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Daihai_986
New Member

Add matrix report in power BI with vertical expend function

Daihai_986_0-1695439890060.png

I want to create matrix report like above. Please let me know how to do it. I am new power BI developer. Before I used SSRS to do such re

1 REPLY 1
123abc
Community Champion
Community Champion

Creating a matrix report with vertical expansion in Power BI is relatively straightforward. Here are the steps to create such a report:

  1. Data Source: Ensure you have your data source connected to Power BI. This can be a SQL database, Excel file, or any other supported data source.

  2. Create a New Report: Open Power BI Desktop and create a new report.

  3. Data Modeling: Make sure your data is properly modeled in the Power Query Editor. You should have tables and relationships defined as needed for your report.

  4. Matrix Visualization: To create a matrix report, you will use the Matrix visualization. To do this, drag and drop the fields you want to use into the following sections of the Fields pane:

    • Rows: Place the field(s) you want to use for the rows of the matrix.
    • Columns: Place the field(s) you want to use for the columns of the matrix.
    • Values: Place the field(s) you want to use as the summarized values in the matrix.
  5. Enabling Vertical Expansion: To enable vertical expansion (often referred to as drilling down), you can click on the small triangle icon (▶) next to a row or column header in the matrix visualization. This will allow you to drill down into the data and see more detailed information.

  6. Formatting: You can format your matrix by adjusting settings in the Format pane. You can change fonts, colors, and other styling options to make your report visually appealing.

  7. Testing: Test your report to ensure that the vertical expansion works as expected. Clicking on the triangle icon should expand the view to show more detailed data.

  8. Save and Publish: Once you're satisfied with your matrix report, save your Power BI file and publish it to the Power BI service if you want to share it with others.

  9. Sharing: You can share your report with others by publishing it to the Power BI service, where you can set up sharing options, or by exporting it as a PDF or PowerPoint presentation.

  10. Scheduled Refresh: If your data source is dynamic and regularly updated, set up a scheduled refresh in Power BI Service to ensure your reports always show the latest data.

Remember that Power BI offers a wide range of customization options, so you can further enhance your report's appearance and functionality as needed. Additionally, as you become more familiar with Power BI, you can explore more advanced features and calculations to create more sophisticated reports.

 

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