Forum Discussion
Multiple dimension report
Hi,
I need to create a report that has multiple dimensions and one measure. For example, continent -> country -> state --> city -> revenue OR Vertical -> portfolio -> sub portfolio -> project category -> budget approved. How can such scenarios be achieved
Hi SillyJam123,
You can insert a matrix preview and add corresponding columns into Rows section like below. By click the button on the top left which is highlighted in red, you can drill ddown to each level.
If you cannot see the matrix preview in Visualizations pane, Please go to File -> Options and Settings -> Options.
Best regards,
Yuliana Gu
10 Replies
Hi SillyJam123,
Please elaborate your scenario with more detailed information. You could post sample data and describe your desired output with an image so that I can understand your requirement more clearly.
What did you mean 'a report has multiple dimensions'? How about grouping data or drilldown? Currently, if you need to group data with a multi-dimention structure, you can consider using a Matrix to display data. If you would like a drilldown action, you can use a Matrix preview or chart visual.
Regards,
Yuliana GuThanks v-yulgu-msft for writing. I want to create report showing the budget allocated for a each Sub-Project. A company has Vertical as HR, Infrastructure, IT. A Vertical again has various departments. Each Department is again classified into Accounts. Each Account has various Projects. Each Project has sub-projects. How can I show the Budget by Vertical and Department and Account and Project and Sub-projects?
If i understood you, you want to show budgets par broad categories and then zoom in (sevarl times)
I would think a ccombination of Herarchy and the new Matrix visual in Preview should do.
If you had sample data i could check.
JM
Thank you jmdh Yes, your understanding is correct. I am attaching a sample data I created. Could you guide what is the new matrix you advised.
Verticals Portfolio Sub-Portfolio Budget Approved Project Phase Project Category Project ID Vertical1 P1 S11 100 PP1 C1 1 Vertical1 P1 S11 200 PP1 C1 2 Vertical1 P2 P21 300 PP1 C1 3 Vertical1 P2 P22 100 PP1 C1 4 Vertical1 P3 P31 100 PP1 C1 5 Vertical2 P1 P11 100 PP1 C1 6 Vertical2 P1 P12 100 PP2 C1 7 Vertical2 P2 P22 100 PP2 C1 8 Vertical2 P3 P31 400 PP2 C1 9 Vertical2 P3 P32 700 PP2 C1 10 Vertical2 P4 P41 100 PP3 C2 11 Vertical2 P4 P41 100 PP3 C2 12 Vertical3 P1 P11 100 PP3 C2 13 Vertical3 P1 P11 100 PP3 C2 14 Vertical3 P1 P11 100 PP3 C2 15 Vertical4 P1 P23 100 PP3 C2 16 Vertical4 P5 P51 100 PP4 C2 17 Vertical5 P1 P23 100 PP4 C2 18 Vertical5 P1 P23 100 PP4 C2 19 Vertical5 P1 P23 100 PP5 C2 20 Vertical5 P6 P61 1000 PP5 C3 21 Vertical5 P7 P71 2000 PP5 C3 22 Vertical5 P7 P72 100 PP5 C3 23 Vertical5 P7 P73 100 PP5 C3 24 Hi SillyJam123,
You can insert a matrix preview and add corresponding columns into Rows section like below. By click the button on the top left which is highlighted in red, you can drill ddown to each level.
If you cannot see the matrix preview in Visualizations pane, Please go to File -> Options and Settings -> Options.
Best regards,
Yuliana Gu