Forum Discussion
Matrix - Display Values above Columns
Hello,
We have a basic matrix with columns, rows and values. We would like the values to appear ABOVE the columns. Right now it only displays the opposite -- values BELOW the columns. How can this be fixed? This works very easily in Tableau and Excel Pivot Tables.
Please see screenshots below of incorrect version (Power BI) and correct version (Tableau).
Thanks,
DanIncorrect - Columns on top, values belowCorrect - Values on top, columns below
Hi dancarr22,
For Power BI Matrix visual, the value level shows below the column level. Based on your screenshot, I create the similar structure data sample as follows.
Then I create Matix visual like you.
If you want to display data like the format in Tableau, you need to unpivot Value and SpreadCost columns. Please right click your table->Query Editor->select both Value and SpreadCost columns->Unpivot columns(see the button highlighted in yellow background), click apply, you will get the data shown in screenshot.
Then select the Ticker as Row level, the Attribute and MarkerTicker as column level, the Value.1 as Value level, you will get expected result.
Best Regards,
Angelia
19 Replies
- AnonymousNot applicable
Can we just agree that Power BI lacks a basic funtionality here? 🙂
OP requested a basic thing:
Put a dimension into the columns area of a matrix visual like the year:
2018 - 2019 - 2020
Then add two measures, the following happens:
2018 2019 2020
Meas1 Meas2 Meas1 Meas2 Meas1 Meas2
And what OP wanted, was this:
Meas1 Meas2
2018 2019 2020 2018 2019 2020
This can be achieved in a Pivot table in Excel in 2 seconds. No change of the raw data required.
In Power BI, no chance.
The only thing that comes close:
Go to the format pane of the matrix visual and under VALUES select "Show On Rows".
Not exactly the wanted result, but close enough most time.- farFrequent Visitor
Still 2023, and no simple solution given.
- MFelixSuper User
Hi far ,
Currently there is another solution that is the creation of a Field parameter
https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-field-parameters
- MFelixSuper User
Hi Anonymous ,
Depending on the result you need currrently there are several option that you don't need to change the raw data, you may need to create calculation groups for example, or an additional table with your hierarchy.
It's not has direct has in Excel agree with you but this has to do with the way the model works and the engine, altough some things are similar to Excel, Power BI is not to do the same things has in Excel so the functionalities may vary.
- v-huizhn-msftMicrosoft Employee
Hi dancarr22,
For Power BI Matrix visual, the value level shows below the column level. Based on your screenshot, I create the similar structure data sample as follows.
Then I create Matix visual like you.
If you want to display data like the format in Tableau, you need to unpivot Value and SpreadCost columns. Please right click your table->Query Editor->select both Value and SpreadCost columns->Unpivot columns(see the button highlighted in yellow background), click apply, you will get the data shown in screenshot.
Then select the Ticker as Row level, the Attribute and MarkerTicker as column level, the Value.1 as Value level, you will get expected result.
Best Regards,
Angelia- apatnolaHelper I
this is not a practical solution when the table to be unpivoted has 30 fields.
There needs to be a simple way to do this in power bi like there is in excel.
- MFelixSuper User
Hi apatnola ,
This answer is from 3 years ago, since then the tool has evolve significantly depending on what you are looking for there are other options. Currently there are calculated groups, options to unpivot only, selected columns or the use of a disconnected table.
What is the result you want to achieve and how is your data is setup?
You compare Power BI with Excel but in both cases if you have the incorrect data format the results will not be achived corretly. Altough the tools look similar they are in fact very different because they are used for different purposes.
Can you share a mockup of your data and expected result?
- dancarr22Helper V
Thanks Angelia!
- AnonymousNot applicable
Hi there,
As far as I can tell I have my data set up the exact say way as above and when I add two attributes to the "columns" in my matrix, it will only display the one that is on top in the Visualization pane
- dancarr22Helper V
Hello,
Thanks for your response.
The data in the values area are numerical data fields which need to be aggregated for the given groups. They are not measures.
Need these values to appear ABOVE the columns not below them.
Please let me know if you require additional info.
Thanks for your help with this.
Thanks,
Dan
- Fernando_godoyNew Member
I am facing the same problem, someone know any 'Custom Visual' that resolve this problem?