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Anonymous
Not applicable

How to add sub-totals to a table?

We have a table with customer information. We have a row for each customer/month combination. Showing the revenue for that customer in that month. So one customers can have multiple rows.

 

We like to create a table in Power BI Desktop where we show each customer only once with a TOTAL of the revenue for that customer, or several rows for that Customer with a separate field in each row showing the Customer total. How would we do that? Right now the table in Power BI Desktop shows multiple rows for each customer and no totals.

2 REPLIES 2
Twan
Advocate IV
Advocate IV

To show the total revenue for that customer across all of the different months you can create a table with only the [Customer] and [Revenue] fields.

 

You can also achieve the same result by using a matrix visualization instead of a table.  Put the [Customer] field on the Rows section of the matrix and the [Revenue] on the Values section.  Then if you wanted to add in information about revenue in each month for the customer put the [Month] field underneath the  [Customer] field in the rows section.

SEM
Regular Visitor

Excellent thnaks for the info 

So simple when you know how I have been attempting to do this

 

Cheers

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