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kamini
Helper III
Helper III

Group by a Specific Data Element in Power BI

Hi,

I have a simple Table in Power BI, and I need to Group the data based on this one data element shown below; So Agency is the group, and the data is listed one level below the Agencies. Any grouping like the one below will do the trick. 

AgencyStatusCreated date startStart dateFinish dateImportanceProgress
Agency A      
 New4/20/20233/31/20237/31/2024Hi77
 In Progress4/4/20233/31/20236/2/2023Enh64
Agency B      
 Submitted4/12/2023  Enh 
 In Progress7/10/2023 8/31/2023Enh86

Thanks so much for your time.

2 ACCEPTED SOLUTIONS
sergej_og
Super User
Super User

...and what is your question?

You have your dimension "Agency" in your data model.
Bring it into your Matrix visual and add some measures etc. then you will have your grouping.

View solution in original post

Anonymous
Not applicable

Hi @kamini ,

You can create a matrix visual with the below Fields settings, and toggle off the option "Stepped layout".

vyiruanmsft_0-1697703995178.png

Toggle off the option "Stepped layout"Toggle off the option "Stepped layout"

Best Regards

View solution in original post

7 REPLIES 7
sergej_og
Super User
Super User

This is a property (difference) for these specific visual types.
A table gives you plain all data you want to see.
Matrix groups data.
It is an another kind of visualization.

What about using Matrix and switching off all subtotals/totals?
A kind workaround 🤔

Yeah, unfortunately, that doesn't do the trick and I'm not sure what you are referring to Switching off subtotals/totals. Thanks for your time.

sergej_og
Super User
Super User

...and what is your question?

You have your dimension "Agency" in your data model.
Bring it into your Matrix visual and add some measures etc. then you will have your grouping.

Yes, this works for grouping and thank you; however, I need to show the grouping name only a single time. After moving to Matrix and creating a measure, I went back to table and it is grouping but repearing the Agency A, Agency B, etc. Rather than what I listed in my original request. 

Thanks a lot!

So if anyone has any ideas for showing the grouping like below, I would appreciate it. 

AgencyStatusCreated date startStart dateFinish dateImportanceProgress
Agency A      
 New4/20/20233/31/20237/31/2024Hi77
 In Progress4/4/20233/31/20236/2/2023Enh64
Agency B      
 Submitted4/12/2023  Enh 
 In Progress7/10/2023 8/31/2023Enh86

Thanks so much for your time.

Anonymous
Not applicable

Hi @kamini ,

You can create a matrix visual with the below Fields settings, and toggle off the option "Stepped layout".

vyiruanmsft_0-1697703995178.png

Toggle off the option "Stepped layout"Toggle off the option "Stepped layout"

Best Regards

Thank you, for now, that did the trick!

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