Forum Discussion
TimK
2 years agoHelper III
Matrix issue
I am trying to achieve something in both PowerBI and Excel
Basically i have some data:
| Sales Person | Product | Spent | 2023 | 2024 | 2025 | 2026 |
| Simon | One | 2,500.00 | 2,125.00 | 2,125.00 | 2,125.00 | 452.00 |
| Simon | Two | 125.00 | 2,215.00 | 215.00 | ||
| John | One | 2,203.00 | 225.00 | |||
| John | Two | 2,335.00 | 2,024.00 | |||
| John | Three | 112.00 | 3,225.00 | 2,125.00 | ||
| Peter | One | 2,025.00 | 3,354.00 | 3,220.00 | 2,152.00 | |
| Peter | Two | 253.00 | 252.00 |
I have formatted the data and unpivoted the data in the years
The result i get in Excel is:
| Sales Person | Spent | 2023 | 2024 | 2025 | 2026 | Grand Total |
| John | (blank) | 4,650.00 | 3,450.00 | 2,024.00 | 2,125.00 | 12,249.00 |
| Peter | (blank) | 2,278.00 | 3,606.00 | 3,220.00 | 2,152.00 | 11,256.00 |
| Simon | 125 | 2,215.00 | 215.00 | 2,430.00 | ||
| Simon | 2500 | 2,125.00 | 2,125.00 | 2,125.00 | 452.00 | 6,827.00 |
| Grand Total | 11,268.00 | 9,181.00 | 7,584.00 | 4,729.00 | 32,762.00 |
The issue is the rows for "Simon" are split out for each row of "Spent"
What i really want to achieve in PowerBI and Excel is a table that looks like this:
| Sales Person | Spent | 2023 | 2024 | 2025 | 2026 | Grand Total |
| John | (blank) | 4,650.00 | 3,450.00 | 2,024.00 | 2,125.00 | 12,249.00 |
| Peter | (blank) | 2,278.00 | 3,606.00 | 3,220.00 | 2,152.00 | 11,256.00 |
| Simon | 2,625.00 | 4,340.00 | 2,125.00 | 2,340.00 | 452.00 | 9,257.00 |
| Grand Total | 2,625.00 | 11,268.00 | 9,181.00 | 7,584.00 | 4,729.00 | 32,762.00 |
Could someone help me please?
Thanks
Hi TimK ,
From your description it sounds like you have just missed the transformation to unpivot the 'spent' column as well as the years? Just apply the same transformation logic you are using for years to the 'spent' column.
Hope this helps.