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Anonymous's avatar
Anonymous
Not applicable
9 months ago
Solved

How can I recreate this Excel-style grouped header layout with a Total section at the end

Hi everyone,
I am trying to recreate an Excel-style report layout inside a Power BI Matrix visual or if there is another way. I’ve built most of it, but I’m struggling to reproduce the final Total section at the end exactly like the Excel version.

Below is a dummy example of my header structure:

  Product A Product B totals   
CountryRegionSales ASales BSales ASales BSales ASales BSales A + BTotals %
UsaNorth10213 2322549%
USAsouth113 1211152651%

 

✔ IMPORTANT REQUIREMENT

I must keep the grouped product headers exactly like Excel:

  • A single group header for each product (Product A, Product B, Product C, Product D)

  • Two sub-columns under each (Metric A and Metric B)

  • Then a separate “TOTALS” group with three different measures:

    • Total Amount

    • % of Total

    • Grand Total

This grouped structure is essential for my report.

The Problem in Power BI

I can create:

  • Category and Region as rows

  • Product A → Product D as column groups

  • Metric A / Metric B as sub-columns under each product

  • A totals group using column subtotals

However, when I add the extra measures for the TOTALS section (Total Amount, % of Total, Grand Total):

Power BI automatically puts those measures under every product group

(Product A, Product B, Product C, Product D)
and not just under the final Totals section.

Even if I use ISINSCOPE() to blank the values, the headers still appear, creating empty columns and breaking the visual layout.

My Question:

Is there ANY way in Power BI Matrix to:

  1. Keep the grouped product headers and sub-grouping exactly like Excel,

  2. AND show specific measures only under the final “TOTALS” group,

  3. WITHOUT showing empty headers under each product?

Or, if the matrix visual simply cannot do this:

  • What is the recommended workaround to achieve this Excel-style layout?

  • Is there a modeling technique or custom visual that supports asymmetric columns like this?


Any help or suggestions would be greatly appreciated — especially from anyone who has built complex Excel-style matrices in Power BI.

  • Hi,

    This may be possible to solve with calculation groups.  Share the download link of the PBI file.

5 Replies

  • Anonymous , I assume for few measures you only want Grand total. Add item as an item in the calculation group, use isinscope, and make them blank when the product isinscope 

     

    calculation items  

     

    Sales A = [Sales A]

    Sales B = [Sales B]

    Total % = if(isinscope(Product[Product]) , blank(), [Totals %]) 

     

    How to Show Measure Only In Total Column  - https://youtu.be/Eh4wJtGjSEE

     

    for more complex format 

    Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0

  • Hi,

    This may be possible to solve with calculation groups.  Share the download link of the PBI file.

  • v-echaithra's avatar
    v-echaithra
    Icon for Community Support rankCommunity Support

    Hi Anonymous ,

    This is a known and inherent limitation of the native Power BI Matrix visual. No, the native Matrix does not support Excel-style asymmetric column groups, where product groups contain one set of measures and a separate TOTALS group contains a different set of measures, without rendering empty headers.
    This behavior is by design and is not related to data modeling or DAX logic.

    As a workaround, you can simulate the layout using alternative approaches (for example, splitting the layout across multiple visuals or using a disconnected header pattern), depending on your report and governance requirements.

    Two Matrix visuals

    Matrix 1: Products (Sales A / Sales B)
    Matrix 2: TOTALS (Total / % / Grand Total)
    Align them side-by-side using containers
    Turn off gridlines and headers where needed

    Hope this helps.
    Chaithra E.

  • v-echaithra's avatar
    v-echaithra
    Icon for Community Support rankCommunity Support

    Hi Anonymous ,

    I just wanted to check if the issue has been resolved on your end, or if you require any further assistance. Please feel free to let us know, we’re happy to help!


    Thank you 
    Chaithra E.

     

  • v-echaithra's avatar
    v-echaithra
    Icon for Community Support rankCommunity Support

    Hi Anonymous ,

    May I ask if you have resolved this issue? Please let us know if you have any further issues, we are happy to help.

    Thank you.