Forum Discussion
How To Create the Given format table creation in Power BI (Not Possible for me to do that)
Hi I am using power bi for financial Organization but they required specific way of representing the data inside the matrix table.
Please kindly help me in that because inside the power bi I have month and futher more it will break into category and each category contains Gross Disb., Mix (%) & Upfront Fee(%) KPIs. BUT My organization required below kind of structure in power bi
which is not possible as per my knowlege kindly help me in that
Hi Roshan_201295 ,
You can achieve this structure in Power BI by using a Matrix Visual with some adjustments. Here’s how to do it:
Steps to Create the Table Format in Power BI Matrix Visual:
Ensure Your Data is Structured Properly:Your dataset should have the following columns:
Month
Business Segment
Category (CAT-1, CAT-2, CAT-3)
KPI Type (Gross Disb., Mix (%), Upfront Fee (%))
Value
Use the Matrix Visual:Rows: Add Business Segment (A, B, C, D, F, H, S).
Columns:
First Level: Month
Second Level: Category (CAT-1, CAT-2, CAT-3)
Third Level: KPI Type (Gross Disb., Mix (%), Upfront Fee (%))
Values: Add the Value field.
Formatting the Matrix:Go to the Format Pane and adjust the settings:
Column Headers: Enable Word Wrap if necessary.
Field Formatting: Apply specific formatting to percentage-based KPIs.
Stepped Layout: Disable it to create a tabular structure.
Workaround for KPI Headers:By default, Power BI won’t allow multi-row headers in a matrix.
You can use a custom measure to concatenate category and KPI names into a single field using DAX:
DAXCategory_KPI = [Category] & " - " & [KPI Type]Then, use this new column as the column header.
Alternative Approach (Using Pivoted Tables in Power Query):If the structure is not working as expected in a matrix, you can reshape your data in Power Query Editor by pivoting your KPIs under each category.
Please mark this post as solution if it helps you. Appreciate Kudos.
4 Replies
- FarhanJeelaniSuper User
Hi Roshan_201295 ,
You can achieve this structure in Power BI by using a Matrix Visual with some adjustments. Here’s how to do it:
Steps to Create the Table Format in Power BI Matrix Visual:
Ensure Your Data is Structured Properly:Your dataset should have the following columns:
Month
Business Segment
Category (CAT-1, CAT-2, CAT-3)
KPI Type (Gross Disb., Mix (%), Upfront Fee (%))
Value
Use the Matrix Visual:Rows: Add Business Segment (A, B, C, D, F, H, S).
Columns:
First Level: Month
Second Level: Category (CAT-1, CAT-2, CAT-3)
Third Level: KPI Type (Gross Disb., Mix (%), Upfront Fee (%))
Values: Add the Value field.
Formatting the Matrix:Go to the Format Pane and adjust the settings:
Column Headers: Enable Word Wrap if necessary.
Field Formatting: Apply specific formatting to percentage-based KPIs.
Stepped Layout: Disable it to create a tabular structure.
Workaround for KPI Headers:By default, Power BI won’t allow multi-row headers in a matrix.
You can use a custom measure to concatenate category and KPI names into a single field using DAX:
DAXCategory_KPI = [Category] & " - " & [KPI Type]Then, use this new column as the column header.
Alternative Approach (Using Pivoted Tables in Power Query):If the structure is not working as expected in a matrix, you can reshape your data in Power Query Editor by pivoting your KPIs under each category.
Please mark this post as solution if it helps you. Appreciate Kudos.
- v-hashadapuCommunity Support
Hi Roshan_201295 , Thank you for reaching out to the Microsoft Community Forum.
Please let us know if your issue is solved. If it is, consider marking the answers that helped 'Accept as Solution', so others with similar queries can find them easily. If not, please share the details.
Thank you. - v-hashadapuCommunity Support
Hi Roshan_201295 , Please let us know if your issue is solved. If it is, consider marking the answer that helped 'Accept as Solution', so others with similar queries can find it easily. If not, please share the details.
Thank you. - v-hashadapuCommunity Support
Hi @Roshan_201295 , Please let us know if your issue is solved. If it is, consider marking the answer that helped 'Accept as Solution', so others with similar queries can find it easily. If not, please share the details.
Thank you.