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Catrice
Advocate I
Advocate I

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.

Matrix-Visual.JPG

DataTable.JPG

1 ACCEPTED SOLUTION
v-jingzhang
Community Support
Community Support

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. 

vjingzhang_0-1676343762241.pngvjingzhang_1-1676343775297.png

 

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

vjingzhang_2-1676344134398.png

 

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

 

View solution in original post

2 REPLIES 2
Catrice
Advocate I
Advocate I

thanks a lof for very detailled and well description

v-jingzhang
Community Support
Community Support

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. 

vjingzhang_0-1676343762241.pngvjingzhang_1-1676343775297.png

 

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

vjingzhang_2-1676344134398.png

 

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

 

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