Forum Discussion
Matrix Row Totals
Hello,
I have a matrix visual with 6 columns and several rows. Each row represents a building, with the building names being in the first column. The remaining 5 columns then show different income and expense amounts for each building. I have totals at the bottom of the matrix so I can easily see our overall income and expenses for all buildings. However, I also want totals on each row, so I can easily see our net income for each building. I have the "Row subtotals" feature enabled, but there is no additional "total" column added to the end - nothing displays regarding a total sum for each row. Can you tell me what I am missing to enable this feature?
Thanks in advance,
Matt
Anonymous
The reason that you cannot see Column Subtotals has to do with the fact that you dont have any fields in columns section. Consider the matrix visual as a pivot table in Excel
The way you use the matrix visual is the same as a table visual. So you can simple turn it into a table visual.
To calculate the total, you need to create a new Measure and sum the fields above (Interest Income, Fee Income, Interest Expense etc).
Then add this measure in values section as last field
5 Replies
Anonymous
Under Subtotals Section --> Turn on Column Subtotals (It is right under Row Subtotals)
I am running the May 2021 version of Desktop and don't see that setting within the Subtotals section.
Anonymous
That's very strange.
On a matrix visual there are rows, columns and values section (under FIELDS). Have you put anything on columns section?
I do not actually have anything under the "Columns" area (see screenshot below). My data is configured so that I have one "Branches" table. Each income/expense category also has its own table, for a total of 6 tables. I then have relationships set up between the "Branches" table and each of the income/expense tables. Then, for this matrix, I pulled in the Branch Name from the "Branches" table and pulled in the sum of each income/expense value for the Values. Should this matrix be configured in a different way?
Thanks,
Matt