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Sort order in matrix
Resolved · Medium Priority · Version 365
Kerri has attended:
Excel Intermediate course
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Sort order in matrix
I have created a separate table with an order for the accounts I am using in rows in a matrix ie revenue = 1, gross profit = 2 etc.
How can I then link the table via a related measure and then sort by the order in the matrix? Nothing I am trying is working! Thanks
RE: Sort order in matrix
Hi Kerri,
Thank you for the forum question.
I do not know your data model, but what I did.
I created a new table. In the table I typed the different groups ( revenue, gross profit etc.).
In the second column I added the index number ( 1 in the first row, 2 in the second etc.). Then I sorted column 1 by the index column.
You will need to create a relationship in your data model from the first column in the new table to your fact table, where you have all the transaction for your revenue, gross profit etc..
If you use the first column from the new table in a matrix you will get it sorted by the index column.
The problem can be that your measure may be just will show the same amount for each group in the matrix.
This will happen if your measure needs to go against the filter direction in your data model (filter from the foreign key to the primary key). If this is an issue you will need the Calculate function to handle this.
I wrote a blog post about this. Please have a look at the link below.
https://www.stl-training.co.uk/b/power-bi-dax-the-mysterious-calculate-function-4-tricks/
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
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