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PaulKraemer's avatar
PaulKraemer
Advocate II
10 months ago
Solved

Default Matrix Visualization to Expanded, and disable collapsing?

Hi, In Power BI, I have a Sales Table and an Employees Table with fields as listed below:   Sales Company Employee ID Ticket Number U_Emp_ID   Employees Company Employee ID Employee Name ...
Need Help
  • MasonMA's avatar
    MasonMA
    10 months ago

    Hi Paul,

     

    The alternative way would be creating a new column to combine 'Employee ID' and 'Employee Name' in 'Employees' table with below DAX, 

    ID Employee Name =Employees[Employee ID] & " - " & Employees[Employee Name]

    Then keep the stepped layout enabled, but use this new column instead on your Matrix

     

     

     

Nasif_Azam's avatar
Nasif_Azam
Super User
10 months ago

Hey PaulKraemer ,

There are 3 way I know. Please go through that and let me know the feedback.

 

Option-1:

For the following requirement you need a custom column which is insert into the Row level instead of Employee ID and Employee Name.
Custom Column:

 

Martix:

 

 

Option-2: 

If you do not need hierarchical grouping:

  1. Insert a Table visual instead of a Matrix.

  2. Add the following fields:

    • Company
    • EmployeeLabel (from the new column)
    • Count of Ticket Number

  3. Format as needed (sorting, totals, etc.).

 

Option-3: While you cannot disable the expand/collapse icons in Matrix, using the concatenated column removes the need for them entirely.


Please see the Power BI file I attached.


Best Regards,
Nasif Azam

  • PaulKraemer's avatar
    PaulKraemer
    Advocate II
    10 months ago

    Thank you MasonMA and Nasif - This works great for me.

     

    I appreciate your help!

     

    Best regards,
    Paul