Remove Aggregation from Matrix visual/Move cell value to front

[sureshg2498]

Hi All,

I have created a Matrix visual with customer name under value. Since it aggreagtes i have taken Index to display all customers as shown below.

Current Matrix visual

Client Expected one:

Would it be possible to display the results in Matrix visual as shown above. Could anyone please help me on it?

Please find the below data set for matrix visual.

Country	Fiscal Quarter	Customer Name
USA	FY Q1 2024	T Mobile (4/26/2023)
USA	FY Q1 2024	J&J (4/20/2023)
USA	FY Q2 2024	Wallmart (5/25/2023)

@Desktopusers @Desktop_Dax  @Ritaf1983  @rajendraongole1  @Bibiano_Geraldo  @danextian 

Thanks,

Suresh.

[Bibiano_Geraldo · Accepted solution]

hI @sureshg2498 ,

Please, create a new calculated column by this measure:

Custom Index = 
VAR CurrentCountry = 'Table'[Country]
VAR CurrentQuarter = 'Table'[Fiscal Quarter]
VAR CurrentIndex = 'Table'[Index]
VAR SortedTable =
    FILTER (
        'Table',
        'Table'[Country] = CurrentCountry && 
        'Table'[Fiscal Quarter] = CurrentQuarter
    )
RETURN
    RANKX(SortedTable, 'Table'[Index], , ASC, Dense)

Now, instead to use index in your matrix, please, use Custom index column, and your final result should look like this:

[sureshg2498]

Thank you for your prompt reply to my request for information. I appreciate your quick turnaround on my inquiry. Your speedy response to my information request is much appreciated. Thank you so much Bibiano.

[Bibiano_Geraldo]

You're very welcome! I'm glad I could assist you. Thank you for your kind words, and I'm always here to help!

[sureshg2498]

Thank you so much.

[dharmendars007]

Hello @sureshg2498 , 

Create a calculated column that concatenates Customer Name with its respective date (e.g., "T Mobile (4/26/2023)"). This ensures each customer entry is unique.

Customer with Date =
'Table'[Customer Name] & " (" & FORMAT('Table'[Date], "MM/dd/yyyy") & ")"

Use the new calculated column (Customer with Date) as the value, and change the aggregation to Do not summarize in the Values section.

If you find this helpful , please mark it as solution which will be helpful for others and Your Kudos/Likes 👍 are much appreciated!

Thank You

Dharmendar S

LinkedIN 

[sureshg2498]

Thank you so much for your reply Dharmendar.

DB level we have concatinated customer name with start date. However I could not see the Do not Summarize under Values section. Could you please check and help me on it.