all the FQ totals together after the months?

 

Screenshot 2023-05-03 112200.png

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@carinalou , I doubt that.

For that we create a new table. where have month year, month, qtr and year , final name

 

This will have data for a month with the month as the final name

then you need to repeat the same data with Qtr as the final name

then you will append same data year as final name

 

Join this with your date table many to many join filter your date table

 

I have added a sample file after the signature. In case you year to separate out take a year on column too

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2 REPLIES 2
amitchandak
Super User
Super User

@carinalou , I doubt that.

For that we create a new table. where have month year, month, qtr and year , final name

 

This will have data for a month with the month as the final name

then you need to repeat the same data with Qtr as the final name

then you will append same data year as final name

 

Join this with your date table many to many join filter your date table

 

I have added a sample file after the signature. In case you year to separate out take a year on column too

Thanks so much for your help!

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