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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

4 REPLIES 4
Anonymous
Not applicable

HI, @brankocareer 

Based on your information, I create sample data

vyohuamsft_0-1737619264081.png

Add [Rollup Account Category] and [Rollup] to the row section of the matrix. Add [Value1] to the value section of the matrix.

vyohuamsft_1-1737619362013.png

 

Enable Interactive Sorting for [Rollup]. Right-click on the header of the [Rollup] column in your matrix. Select Text Box Properties. Go to the Interactive Sorting tab. Check the box for Enable interactive sorting on this text box. In the Choose what to sort section, select Groups. In the Sort by section, specify the field or expression you want to sort by (e.g., [Value1] or [Value2]).

vyohuamsft_2-1737619441676.png

vyohuamsft_3-1737619457144.png

 

To make it easier to see the sorting clearly, I've also created a matrix. Here is my preview:

vyohuamsft_8-1737619696530.png

 

vyohuamsft_6-1737619622636.png

 

vyohuamsft_7-1737619685154.png

 

You can learn more from the following link:

Interactive sort in a paginated report - Microsoft Report Builder & Power BI Report Builder | Micros...

 

Add interactive sort to a table or matrix in paginated reports - Microsoft Report Builder & Power BI...

 

How to Get Your Question Answered Quickly

Best Regards

Yongkang Hua

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

I prefer using Power BI.

divyed
Super User
Super User

Hello @brankocareer ,

 

Please share more details along with sample input and expected output.

 

 

LinkedIn : https://www.linkedin.com/in/neeraj-kumar-62246b26/

Account CategoryAccount Category OrderRollup For ForecastSum of Amount  
SALARIES1Employer Contributions7473333  
SALARIES1Salaries & Wages - Overtime28070  
SALARIES1Salary Permanent Positions34042888  
SUPPLIES2Achievement Awards252  
SUPPLIES2Advertising0  
SUPPLIES2Contract Services2728367  
SUPPLIES2Employee Travel334331  
SUPPLIES2Honoraria3000  
SUPPLIES2Hospitality, Corporate Event & Working Session141692  
SUPPLIES2Insurance Expenses40757  
SUPPLIES2IT Services415941  
SUPPLIES2Legal Expenses5139370  
SUPPLIES2Materials & Supplies30858  
SUPPLIES2Miscellaneous81186  
SUPPLIES2MLA Expenses51292  
SUPPLIES2Office Equipment & IT Supplies179006  
SUPPLIES2Other Employee Expenses188096  
SUPPLIES2Other Services299957690  
SUPPLIES2Publications Expenses580398  
SUPPLIES2Rental90817  
SUPPLIES2Repairs & Maintenance28669  
SUPPLIES2Telephone and communications126785  
OTHER3Allowances & Benefits199096  
OTHER3Amortization of Tangible Capital Assets72854  
OTHER3Capital Asset Acquisition0  
OTHER3Grants169744428  
OTHER3Other Expenses-316072  

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