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Anonymous
Not applicable

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

Screenshot.png

1 ACCEPTED SOLUTION

@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

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5 REPLIES 5
Anonymous
Not applicable

@themistoklis 

I am running the May 2021 version of Desktop and don't see that setting within the Subtotals section.

Settings Screenshot.png

@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?

columns.JPG

Anonymous
Not applicable

@themistoklis

 

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

Matrix Setup.png

@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

themistoklis
Community Champion
Community Champion

@Anonymous 

 

Under Subtotals Section --> Turn on Column Subtotals (It is right under Row Subtotals)

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