Creating topline row in a table (M or Dax)

[vonckk]

Hello,

I hope I can get some help.  I'm using Power Query to create an input table for our cost engineering team.  One of the requirements is the ability to enter data in at a PO level (detailed) and at a cost element level (summary).  I have the below table as a base.

As you can see, this dataset contains both WBS Level 6 (high level need) and Purchasing Document (Detailed Level need).  What I'm hoping to create and to export is something that looks like below (created with pivot table formatting options in Excel):

Using something like this as a base.  I should be able to key in off of either the summary level information (WBS Level 6) or key in on the detailed level (Purchasing Document).  I'm unable to think of a better way to give this flexibility to the team, but I want to control the base output if possible.

Does anyone know how to recreate this either using power query tools or through DAX table manipulations?

Thanks!

[lbendlin · Accepted solution]

That is standard functionality in the Power BI Matrix visual.  What have you tried and where are you stuck?

[lbendlin]

Have you considered training your users in the "Analye in Excel"  functionality?

[vonckk]

It's definitely an ongoing education.  I'll continue to work with the team and I think I can make this approach work.

Thanks for the assistance.

[lbendlin · Accepted solution]

That is standard functionality in the Power BI Matrix visual.  What have you tried and where are you stuck?

[vonckk · Accepted solution]

Hi Ibendlin,

I understand how to do it in a visual, I was hoping to be able to do this somewhere in Power Query, so that it'd be easy to export.  If there isn't another solution, I can make the visual work.

Thanks!

Kyle