Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

View all the Fabric Data Days sessions on demand. View schedule

Reply
TKrizan
Frequent Visitor

How to create a matrix where a row value is included in all levels and aggregated separately

I need to create a visual in PowerBI that has this behavior when expanding a category in a matrix. 

TKrizan_1-1709937600893.png

Currently I can only see the distinction between actual and plan when I fully drill down through my groups.

TKrizan_2-1709937929687.png

 

I need to be able to see the distinction at all levels and in a total row. Where the aggregations are done using the Actual/Plan groups

 

1 ACCEPTED SOLUTION

You need to expand the entire level to see that.

View solution in original post

3 REPLIES 3
lbendlin
Super User
Super User

under row headers switch "stepped layout"  off and selectively remove the totals.

I removed the stepped layout and removed the row totals. However this doesn't get me much closer to a solution. Is there a way to force the aggregation to separate the values i.e. the plan and actual values cannot be summed together as they are not the same thing. also I need to see plan and actual for each level not just the lowest level. 

TKrizan_0-1710184227048.png

This is what I have now but I need to see what I see for Comp 1 group for A and B as well when those groups are minimized. Summarized with Plan values added to other plan values and Actual values added to other actual values.

You need to expand the entire level to see that.

Helpful resources

Announcements
November Power BI Update Carousel

Power BI Monthly Update - November 2025

Check out the November 2025 Power BI update to learn about new features.

Fabric Data Days Carousel

Fabric Data Days

Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Top Solution Authors
Top Kudoed Authors