Column in matrix visual

[mfeingold]

I have a matrix visual that shows aged debt, like this: 

Client name	0-30	31-60	61-90
ABC Ltd	£100	£0	£200
DEF Inc	£0	£10	£20

I'd like to include another column (ClientCode) which is an attribute of the Client record. So it would look like this:

Client name	Client code	0-30	31-60	61-90
ABC Ltd	0001	£100	£0	£200
DEF Inc	0002	£0	£10	£20

I've tried adding the ClientCode field in various places within the Fields section of the visualization but I can't seem to make it appear as I want. The rest of the matrix, including the totalling of the fields works fine.

This sounds simple. What am I missing?

[v-jiascu-msft]

Hi @mfeingold,

Can you share a sample of your original data? It seems good.

Best Regards,

Dale

[mfeingold]

Thanks Dale

The grids in my initial posts are just made up data to illustrate the point.

Adding ClassID to the Rows well doesn't quite work - my grid is configured to use stepped layout which works well with the drill down but means that not all the columns in the Rows well are shown at all times.

I want the extra column (ClassID in your example, ClientCode in my example) to be visible in all cases, irrespective of the drill down.

Is this possible in the matrix?

Thanks

Mike

[v-jiascu-msft]

Hi Mike,

I'm afraid that isn't how Matrix visual works. I would suggest you create an idea here.

Best Regards,

Dale

[mfeingold]

Understood. Thanks Dale.

Mike

[Robharro]

Hi,

Did you resolve this issue and if so how.

I have the same issue.

Seems so easy but ....

Rob

[mfeingold]

Hi Rob

No.

I've been able to workaround it by creating a calculated pivot table based on the data I want to show in the matrix (so that the pivot happens in the new table rather than the matrix).
Then it's possible to add further columns to the table.

It's not an ideal solution but is the best I could find.

Mike

[Anonymous]

Hey @mfeingold

Have you tried dragging the Client code field into the values well of the Matrix? Works for me

Hope this helps,

Parker

[mfeingold]

Hello Parker

Thanks for your reply.

Adding ClientCode to the Values well gives:

Client name	0-30		31-60		61-90
	First ClientCode	Amount	First ClientCode	Amount	First ClientCode	Amount
ABC Ltd	0001	£100	0001	£0	0001	£200
DEF Inc	0002	£0	0002	£10	0002	£20

Note how the client code appears multiple times.

I don't want to aggregate the ClientCode field - I just want to show it in a separatae column alongside the ClientName .

Mike

[Anonymous]

@mfeingold

Are your "0-30", "31-60", "61-90" fields in the Values well also? If not, try to put them there. You'll have Client name in the Rows and your other 4 fields in the Values.

Let me know if that works,

Parker

[mfeingold]

"0-30", "31-60", "61-90" aren't fields - they're data.

This is a matrix (not a grid/table) so data values appear in both the row and column headers.

Mike

[Anonymous]

@mfeingold

Gotcha. I'm bad at matrixes. Sorry I couldn't help

Parker

[mfeingold]

I have a matrix visual that shows aged debt, like this: 

Client name	0-30	31-60	61-90
ABC Ltd	£100	£0	£200
DEF Inc	£0	£10	£20

I'd like to include another column (ClientCode) which is an attribute of the Client record. So it would look like this:

Client name	Client code	0-30	31-60	61-90
ABC Ltd	0001	£100	£0	£200
DEF Inc	0002	£0	£10	£20

I've tried adding the ClientCode field in various places within the Fields section of the visualization but I can't seem to make it appear as I want. The rest of the matrix, including the totalling of the fields works fine.

This sounds simple. What am I missing?

Mike