Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
jasonyeung87
Helper V
Helper V

Displaying all values instead of first or last values in Matrix

Hi,

 

I have a report in Salesforce that I want to duplicate in Power BI. It shows the billable utilization by role and it's grouped by the project role and end date. (I've changed the resource names for privacy):

FromSalesforce.JPG

 

In Power BI, I used a matrix visualuzation to try to group by the role and end dates. However when I try to add the other fields in the values section, it would only allow me to select the first or last record. 

FromPowerBI.JPG

 

I ended up grouping by the utilization and resource names as well to make reports similar looking (e.g. moving them to the rows section of the matrix), but I'd rather have these 2 fields in the values. If I move these 2 fields to the values section, only 1 resource name would appear (which one seems to be random) and the billable utilization is combined. (it looks like 1 resource name has all the utilization.

 

I was wondering how do I make the reports look similar to what is in Salesforce? I looked into the "CONCATENATEX" function, but this returns a comma delimited list of the names. I want them displayed in separate rows.

 

Sincerely,

 

Jason

 

3 REPLIES 3
Anonymous
Not applicable

Hi @jasonyeung87,

Aggregate values are the basic mechanism of matrix visual, you can't force them to show all values without 'aggregation'.

CONCATENATEX function can be used to combine a list of the text values, it does not suitable to expand these values to a new row/column.

BTW, measure expression not support to return different data types at the same time except you convert them to text values before return.
Regards,

Xiaoxin Sheng

amitchandak
Super User
Super User

@jasonyeung87 , I matrix visual values the values need to be summarized. If you do not need a column(pivot) then you can use the table visual.   Or you have to keep the values in the row or column.

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Hi @amitchandak ,

I tried using tables and although it displays the data correctly, it displays the same end date and project rolws multiple times. In the example below, the first 2 records are for Nov.2020 and this appears for both records. I want Nov.2020 to appear in just the first row. (the matrix seems to allow for this, but it summarises the other data).

 

FromPowerBIA.JPG

Helpful resources

Announcements
July PBI25 Carousel

Power BI Monthly Update - July 2025

Check out the July 2025 Power BI update to learn about new features.

Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.