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iamblue91
Frequent Visitor

Monthly Billings By Project

Hello everyone!

I am trying to create a summary of the various projects (with an added level of job type & client), but I am having some issues with the date aspect of this.


Through the year, I've been summarizing the monthly billings per project and want to visualize the various share per month etc.

 

I currently have the months horizontal, but have also started to move it to look like below

DateProject 1Project 2 Project 3Project 4Project 5Project 6
ClientClient AClient AClient AClient AClient BClient C
Job TypeConsultingProject ManagementProject ManagementConsultinReportingReporting
2016      
January      
Feburary      
March      
April      
May       
June      
July      
October      
November     
December     
1 ACCEPTED SOLUTION
v-ljerr-msft
Microsoft Employee
Microsoft Employee

Hi @iamblue91,

 

If I understand you correctly, you should be able to firstly show the Date column as Rows, and the Project, Client, Job Type column all as Columns on the Matrix visual, and then click the "Expand all down one level in the hierarchy" option() on the left top of the Matrix to get your expected result. Smiley Happy

 

r1.PNG

 

Regards

View solution in original post

1 REPLY 1
v-ljerr-msft
Microsoft Employee
Microsoft Employee

Hi @iamblue91,

 

If I understand you correctly, you should be able to firstly show the Date column as Rows, and the Project, Client, Job Type column all as Columns on the Matrix visual, and then click the "Expand all down one level in the hierarchy" option() on the left top of the Matrix to get your expected result. Smiley Happy

 

r1.PNG

 

Regards

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