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RHAD
Regular Visitor

Gouping a list with group headers in a hierarchy

I'm using Microsoft Power BI Desktop. I want to create a simple report that uses grouping and has the grouped field as a header, so a sort of hierachy is created.

For example a report of invoices with the articles that belong to the invoice below the invoice number as a list, without 'Invoice 1" being repeated on every article line:

 

Invoice 1

    article 1      €5

    article 2      €6

Invoice 2

    article 1      €3

    article 2      €3

 

 

How can make such a report in Microsoft Power BI?

2 REPLIES 2
Sean
Community Champion
Community Champion

You are looking for that classic Pivot Table look in Compact Form however we don't have this look yet.

 

Vote here if you'd like to improve the Matrix.

Idea 1

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/9207006-matrix-collapse-expand-bu...

Idea 2

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/10948962-matrix-measures-or-value...

Seth_C_Bauer
Community Champion
Community Champion

@RHAD Sounds like you want a matrix. Here is the sample data set

matrix data.JPG

and here is what it looks like by dropping it in a matrix (I removed the total columns in formatting) These are 2 examples on the same data set, one by invoice only, the other with article. The data will automatically aggregate depending on what fields you have in the matrix.

matrix.JPG


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