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Hi,
I have blelow data, the value of Total = Inventory + Trade + Others.
What I want to see in the matrix is to have only one line for Total, I don't want the breakdown of the Accounts for Total like below:
Is this possible?
Solved! Go to Solution.
Hi @Anonymous
Create a calculated column like
cate = SWITCH(TRUE(),[Group] in {"Inventory", "Trade", "Others"},"total")
Add matrix like:
Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Anonymous
Create a calculated column like
cate = SWITCH(TRUE(),[Group] in {"Inventory", "Trade", "Others"},"total")
Add matrix like:
Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
You can use a measure for the Account value. Blank it out when the Group is "Total", fill it with the Account value if not.
Then use summation for the Amount.
@lbendlin , This might work, but I will loose the ability to drill down and up on the Account level.
In your example, the desired matrix doesn't show account level for the Total row, so how will you drill down/up? I think the best way would be to Filter Total from the matrix (visual level filter) and add a card right below or above the matrix that shows a measure for just Total.
If this works for you, please mark it as the solution. Kudos are appreciated too. Please let me know if not.
Regards,
Pat
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@mahoneypat , there will be no value drill up and down for Total, but there will be for other Groups value.
I would like to have all the Groups in the matrix.
Thanks for the suggestion.
I don't think you mentioned that requirement. Have you tried using a matrix visual where you put Group and Account in the rows, Amount in the value, and nothing in the columns? Then expand all groups except the Total group.
I did not mention that because I thought that is obvious, if you have any column in the row you would want to drill up and down.
Thanks for your matrix solution, I am aware of that solution, but I thought I would ask if there is another solution.
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