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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:) 

     

     

j_w's avatar
j_w
Helper IV
1 year ago

Hi MasonMA , thanks for your post. I’m not sure if the sample data and columns in my question were too simplified, the actual table visual has many more columns. After following your suggested steps using a matrix, my matrix now looks like the one below, which is hard for the user to read, any suggestion please?

 

Also, the Subtotal label setting doesn’t seem to be working. I set it to "Subtotal", but the matrix still shows "Sub":

Thanks

  • MasonMA's avatar
    MasonMA
    Super User
    1 year ago

    Hello j_w 

     

    In 'Row Subtotal' setting, you may need to Switch Off 'Show subtotal' for all items in 'Row level' dropdown except for 'Customer' and 'Report Group'. 

     

    Same logic for Column Subtotal, you can adjust them here. 

     

    Hope this works:)