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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Reorder rows hierarchy in matrix

Hi All!

I faced quite an unusual request to change the order in the report to one similar we had in Excel. I have searched for any hint but didn't find anything.

 

Our current table in Excel has the following structure:

Country 
  Country 1x
  Country 2x
  Country 3x
  Country 4x
  Country 5x
  
Adjustmentsx
  
Total 3rd Party(sum of Country and Adjustments)
  
Intercompanyx
  
Total incl. I/Co(sum of Intercompany and Total 3rd Party)

 

When creating a report in PBI, we've made a dimension table like this:

CGGroup3rd partyTotal incl. I/Co
Country 1Country GroupTotal 3rd PartyTotal incl. I/Co
Country 2Country GroupTotal 3rd PartyTotal incl. I/Co
Country 3Country GroupTotal 3rd PartyTotal incl. I/Co
Country 4Country GroupTotal 3rd PartyTotal incl. I/Co
Country 5Country GroupTotal 3rd PartyTotal incl. I/Co
AdjustmentAdjustmentTotal 3rd PartyTotal incl. I/Co
IntercompanyIntercompanyIntercompanyTotal incl. I/Co

 

CG column was connected with other tables in the data model.

 

In PBI report I put all the columns from the table above to the matrix rows and get the following rows:

Total incl. I/Co
   Intercompany
   Total 3rd Party
       Adjustment
       Country Group
           Country 1
           Country 2
           Country 3
           Country 4
           Country 5

 

Can you advise how can I get the structure similar to the one in Excel file (first table)?

  • Anonymous 

     

    The closest I got this is below. Definitely you could use "Sort by" to sort it in the way you want.

     

     

    Create a table as below and join the key column to the fact.

     

    Col1Sub Col1key
    Country  Country 1  Country 1
    Country  Country 2  Country 2
    Country  Country 3  Country 3
    Country  Country 4  Country 4
    Country  Country 5  Country 5
    Adjustments Adjustments
    Intercompany Intercompany
    Total 3rd Party   Country 1
    Total 3rd Party   Country 2
    Total 3rd Party   Country 3
    Total 3rd Party   Country 4
    Total 3rd Party   Country 5
    Total 3rd Party Adjustments
    Total incl. I/Co Intercompany
    Total incl. I/Co   Country 1
    Total incl. I/Co   Country 2
    Total incl. I/Co   Country 3
    Total incl. I/Co   Country 4
    Total incl. I/Co   Country 5
    Total incl. I/Co Adjustments

     

    Maybe you might want to look at Reports Builder.

     

    If it helps mark it as a solution

    Kudos are nice too

1 Reply

  • VasTg's avatar
    VasTg
    Icon for Memorable Member rankMemorable Member

    Anonymous 

     

    The closest I got this is below. Definitely you could use "Sort by" to sort it in the way you want.

     

     

    Create a table as below and join the key column to the fact.

     

    Col1Sub Col1key
    Country  Country 1  Country 1
    Country  Country 2  Country 2
    Country  Country 3  Country 3
    Country  Country 4  Country 4
    Country  Country 5  Country 5
    Adjustments Adjustments
    Intercompany Intercompany
    Total 3rd Party   Country 1
    Total 3rd Party   Country 2
    Total 3rd Party   Country 3
    Total 3rd Party   Country 4
    Total 3rd Party   Country 5
    Total 3rd Party Adjustments
    Total incl. I/Co Intercompany
    Total incl. I/Co   Country 1
    Total incl. I/Co   Country 2
    Total incl. I/Co   Country 3
    Total incl. I/Co   Country 4
    Total incl. I/Co   Country 5
    Total incl. I/Co Adjustments

     

    Maybe you might want to look at Reports Builder.

     

    If it helps mark it as a solution

    Kudos are nice too