Forum Discussion
Matrix Visualization - Create Custom Total Column
Hi -
I would create a custom total column to appear at the end of my matrix visulalization.
Data from Data Source
| Product Name | Category | Amount |
| Ice Cream | StartingInv | 100 |
| Ice Cream | SoldInv | 25 |
| Ice Cream | DefectInv | 5 |
| Cake | StartingInv | 200 |
| Cake | SoldInv | 50 |
| Cake | DefectInv | 10 |
Example Matrix Visualization:
| Product Name | StartingInv | SoldInv | DefectInv | FinalInv |
| Ice Cream | 100 | 25 | 5 | 70 |
| Cake | 200 | 50 | 10 | 140 |
The Matrix Visualization is displaying:
Rows: Product Name
Columns: Category
Value: SUM of Amount
I would like to add the FinalInv column which is calculate by:
StatringInv - SoldInv - DefectInv
Any thoughts ? Thanks - Jerryr
- Anonymous1 year ago
Thanks for the reply from rajendraongole1, please allow me to provide another insight:
Hi, jerryr125
Thanks for reaching out to the Microsoft fabric community forum.Regarding the issue you raised, my solution is as follows:
You can use the UNION() function combined with an index column for sorting:
1.First, create a calculated table:
Table 2 = VAR f2 = ADDCOLUMNS( 'Table', "index", CALCULATE( COUNTROWS('Table'), ALLEXCEPT( 'Table', 'Table'[Product Name] ), 'Table'[Category] >= EARLIER('Table'[Category]) ) ) VAR f1 = SUMMARIZE( 'Table', 'Table'[Product Name], "Category", "FinalInv", "Amount", VAR c1 = CALCULATE( SUM('Table'[Amount]), ALLEXCEPT( 'Table', 'Table'[Product Name] ), 'Table'[Category] = "StartingInv" ) VAR c2 = CALCULATE( SUM('Table'[Amount]), ALLEXCEPT( 'Table', 'Table'[Product Name] ), 'Table'[Category] = "SoldInv" ) VAR c3 = CALCULATE( SUM('Table'[Amount]), ALLEXCEPT( 'Table', 'Table'[Product Name] ), 'Table'[Category] = "DefectInv" ) RETURN c1 - c2 - c3, "index", 4 ) RETURN UNION( f2, f1 )2.Next, sort based on the index column:
3.Here's my final result, which I hope meets your requirements.
4.For more details, please refer to:
How to put the row and column subtotals in front o... - Microsoft Fabric Community
Please find the attached pbix relevant to the case.
Best Regards,
Leroy Lu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
6 Replies
- rajendraongole1Super User
- jerryr125Helper IV
Hi rajendraongole1 and thank you very much !
How do you set the visualization so that the FinalInv column appears at the end of matrix visualization (see image below). Any help is appreciated! Thanks - Jerry
- AnonymousNot applicable
Thanks for the reply from rajendraongole1, please allow me to provide another insight:
Hi, jerryr125
Thanks for reaching out to the Microsoft fabric community forum.Regarding the issue you raised, my solution is as follows:
You can use the UNION() function combined with an index column for sorting:
1.First, create a calculated table:
Table 2 = VAR f2 = ADDCOLUMNS( 'Table', "index", CALCULATE( COUNTROWS('Table'), ALLEXCEPT( 'Table', 'Table'[Product Name] ), 'Table'[Category] >= EARLIER('Table'[Category]) ) ) VAR f1 = SUMMARIZE( 'Table', 'Table'[Product Name], "Category", "FinalInv", "Amount", VAR c1 = CALCULATE( SUM('Table'[Amount]), ALLEXCEPT( 'Table', 'Table'[Product Name] ), 'Table'[Category] = "StartingInv" ) VAR c2 = CALCULATE( SUM('Table'[Amount]), ALLEXCEPT( 'Table', 'Table'[Product Name] ), 'Table'[Category] = "SoldInv" ) VAR c3 = CALCULATE( SUM('Table'[Amount]), ALLEXCEPT( 'Table', 'Table'[Product Name] ), 'Table'[Category] = "DefectInv" ) RETURN c1 - c2 - c3, "index", 4 ) RETURN UNION( f2, f1 )2.Next, sort based on the index column:
3.Here's my final result, which I hope meets your requirements.
4.For more details, please refer to:
How to put the row and column subtotals in front o... - Microsoft Fabric Community
Please find the attached pbix relevant to the case.
Best Regards,
Leroy Lu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- jerryr125Helper IV
Hi rajendraongole1 and thank you very much !
How do you set the visualization so that the FinalInv column appears at the end of matrix visualization (see image below). Any help is appreciated! Thanks - Jerry
- rajendraongole1Super User
Hi jerryr125 - Please follow the below steps.
Steps to Move FinalInv to the End
Reorder Columns in the Values Section:Open the Fields pane on the right side of the Power BI interface.
Under your Matrix visualization:
Ensure that FinalInv is listed last in the Values section.
Drag and drop the FinalInv field below all the other fields in the Values section.
Remove Unwanted Subtotals (Optional):If the subtotals for FinalInv are still appearing in every category, disable them:
Select your Matrix visualization.
Go to the Format Visual pane on the right.
Navigate to the Subtotals section.
Turn off Column subtotals or configure subtotals to exclude FinalInv.
Check Column Layout:Ensure that the Category field is still in the Columns section in your Matrix visualization.
The measure FinalInv should remain only in the Values section.