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SillyJam123's avatar
SillyJam123
Frequent Visitor
9 years ago
Solved

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 cat...
  • v-yulgu-msft's avatar
    v-yulgu-msft
    9 years ago

    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

SillyJam123's avatar
SillyJam123
Frequent Visitor
9 years ago

Thanks 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?

jmdh's avatar
jmdh
Advocate IV
9 years ago

 

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

  • jmdh's avatar
    jmdh
    Advocate IV
    9 years ago

    Hi I was about to post the sample solution, but i see an other community member has been faster than me.

    Thanks.

     

    • SillyJam123's avatar
      SillyJam123
      Frequent Visitor
      9 years ago

      Thanks v-yulgu-msft and jmdh. Is it possible to have something like below:

       

       PP1PP2PP3PP4
      Vertical by Portfolio by Sub-Portfolio1020315

       

      Here Vertical by Portfolio by Sub-Portfolio is expandable something like Hierarchy, and counts under the Project Phase (PP1,PP2...) varies as we expand/collapse?

      • v-yulgu-msft's avatar
        v-yulgu-msft
        Microsoft Employee
        9 years ago

        Hi SillyJam123,

         

        Curently, expand/collapse is not a supported functionality for visual. This requirement cannot be achieved now.

         

        Regards,
        Yuliana Gu