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Principiante's avatar
Principiante
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7 months ago
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Inserting Subtotals in a Table

Hi Everyone, I would need to add subtotals to a table.

I have checked various sources and they all suggest to use a Matrix whereas what I'm looking for, and I'm not sure whether it is possible, is to add subtotal Total_Sales lines by Location without disrupting the table. 
In other words one subtotal line for Location MAIN.C and another for Location ICENI.MAIN. 

Any help will be very much appreciated. Screenshot contains demo data.

 

  • Use a Matrix but make it look like a Table

    • Put your detail fields (Customer, Document No., Line, Item, …) in the Matrix Rows

    • Put Total_Sales in Values

    • Put Location as the first row level (above the details)

    • Turn on Subtotals for Location

    • Then format it to look like a Table:

      • Row headers: Stepped layout = Off

      • Subtotals: On (only for Location)

      • Gridlines / outline: adjust to match your table style

  • I would add to the steps that cengizhanarslan suggestes to use the Outline or Tabular formatting in the matrix visual. This was the game changer for our team.  This is under the format pane:

     



5 Replies

  • Use a Matrix but make it look like a Table

    • Put your detail fields (Customer, Document No., Line, Item, …) in the Matrix Rows

    • Put Total_Sales in Values

    • Put Location as the first row level (above the details)

    • Turn on Subtotals for Location

    • Then format it to look like a Table:

      • Row headers: Stepped layout = Off

      • Subtotals: On (only for Location)

      • Gridlines / outline: adjust to match your table style

  • I would add to the steps that cengizhanarslan suggestes to use the Outline or Tabular formatting in the matrix visual. This was the game changer for our team.  This is under the format pane:

     



  • Hi Principiante 

    Think of a Power BI table visual the same way as an Excel table—you only get a single total row. As others have already pointed out, the closest alternative is to use a Matrix visual in tabular layout.

    Just keep in mind that sorting in a matrix is hierarchy-aware. For example, if Customer is a higher-level field and Document No is beneath it, sorting the visual by Document No will only sort those values within each Customer, not across all customers globally or across the whole visual.

  • v-hjannapu's avatar
    v-hjannapu
    Icon for Community Support rankCommunity Support

    Hi Principiante,

    I would also take a moment to thank cengizhanarslan  , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.
     

    I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

    Regards,
    Community Support Team.

    • v-hjannapu's avatar
      v-hjannapu
      Icon for Community Support rankCommunity Support

      Hi Principiante,
      I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We are always here to support you.


      Regards,
      Community Support Team.