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Catrice's avatar
Catrice
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3 years ago
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rename a column header in matrix visual when column represents column value of underlying datatable

Hi,
how can I rename a column header in a matrix visual (or alternatively create a new column within matrix visual) when the column header represents a column VALUE (but not a column itself!) of the underlying data table.
See example: the data table has a column 'Status' (with values like '1_cancelled', '2_lost', '3_won',...). That several stati are shown/splitted up as columns in the matrix visual. I would like to rename that column headers/status values, e.g. from '1_new' into 'NEW' etc...
Is this possible to do w/o changing the underlying datatable (which is centrally updated every night).
If not possible to rename directly, maybe a solution could be to add a custom column in this matrix visual ?
thanks.

Need Help
  • v-jingzhang's avatar
    v-jingzhang
    3 years ago

    Hi Catrice 

     

    You need to have the new column names in a column. You can add a new table similar to below 'Dim Status' which has new status names in a column and the corresponding old names in another column. Create a relationship between two tables on the common [Status] column, with 'Dim Status' filtering the original table. 

     

    Then use 'Dim Status' table's [Status Name] column (the new name column) in the matrix visual as Column field. 

     

    Best Regards,
    Community Support Team _ Jing
    If this post helps, please Accept it as Solution to help other members find it.

     

2 Replies

  • v-jingzhang's avatar
    v-jingzhang
    Icon for Community Support rankCommunity Support
    3 years ago

    Hi Catrice 

     

    You need to have the new column names in a column. You can add a new table similar to below 'Dim Status' which has new status names in a column and the corresponding old names in another column. Create a relationship between two tables on the common [Status] column, with 'Dim Status' filtering the original table. 

     

    Then use 'Dim Status' table's [Status Name] column (the new name column) in the matrix visual as Column field. 

     

    Best Regards,
    Community Support Team _ Jing
    If this post helps, please Accept it as Solution to help other members find it.

     

  • Catrice's avatar
    Catrice
    Icon for Advocate I rankAdvocate I
    3 years ago

    thanks a lof for very detailled and well description