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Anonymous
Not applicable

Sort matrix visual by member of dimension on columns

Hello PBI community,

 

I am looking for a solutions regarding sorting in a matrix visual. The requirement is to sort by a single dimension member (vendor) as dimension on the columns slot. Some add-ins have this functionality but they cost extra money. That's not an option. I am looking for a solution with native PBI functionalities. The case is that our report users want to sort for a specific vendors sales (ascending/descending) and quickly see how the other vendors are performing within that region. (e.g. "Vendor A has best performance in Region B, where are we with our company")

 

I appreciate every form of hint, workaround or feedback. Thank you in advance and stay save!

 

Regards

 

KaiSchu_0-1598427588666.png

 

4 REPLIES 4
amitchandak
Super User
Super User

@Anonymous , In the matrix, once you start using columns you only sort column total or on the row columns.

 

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AllisonKennedy
Super User
Super User

I just had the exact same question from a client today. The only workaround I have at the moment is to create an explicit measure for each value of the dimension that you want to sort by, but that is really tedious.

Otherwise if you can be more flexible with how the report works you could try a drillthrough to a separate page that shows the table based on the Company selected on the previous page - then since it will only have one company you can filter by the total value. Would that work and does that make any sense?

Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

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Anonymous
Not applicable

Hi Allison,

 

thank you for your feedback. Explicit measures option is really tedious also due to the fact that we use SWITCH statements to implement different time calculation logics like YTD and so on. This would blow the pbix file and make it really hard to maintain.

 

For the drillthrough option I need more input from your side. How should this page look like? The structure of the table ist that I have our company as one top column level, then 6 other main competitors and a "others" bin. On the drillthrough, how to you achieve the sorting?

 

For the drillthrough page, you don't need to put Company in the matrix visual at all. Just put the Company [Group] into "Add drillthrough filters here" and set to 'used as category'

Do you have anything as the second level in the "Columns" field in the matrix?

Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

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