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cashcrane
Frequent Visitor

Matrix Visual Previewing Values when Collapsed from Different rows

I am working with a the matrix visual. It all pulls from one .XLSX spreadsheet. For the Rows I am using 3 hierarchical categories: Metrics, Group2, and Category (in that order). For columns I do not add anything. For Values I add in 6 columns (each column represents respective project data). 

The problem I am having is that when the matrix is collapsed to the root level, it is arbitrarily picking a different 'Category' for some of the Project columns. I already checked to see if there was missing data for a category or if it was picking the first available data for each column however the order is the same for all Project columns and there is no missing data.

 

Alternatively, is there any way to just hide the values when collapsed? The visual settings I have are: Column subtotals (OFF), Row Subtotals (OFF), Switch values to rows (OFF). I messed with these settings to no avail.

Images:
1. When collapsed:

MatrixVisual_Collapsed.png

2. When expanded:

MatrixVisual_Expanded.png

1 ACCEPTED SOLUTION
cashcrane
Frequent Visitor

I was able to solve my own problem with this workaround:

Create measures for each Value:

ProjectA Measure = 
IF(
    ISINSCOPE('Sheet Name'[Category]),
    MAX('Sheet Name'[ProjectA]),  
    BLANK()
)

Now if the visual only contains these measures as the Values it will show as blank if collapsed or start 'deleting' the parents out without a way to add back due to not technically being in scope.

To solve this I added an Index column, changed Visual setting: Specific Column: Index -> Set text color to white and background color to white. Then to handle the column header I copied the invisible character from this website: https://blanktext.net/

View solution in original post

2 REPLIES 2
cashcrane
Frequent Visitor

I was able to solve my own problem with this workaround:

Create measures for each Value:

ProjectA Measure = 
IF(
    ISINSCOPE('Sheet Name'[Category]),
    MAX('Sheet Name'[ProjectA]),  
    BLANK()
)

Now if the visual only contains these measures as the Values it will show as blank if collapsed or start 'deleting' the parents out without a way to add back due to not technically being in scope.

To solve this I added an Index column, changed Visual setting: Specific Column: Index -> Set text color to white and background color to white. Then to handle the column header I copied the invisible character from this website: https://blanktext.net/

Hi, @cashcrane 

I'm glad you solved the problem you were experiencing and shared the solution, it will help many members of the community who are experiencing similar problems to yours to be able to find a solution quickly!

 


I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Fen Ling,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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