Forum Discussion

lcasey's avatar
lcasey
Icon for Post Prodigy rankPost Prodigy
9 years ago
Solved

Grouping in Power BI

Does Power BI posess the capability to group objects like SQL does?  I have a table that I want to group but the table and Matrix visuals dont have any grouping function.

 

 

In the table pictured below , I have all duplicates until I get to the actual account codes and debit Credit Numbers. I want Only 1 Line for Imagetag, Docdate,Amount,Comments,Approver Invno, Currency and Status.

 

 

 

it should look like this

 

  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi lcasey,

     

    >>Notice after changing to a matrix, there are many, many totals which is pretty useless and no one would ever be able to read a matrix that groups this way.

    You can turn off the row total at format tab:

     

     

    >>I did try a matrix , but the Power BI matrix is not as usable in Power BI as other reporting tools becouse you cant control the grouping.

    If matrix not suitable for your requirement, you can try to use SUMMARIZE function to grouping the original table.

     

    For example:

    SUMMARIZE(Table,Table[Imagetag],Table[Amount],Table[Comments],Table[Approver],Table[Invno], "Total Currency ",SUM(Table[Currency]),"Total Status",SUM(Table[Status]))

     

    Regards,

    Xiaoxin Sheng

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi lcasey,

     

    You can use the matrix visual to achieve your requirement.

     

    Drag the "Imagetag, Docdate,Amount,Comments,Approver Invno" columns to "Rows" filed, then drag the Currency and Status columns to "Values" field.

     

    Regards,

    Xiaoxin Shneg

    • lcasey's avatar
      lcasey
      Icon for Post Prodigy rankPost Prodigy

      Thanks for the suggestion. I did try a matrix , but the Power BI matrix is not as usable in Power BI as other reporting tools becouse you cant control the grouping. Notice after changing to a matrix, there are many, many totals which is pretty useless and no one would ever be able to read a matrix that groups this way.

       

      Sample below:

       

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi lcasey,

         

        >>Notice after changing to a matrix, there are many, many totals which is pretty useless and no one would ever be able to read a matrix that groups this way.

        You can turn off the row total at format tab:

         

         

        >>I did try a matrix , but the Power BI matrix is not as usable in Power BI as other reporting tools becouse you cant control the grouping.

        If matrix not suitable for your requirement, you can try to use SUMMARIZE function to grouping the original table.

         

        For example:

        SUMMARIZE(Table,Table[Imagetag],Table[Amount],Table[Comments],Table[Approver],Table[Invno], "Total Currency ",SUM(Table[Currency]),"Total Status",SUM(Table[Status]))

         

        Regards,

        Xiaoxin Sheng