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brankocareer
Helper I
Helper I

The order in Matrix table

Hi,


In the matrix table , there are 2 items under "Rows" : [Rollup Account Category ] and [Rollup], my goal is:
1. The order of [Rollup Account Category] is fixed.
2. The order of [Rollup] dynamically changes based on sorting of any "Values", when I click the header of any "Value".

 

I have created a column called : [Rollup Account Category Order], and set the "Sort by Order" of [Rollup Account Category] based on [Rollup Account Category Order], but I can not achive my goal in the report.
How can I achive that?

 

Thank you!

Branko

Rollup Account CategoryRollup Rollup Account Category OrderAmount
SALARIESEmployer Contributions126407.54
SALARIESSalaries & Wages - Overtime199.18728
SALARIESSalary Permanent Positions1120292.9
SUPPLIESAchievement Awards20.890459
SUPPLIESAdvertising20
SUPPLIESContract Services29640.873
SUPPLIESEmployee Travel21181.382
SUPPLIESHonoraria210.60071
SUPPLIESHospitality, Corporate Event & Working Session2500.6784
SUPPLIESInsurance Expenses2144.0177
SUPPLIESIT Services21469.756
SUPPLIESLegal Expenses218160.32
SUPPLIESMaterials & Supplies2109.0389
SUPPLIESMiscellaneous2286.8763
SUPPLIESMLA Expenses2181.2438
SUPPLIESOffice Equipment & IT Supplies2632.53
SUPPLIESOther Employee Expenses2664.6502
SUPPLIESOther Services21059921
SUPPLIESPublications Expenses22050.876
SUPPLIESRental2320.9081
SUPPLIESRepairs & Maintenance2101.3039
SUPPLIESTelephone and communications2448.0035
OTHERAllowances & Benefits3703.5194
OTHERAmortization of Tangible Capital Assets3257.4346
OTHERCapital Asset Acquisition30
OTHERGrants3599803.6
OTHEROther Expenses3-1116.86

 

1 ACCEPTED SOLUTION
v-stephen-msft
Community Support
Community Support

Hi @brankocareer ,

 

Thanks for reaching out to us.

In a table visual, you can sort by combination, for example, first by Rollup Account Category, then fixed, and then by Amount.

vstephenmsft_0-1738028325422.png

But, in a matrix, you can't do that, it's by design. You can either combine the Rollup Account Category and Rollup in the row to sort or sort the amount separately.

vstephenmsft_1-1738028657761.png

Here, the workaround is: go to data view, sort Rollup by Amount. 

vstephenmsft_2-1738028720652.png

vstephenmsft_3-1738028780691.png

Of course, this workaround may also have limitations, which require further testing, but for now it is perfect.

 

Best Regards,
Stephen Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

View solution in original post

1 REPLY 1
v-stephen-msft
Community Support
Community Support

Hi @brankocareer ,

 

Thanks for reaching out to us.

In a table visual, you can sort by combination, for example, first by Rollup Account Category, then fixed, and then by Amount.

vstephenmsft_0-1738028325422.png

But, in a matrix, you can't do that, it's by design. You can either combine the Rollup Account Category and Rollup in the row to sort or sort the amount separately.

vstephenmsft_1-1738028657761.png

Here, the workaround is: go to data view, sort Rollup by Amount. 

vstephenmsft_2-1738028720652.png

vstephenmsft_3-1738028780691.png

Of course, this workaround may also have limitations, which require further testing, but for now it is perfect.

 

Best Regards,
Stephen Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

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