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PBIRookieAZ's avatar
PBIRookieAZ
Regular Visitor
1 year ago
Solved

Adding calculation as rows in Matrix

Hi PBI Expoerts, 

I have the table in blue box as a matrix visual in PBI. I need to add two rows for GP and GM% calculations at the bottom of the matrix. How can I do that? TIA!!

  • Hi PBIRookieAZ ,

    Thanks for reaching out to the Microsoft fabric community forum. 

     

    Solution 1: Using DAX Measures

    Create Measures for GP and GM%: Go to the Modeling tab & Click on New Measure.

    DAX formulas:

    Gross Profit (GP): GP = SUM('Sales'[Revenue]) - SUM('Sales'[Cost of Goods Sold])

    Gross Margin % (GM%): GM% = DIVIDE([GP], SUM('Sales'[Revenue]), 0)

    Add Measures to the Matrix: In your matrix visual, drag the GP and GM% measures into the Values field.

    Show as Total Row: In the matrix settings, under Format → Subtotals, ensure that subtotals are enabled if needed.

     

    Solution 2: Create a Calculated Table:

    Summary Table =
    UNION (
    SELECTCOLUMNS('Sales', "Category", 'Sales'[Category], "Value", [GP]),
    SELECTCOLUMNS('Sales', "Category", "GM%", "Value", [GM%])
    )

    Alternative code:

    SummaryTable =
    UNION(
    SUMMARIZE(
    'Sales',
    'Sales'[Category],
    "GP", [GP],
    "GM%", [GM%]
    ),
    ROW(
    "Category", "Total",
    "GP", [GP],
    "GM%", [GM%]
    )
    )

    Add the Custom Table to the Matrix Visual: Replace your original table with the SummaryTable in the matrix visual. This table will include the GP and GM% calculations at the bottom.

    Format the Matrix Visual: Adjust the formatting of the matrix visual to ensure that the new rows for GP and GM% are clearly visible and distinguishable from the other rows.

     

    If you find this post helpful, please mark it as an "Accept as Solution" and consider giving a KUDOS. Feel free to reach out if you need further assistance.
    Thanks and Regards

5 Replies

  • You can't really do that unless you go full custom matrix.  Better to use a separate visual as you are doing.

  • v-dineshya's avatar
    v-dineshya
    Community Support

    Hi PBIRookieAZ ,

    Thanks for reaching out to the Microsoft fabric community forum. 

     

    Solution 1: Using DAX Measures

    Create Measures for GP and GM%: Go to the Modeling tab & Click on New Measure.

    DAX formulas:

    Gross Profit (GP): GP = SUM('Sales'[Revenue]) - SUM('Sales'[Cost of Goods Sold])

    Gross Margin % (GM%): GM% = DIVIDE([GP], SUM('Sales'[Revenue]), 0)

    Add Measures to the Matrix: In your matrix visual, drag the GP and GM% measures into the Values field.

    Show as Total Row: In the matrix settings, under Format → Subtotals, ensure that subtotals are enabled if needed.

     

    Solution 2: Create a Calculated Table:

    Summary Table =
    UNION (
    SELECTCOLUMNS('Sales', "Category", 'Sales'[Category], "Value", [GP]),
    SELECTCOLUMNS('Sales', "Category", "GM%", "Value", [GM%])
    )

    Alternative code:

    SummaryTable =
    UNION(
    SUMMARIZE(
    'Sales',
    'Sales'[Category],
    "GP", [GP],
    "GM%", [GM%]
    ),
    ROW(
    "Category", "Total",
    "GP", [GP],
    "GM%", [GM%]
    )
    )

    Add the Custom Table to the Matrix Visual: Replace your original table with the SummaryTable in the matrix visual. This table will include the GP and GM% calculations at the bottom.

    Format the Matrix Visual: Adjust the formatting of the matrix visual to ensure that the new rows for GP and GM% are clearly visible and distinguishable from the other rows.

     

    If you find this post helpful, please mark it as an "Accept as Solution" and consider giving a KUDOS. Feel free to reach out if you need further assistance.
    Thanks and Regards

    • v-dineshya's avatar
      v-dineshya
      Community Support

      Hi PBIRookieAZ ,

      If you find this post helpful, please mark it as an "Accept as Solution" and consider giving a KUDOS. Feel free to reach out if you need further assistance.
      Thanks and Regards

    • v-dineshya's avatar
      v-dineshya
      Community Support

      Hi PBIRookieAZ ,

      If you find this post helpful, please mark it as an "Accept as Solution" and consider giving a KUDOS. Feel free to reach out if you need further assistance.
      Thanks and Regards

      • v-dineshya's avatar
        v-dineshya
        Community Support

        Hi PBIRookieAZ ,

        If you find this post helpful, please mark it as an "Accept as Solution" and consider giving a KUDOS. Feel free to reach out if you need further assistance.
        Thanks and Regards