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j_w's avatar
j_w
Helper IV
1 year ago
Solved

How to add subtotal in table visual

In Power BI report, I have the table visual below, which includes invoice line item level data:   The user wants to view the data grouped by customer, with a subtotal row for each customer in...
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  • MasonMA's avatar
    MasonMA
    1 year ago

    Hello j_w 

     

    Yes, this can be done through Matrix visual. When you set up your visual, drag your fields 'Customer', 'InvoiceNo.', 'Item', 'Price' and 'InvoiceDate' to 'Rows', your Measures  'Qty', and 'Amount' to Values.

     

    When you 'Format your Visual' for Matrix, have your 'Row Subtotal' turned on but only leave 'Show Subtotal' On for 'Customer' and 'InvoiceNo.'. You can rename 'Subtotal label' for 'InvoiceNo.' to 'Subtotal'. as in below picture. 

     

    (For the Matrix layout and Style, i used 'Minimal' for Style and 'Tabular' for Layout. )

     

     

    Then you can use your date table to filter your Matrix visual.

     

    Hope this helps:) 

     

     

MasonMA's avatar
MasonMA
Super User
1 year ago

Hello j_w 

 

Yes, this can be done through Matrix visual. When you set up your visual, drag your fields 'Customer', 'InvoiceNo.', 'Item', 'Price' and 'InvoiceDate' to 'Rows', your Measures  'Qty', and 'Amount' to Values.

 

When you 'Format your Visual' for Matrix, have your 'Row Subtotal' turned on but only leave 'Show Subtotal' On for 'Customer' and 'InvoiceNo.'. You can rename 'Subtotal label' for 'InvoiceNo.' to 'Subtotal'. as in below picture. 

 

(For the Matrix layout and Style, i used 'Minimal' for Style and 'Tabular' for Layout. )

 

 

Then you can use your date table to filter your Matrix visual.

 

Hope this helps:)