Forum Discussion
Group row subtotals based on a column in Matrix visualization
- 1 year ago
Hi jasonyeung87 , Thank you for reaching out to the Microsoft Community Forum.
It looks like Username isn’t placed in the “Rows” area or if it is, it may not be at the right level in the hierarchy to calculate subtotals correctly. To fix this, you’ll need to add Username to the Rows section of your matrix visual and make sure it’s placed above “Work Item Title” or any other row-level fields. Power BI calculates subtotals based on this order, so “Username” must come first if you want it to group the data and subtotal by user. Once that’s done, the matrix will automatically organize the items under each username, giving you a subtotal for each user.
Then expand the individual row levels and make sure “Show subtotal” is turned on for Username and optionally turned off for “Work Item Title” or other nested fields. This will ensure that you only get one subtotal per user, rather than multiple subtotal lines that might clutter the visual. Lastly, just double-check that Hours is still in the Values area and is set to sum.
If this helped solve the issue, please consider marking it 'Accept as Solution' so others with similar queries may find it more easily. If not, please share the details, always happy to help.
Thank you.
Hi jasonyeung87 , Thank you for reaching out to the Microsoft Community Forum.
It looks like Username isn’t placed in the “Rows” area or if it is, it may not be at the right level in the hierarchy to calculate subtotals correctly. To fix this, you’ll need to add Username to the Rows section of your matrix visual and make sure it’s placed above “Work Item Title” or any other row-level fields. Power BI calculates subtotals based on this order, so “Username” must come first if you want it to group the data and subtotal by user. Once that’s done, the matrix will automatically organize the items under each username, giving you a subtotal for each user.
Then expand the individual row levels and make sure “Show subtotal” is turned on for Username and optionally turned off for “Work Item Title” or other nested fields. This will ensure that you only get one subtotal per user, rather than multiple subtotal lines that might clutter the visual. Lastly, just double-check that Hours is still in the Values area and is set to sum.
If this helped solve the issue, please consider marking it 'Accept as Solution' so others with similar queries may find it more easily. If not, please share the details, always happy to help.
Thank you.
- jasonyeung871 year ago
Helper V
Hi,
Thanks for your advice! I dragged the UserName to the rows (experimented on which order to put it in and it worked).
The one thing I was stuck on is that the "subtotals" of the other values appear. They're the date and comments field. As they're not numbers, it's displaying the first value of each grouping. Ideally I can make these not appear.
Jason