topic Help with Formatting a Matrix with Multiple Hierarchical Levels in Power BI in Custom Visuals Development Discussion

Help with Formatting a Matrix with Multiple Hierarchical Levels in Power BI

Peka2359 — Wed, 13 Nov 2024 09:48:56 GMT

Hello everyone,

I am working on a Power BI report that uses a matrix with 10 hierarchical levels to display my financial data. My goal is to create a P&L (Profit and Loss) presentation where data at lower levels aggregates correctly to higher levels.

However, I am facing a sorting issue: for example, I find the "Profit Before Tax" appearing at the top, while I would like to reorganize it so that it fits properly within the structure of my P&L (exemple here)

Here are a few specific points where I would appreciate your help:

Custom Sorting: How can I define a specific sort order for my hierarchical levels so that they display in the desired order?
Data Aggregation: Is there a method to ensure that values aggregate correctly at each hierarchical level?
Matrix Formatting: What are the best practices for formatting a matrix with so many levels to ensure optimal readability?

Thank you in advance for your help and suggestions. Any advice or resources would be greatly appreciated!

Best regards,

Re: Help with Formatting a Matrix with Multiple Hierarchical Levels in Power BI

lbendlin — Wed, 13 Nov 2024 10:44:48 GMT

1. learn about "sorting a column by another column"

2. learn about ISINSCOPE and how to adjust your measure depending on where you are in the visual. (Also cosider HASONEVALUE if applicable)

3. Add the +/- decorations to the rows (sadly not available yet for columns) and teach your users how to expand, collapse, and drill down or up in a matrix via the header icons or right click.

Re: Help with Formatting a Matrix with Multiple Hierarchical Levels in Power BI

Peka2359 — Wed, 13 Nov 2024 17:25:14 GMT

Hello, thank you for responding.

I am currently working with hierarchical levels, but it can't work as expected because in my fact table, I only have the input level. I then relate this to a dimension table that has 10 levels of hierarchy (as shown in the attached photo).

In my matrix table, I included several levels (level 3, 5, 8, etc.) to display my profit before tax. However, I would like to reorganize it to create a Profit & Loss statement like this: