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Matrix Table - Calculation for field in row that references a different field
Hello all, Scott sold $34,970 to an account owned by Ann. I want to create a matrix table that credits both reps with that amount. The matrix table row field is opportunity owner, however I was h...
TheoC
Community Champion
Community ChampionHi jwbingel
I believe if you unpivot the table in Power Query, you will find that the amount can be attributed to both Opportunity Owner and Account Manager. This will also give you the additional benefit of structuring your Matrix table by Name, Opportunity Owner and / or Account Manager.
Here is a support link: https://support.microsoft.com/en-us/office/unpivot-columns-power-query-0f7bad4b-9ea1-49c1-9d95-f588221c7098
Hope this helps 🙂
Theo
TheoC On second thought I'm not sure how this would solve my problem though. I need them both to get credit, however the row in the matrix table is by opportunity owner. Not sure how unpivoting the AM field would get me there.