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Profitbase / PowerBI-visuals-FinancialReportingMatrix

Power BI Custom Visual for Financial Reporting
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Export to Excel. Not able to open the bottom folders #596

Open vanlierbi opened 7 months ago

vanlierbi commented 7 months ago

Hi, After exporting data to Excel, I am unable to open the bottom item because a plus-sign is missing in Excel. How to solve this?

Example screenshot: image

I am able to open 'Test1', Test2' and 'Test3' by using the +-sign on the left. But a +-sign for 'Test4' is missing and can't be opened.

AndersAano commented 7 months ago

Hi @vanlierbi ,

Thanks for getting in touch with us. Do you see these in the top right? What happens if you click the highest number?

image

Will Test 4 be expanded then?

Best regards Anders

vanlierbi commented 7 months ago

Hi, By clicking the highest number, all items are expanded including Team4. Is it possible to only expand Team4 and keep other items collapsed?

AndersAano commented 7 months ago

Thanks for the feedback. Could you check which version you are on?

Best regards Anders

vanlierbi commented 7 months ago

Hi, We currently use version: 7.2.0.6

AndersAano commented 5 months ago

Hi @vanlierbi ,

We've looked into this a while now, and it's a strange issue we're able to recreate directly in Excel as well. Meaning that it looks like a grouping limitation in Excel. We're working on a workaround, but it might take a while to figure out the correct way to do this.

Please see the short video attached illustrating the issue. I'm grouping rows in excel manually. After all months are grouped into their respective quarters, leaving me with the option to expand and collapse each individual quarter, I proceed with grouping all 4 quarters within the same year. Once this is done, the grouping for the last quarter (Qtr4) disappears...

https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/assets/82056309/0e47411c-ed65-4ce8-a090-6eab60538e94

AndersAano commented 5 months ago

@vanlierbi,

Found a fix for this, which we will try to implement. There is 2 clicks you can to in Excel to fix it right away:

Go to the Data-ribbon, then in the Outline, click the icon in the bottom right corner to get more options.

image

image

Then turn off this setting:

image

Then the groups looks much better!

image

How it was before:

image

We'll try to make that option OFF by default when exporting to Excel.

Best regards Anders

AndersAano commented 1 month ago

Hi @vanlierbi, A new version with a fix for this should be available now.

Could you check of the issue is gone?

Best regards Anders