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Gameplayer13905
Frequent Visitor

List of customers, their accounts, and group codes - need help

Hello and thank you in advance for any help. I have a large list of customers, many with multiple similar names with an account number assigned to each. All of the account number revenu values are rolled up, added together, if they are under a particular group code. I am trying to crerate a matrix using customer name, group code, and revenue for a set of months. Please see the image below. The issue I'm having is that I have three tables - one for "0 to 20k", "20k-40k", and "40k and up" and ABB appears in two or three of them. I need to use the group code field as it sums up all of the account number revenues under a given group code  I have seen where you can sort of embed one field in another so that when you click on the little plus sign it opened up and shows the embedded field. I just don't know how to make this happen but I've seen it done. I need to embed the group code under the customer name. Any ideas? I am very new at PBI and I appreciate any help

 

2023-11-24_154020.jpg

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@Gameplayer13905 use matrix visual and on rows add the columns which will be used as hierarchy and allow you to +/- based on the order of columns on the row well.



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2 REPLIES 2
parry2k
Super User
Super User

@Gameplayer13905 use matrix visual and on rows add the columns which will be used as hierarchy and allow you to +/- based on the order of columns on the row well.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

@parry2k Wow, that worked! Thank you, I've marked this as complete

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