Forum Discussion
How to add subtotal in table visual
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:)
Hi MasonMA thank you for your help. It’s close to what the user wants in terms of style. I now have the result shown below, is it possible to repeat the column values in the area I marked with a red line? I thought this might make it easier for some users to read the data in the same row.
Change the matrix layout to Tabular and look for "repeat category labels" or something.