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Anonymous
Not applicable

Reorder rows hierarchy in matrix

Hi All!

I faced quite an unusual request to change the order in the report to one similar we had in Excel. I have searched for any hint but didn't find anything.

 

Our current table in Excel has the following structure:

Country 
  Country 1x
  Country 2x
  Country 3x
  Country 4x
  Country 5x
  
Adjustmentsx
  
Total 3rd Party(sum of Country and Adjustments)
  
Intercompanyx
  
Total incl. I/Co(sum of Intercompany and Total 3rd Party)

 

When creating a report in PBI, we've made a dimension table like this:

CGGroup3rd partyTotal incl. I/Co
Country 1Country GroupTotal 3rd PartyTotal incl. I/Co
Country 2Country GroupTotal 3rd PartyTotal incl. I/Co
Country 3Country GroupTotal 3rd PartyTotal incl. I/Co
Country 4Country GroupTotal 3rd PartyTotal incl. I/Co
Country 5Country GroupTotal 3rd PartyTotal incl. I/Co
AdjustmentAdjustmentTotal 3rd PartyTotal incl. I/Co
IntercompanyIntercompanyIntercompanyTotal incl. I/Co

 

CG column was connected with other tables in the data model.

 

In PBI report I put all the columns from the table above to the matrix rows and get the following rows:

Total incl. I/Co
   Intercompany
   Total 3rd Party
       Adjustment
       Country Group
           Country 1
           Country 2
           Country 3
           Country 4
           Country 5

 

Can you advise how can I get the structure similar to the one in Excel file (first table)?

1 ACCEPTED SOLUTION
VasTg
Memorable Member
Memorable Member

@Anonymous 

 

The closest I got this is below. Definitely you could use "Sort by" to sort it in the way you want.

 

image.png

 

Create a table as below and join the key column to the fact.

 

Col1Sub Col1key
Country  Country 1  Country 1
Country  Country 2  Country 2
Country  Country 3  Country 3
Country  Country 4  Country 4
Country  Country 5  Country 5
Adjustments Adjustments
Intercompany Intercompany
Total 3rd Party   Country 1
Total 3rd Party   Country 2
Total 3rd Party   Country 3
Total 3rd Party   Country 4
Total 3rd Party   Country 5
Total 3rd Party Adjustments
Total incl. I/Co Intercompany
Total incl. I/Co   Country 1
Total incl. I/Co   Country 2
Total incl. I/Co   Country 3
Total incl. I/Co   Country 4
Total incl. I/Co   Country 5
Total incl. I/Co Adjustments

 

Maybe you might want to look at Reports Builder.

 

If it helps mark it as a solution

Kudos are nice too

Connect on LinkedIn

View solution in original post

1 REPLY 1
VasTg
Memorable Member
Memorable Member

@Anonymous 

 

The closest I got this is below. Definitely you could use "Sort by" to sort it in the way you want.

 

image.png

 

Create a table as below and join the key column to the fact.

 

Col1Sub Col1key
Country  Country 1  Country 1
Country  Country 2  Country 2
Country  Country 3  Country 3
Country  Country 4  Country 4
Country  Country 5  Country 5
Adjustments Adjustments
Intercompany Intercompany
Total 3rd Party   Country 1
Total 3rd Party   Country 2
Total 3rd Party   Country 3
Total 3rd Party   Country 4
Total 3rd Party   Country 5
Total 3rd Party Adjustments
Total incl. I/Co Intercompany
Total incl. I/Co   Country 1
Total incl. I/Co   Country 2
Total incl. I/Co   Country 3
Total incl. I/Co   Country 4
Total incl. I/Co   Country 5
Total incl. I/Co Adjustments

 

Maybe you might want to look at Reports Builder.

 

If it helps mark it as a solution

Kudos are nice too

Connect on LinkedIn

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