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jwfite37
Frequent Visitor

Sorting Matrix by Value and Keeping Hierarchy Label

Hi everyone, I have a question about the limitations of the Matrix visual and sorting.

 

Currently I have a matrix that looks similar to this data:

 JanFebMarTotal
Microsoft10203060
Apple405060150
Amazon708090240

 

When you Expand All Down, it looks like this:

 JanFebMarTotal
Microsoft10203060
   Bill Gates7142142
   John Smith36918
Apple405060150
   Tim Cook283542105
   Jony Ive12151845
Amazon708090240
   Jeff Besoz495663168
   Jane Doe21242772

 

If you then sort by Total, highest to lowest, it rearranges it to this:

 

 JanFebMarTotal
Amazon708090240
    Jeff Besoz495663168
    Jane Doe21242772
Apple405060150
    Tim Cook283542105
    Jony Ive12151845
Microsoft10203060
    Bill Gates7142142
    John Smith36918

 

This sorts the company totals from highest to lowest, however I want the individual employee. Using the Advance to Next Hierarchy button instead of the Expand All Down, I am left with this (sorted highest to lowest on Total):

 JanFebMarTotal
Jeff Besoz495663168
Tim Cook283542105
Jane Doe21242772
Jony Ive12151845
Bill Gates7142142
John Smith36918

 

This is how I want to view it, but I would also like the name of the company to tag along with the name of the person, like so:

  JanFebMarTotal
AmazonJeff Besoz495663168
AppleTim Cook283542105
AmazonJane Doe21242772
AppleJony Ive12151845
MicrosoftBill Gates7142142
MicrosoftJohn Smith36918

 

Is this possible? For reference, data looks like this:

 

NameCompanyMonthValue
Bill GatesMicrosoftJanuary3
Bill GatesMicrosoftJanuary4
Bill GatesMicrosoftFebruary10
Bill GatesMicrosoftFebruary3
Bill GatesMicrosoftFebruary1
Bill GatesMicrosoftMarch7
Bill GatesMicrosoftMarch6
Bill GatesMicrosoftMarch7
Bill GatesMicrosoftMarch1
John SmithMicrosoftJanuary3
John SmithMicrosoftFebruary6
John SmithMicrosoftMarch9
1 ACCEPTED SOLUTION
VasTg
Memorable Member
Memorable Member

@jwfite37 

 

What happens when you show Name as first column and Company as Second?

 

Also, Disable "stepped layout" and "+/-" options under Row Header.

 

If this helps, Mark it as a solution.

Kudos are good too

Connect on LinkedIn

View solution in original post

2 REPLIES 2
VasTg
Memorable Member
Memorable Member

@jwfite37 

 

What happens when you show Name as first column and Company as Second?

 

Also, Disable "stepped layout" and "+/-" options under Row Header.

 

If this helps, Mark it as a solution.

Kudos are good too

Connect on LinkedIn

Man I was really overthinking this one... Putting names first and removing row subtotals got me exactly what I was looking for. Thank you!

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