Use a filter to determine column headers in a matrix (Monthly values / Weekly values / Daily values)

[ToddMate]

Hi,

I have a situaton where the business wants to report on Monthly sales (Month vs Month), Weekly Sales (Week vs Week) and Daily Sales.

I can easily achieve this using the calander which contains a End of Month, End of Week and Date value (based on the sales date) and then used a Matrix with either End of Month or End of Week or Date as the Column header and Products as the Rows and a count to provide the value.

However at the moment i need to create 3 Matrix tables to support a Month on Month view, Week on Week view or Daily view.

Is there a way that using a filter or the like that i can select the reporting period (Monthly, Weekly or Daily) and change the column headers based on the selected option and have only a single Matrix? (The rows and counts will remain the same, its just the column header values)

I have attached a sample screenshot of the Monthly and Daily views which i would like to combine into one and use a filter.

Any help would be appreciated.

Todd

[Ashish_Mathur]

Hi,

In the Matrix visual, drag Day, Week and Month from the Calendar Table.

[ToddMate]

Hi @Ashish_Mathur ,

That suggestion works, but can i ask a few questions.

Is there an alternate way, ideally via a Slicer / Filter to toggle between Monthly, Weekly or Daily column headers. Currently the only way i can see to move between them is using:

Further to this, as my dates go back to 2014 is there a way to set a filter on only the last 10 (latest) dates in that view (i.e. it would only show the last 10 months, 10 weeks or 10 days when selected.)

Sorry for the questions, i'm relatiovely new to this and am struggling to achieve this outcome.

[Ashish_Mathur · Accepted solution]

Hi,

I dont think i can solve any of those 2 questions.