Grouping values in Matrix Table

[cocoloco79]

Hi there,

I have attached a screenshot to help explain it better.

I have a matrix table that is very long. I'm trying to group togther: Freight, Packing, Marketing, Rebate and harvest ino an expandable group called Charges. So that the user can expand the group if they require to see those individual charges.

I'm trying to reduce the length of the table so it will fit on one page.

Does anyone has an idea what I can do to achieve this?

Thank you in advance.

[Idrissshatila · Accepted solution]

Hello @cocoloco79 ,

you can add all these measures as a field parameter and a user can then select the measure/ measures that he want to see.

check the concept of field parameters https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-field-parameters

[Anonymous · Accepted solution]

Hi @cocoloco79 ，

Please follow the steps below:

1. Create a new group in table view:

2. Add the ‘Group’ into Columns:

3. When we click Drill Up, it will expand the Group:

Could you please post your sample file here if you have any concerns about the method we offered? How to provide sample data in the Power BI Forum - Microsoft Fabric Community

Best Regards,

Lucy Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[saud968]

Here's a breakdown of the approach to group the charges in your matrix table:

1. Create a New Group Column:

Add a new column to your matrix table called "Charge Group."
Populate this column with the value "Charges" for the rows corresponding to Freight, Packing, Marketing, Rebate, and Harvest.
Leave this column blank for other rows.
2. Create a Grouped Row:

Right-click on the "Charge Group" column header and select "Group."
This will create a grouped row for the "Charges" group.
3. Expand/Collapse Functionality:

By default, the "Charges" group will be expanded.
You can add a plus/minus button or similar icon next to the group name to allow users to expand/collapse it.
This can be achieved using conditional formatting or by using a scripting language like JavaScript.
Additional Considerations:

Formatting: You may want to adjust the formatting of the grouped row to visually distinguish it from other rows.
Sorting: You can sort the rows within the "Charges" group to display them in a specific order (e.g., by charge amount or type).
Filtering: You can add filtering options to the table to allow users to filter the data based on specific criteria (e.g., date range, charge type).

Best Regards
Saud Ansari
If this post helps, please Accept it as a Solution to help other members find it. I appreciate your Kudos!

[Idrissshatila · Accepted solution]

Hello @cocoloco79 ,

you can add all these measures as a field parameter and a user can then select the measure/ measures that he want to see.

check the concept of field parameters https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-field-parameters