Creating a visualization that groups and summarizes tabular data based on the value in a column

Hi PaulKraemer -  I guess that you’re working with the Table visualization in Power BI Desktop. This visualization allows you to display data in a tabular format similar to a spreadsheet.

To achieve grouping and subtotaling, the Matrix visualization may be better suited than the Table visualization. The Matrix visualization lets you display subtotals for each group, making it ideal for grouping data by categories like Ticket Type.

you can drag the fields into rows, columns and values in Matrix chart.You should now see your data grouped by Ticket Type with subtotals and a grand total at the bottom.

In the Visualizations pane, go to the Format (paint roller icon) section.
Expand the Subtotals section to turn Row subtotals on or off as desired.
Customize the Grand Total section if needed to make the total more prominent.
Adjust the formatting for fields like Ticket Amount to ensure it appears as currency, if needed.

Ref link:

https://www.youtube.com/watch?v=qphVQdI5rQs&pp=ygUjUG93ZXIgQkkgbWF0cml4IHZpc3VhbCBpbnRyb2R1Y3Rpb24%3D

Hi PaulKraemer ,

According to your description, it seems that the sum is calculated for different Types, which can be achieved simply by a matrix, and you can check the result as follows:

Create a matrix visual in Power BI - Power BI | Microsoft Learn

An attachment for your reference. Hope it helps!

Best regards,
Community Support Team_ Scott Chang

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