Understanding when to use a table over a matrix

[JediMole]

As I move through my padawan training, I am trying to replicate reports our team uses for their QBR's with customers.  One of the slides has this 'table' and before I mess up my data, I wanted to see how I can make columns in the way they are used below.  I'm thinking I need to create a hierarchy of the status data to achieve this one, which brings me to the question, when should a table be used vs a matrix?  Are there better visuals for this kind of thing?  Keep in mind what I want to be able to do is publish these things to a dashboard so they can replicat them right into a PPT for later use

[audreygerred · Accepted solution]

Hi! You can achieve this on with a matrix.

Put your regions in rows. Put quarters in columns. Put the two meaures you will have in values.

Here is an example I made with sample data:

[JediMole]

Glad to see what I was doing was correct.  Curious as to why the label only shows a number VS the word quarter, even if I change the name in the green box.  I'm assuming there's a label someplace I need to 'fix'

[audreygerred]

Hi, you can add a column to your date dimension table that will hold the quarter name.