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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Static Matrix Structure (P&L)

Hello,   I'm migrating a P&L from Excel to Power Bi, but I found dificulties trying to organize rows not alphabetically (or other standard PBI possibilities), but in a static and custom sequence. ...
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  • PaulDBrown's avatar
    PaulDBrown
    5 years ago

    Anonymous 

     

    You could try adding an index column for each of your columns to use as  "sort column by" (each column by its own index) in the table view. 

    Something like this:

     

     

    and see if that maintains the sorting order.

     

     

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Thanks @FrankAT ,

I didn't try the solution he proposed on the video, but I watched it and it could work.

I'll reply as soon as I make the test.

Thanks again for your help.

PaulDBrown's avatar
PaulDBrown
Community Champion
5 years ago

Anonymous 

How about building the structure in Excel, creating the hierarchies by columns, and the importing into PBI to build the matrix from there?

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi Paul, thanks for your answer.

     

    That's what I tried to do when I created the "DB of Financial Acounts", wich is organized exactly as you said. The problem is when I create a Matrix visual and drag my Drill down levels into it, then PBI organize each line alphabetically as default, and if I use any other column to ordinate by value, I'll get my 1st level accounts all mixed.

     

     

     

     

    • PaulDBrown's avatar
      PaulDBrown
      Community Champion
      5 years ago

      Anonymous 

       

      You could try adding an index column for each of your columns to use as  "sort column by" (each column by its own index) in the table view. 

      Something like this:

       

       

      and see if that maintains the sorting order.

       

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        5 years ago

        Hey Paul.

         

        Sorry for taking that long to reply, I'm involved with other projects so I wasn´t able to work on this for a while.

         

        Apparently your solution is working very well, I'm still not able to dedicate much time to this project, but as far as I tested, you solved it. 

         

        Thank you very much !!!