Create KPI table with matrix table, with category and sub-category

Hi Angko2528 ,

To display both Category and KPI in the rows of your Matrix visual in Power BI, make sure your data model includes a column for Category that maps each KPI to its correct group (such as A, B, C, etc. in your Excel). Once your data is imported, go to the Matrix visual and drag the Category column into the "Rows" field well, followed by the KPI column just beneath it. This will create a hierarchy where KPIs are listed under their corresponding Category. You can keep your existing "Måned" (Month) field in the Columns well, and all your measure fields like Data1, Data2, etc. should remain in the Values well.

If your dataset doesn't yet have Category values tied to each KPI, you can add them manually in Power Query or create a new table with a relationship. Here's an example using DAX to create a new table that includes categories:

KPI_Category_Map = DATATABLE(
    "KPI", STRING,
    "Category", STRING,
    {
        {"data 1", "A"},
        {"data 2", "B"},
        {"data 3", "B"},
        {"data 4", "B"},
        {"data 5", "C"},
        {"data 6", "C"},
        {"data 7", "D"},
        {"data 8", "D"},
        {"data 9", "D"},
        {"data 10", "E"},
        {"data 11", "E"},
        {"data 12", "E"},
        {"data 13", "E"},
        {"data 14", "E"}
    }
)

After creating this table, establish a relationship between the KPI column in this new table and the existing KPI field in your main data table. Then, use the Category field from the new table in your Matrix visual. The Matrix will now show Categories as the outer row and KPIs nested beneath them, similar to how it's displayed in Excel.

Best regards,

Hi Angko2528 ,
1.You can create a calculated column using switch function where it would assign category to each KPI.
2.Then use this new column (category) as rows in matrix visual
3.Then click on the visual and go to format pane where you switch the style to "Tabular"

Below screeenshot for reference-

For calculated column-

More about switch function
Additional links which might help
https://community.fabric.microsoft.com/t5/Desktop/How-to-add-multiple-rows-side-by-side-in-matrix-visual/m-p/4276479
I hope this helps!

If this answers your question, please Accept it as a solution and give it a 'Kudos' so others can find it easily.
Thank you.

Hi Angko2528 ,
Please find Pbix file attached for your reference.

Hi Angko2528 ,
You can give conditional formatting as per your requirement. I am sure you wont face any issues with the file I shared.
If you still need some assitance with the logic, can you please share on what conditions you need the conditional formatting so that I can help with you that.
Meanwhile I hope I could help you with category issue?

Thanks!