Forum Discussion

dancarr22's avatar
dancarr22
Helper V
8 years ago
Solved

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

  • Anonymous's avatar
    Anonymous
    Not 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.

    • far's avatar
      far
      Frequent Visitor

      Still 2023, and no simple solution given.

    • MFelix's avatar
      MFelix
      Super 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-msft's avatar
    v-huizhn-msft
    Microsoft 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


    • apatnola's avatar
      apatnola
      Helper 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.

      • MFelix's avatar
        MFelix
        Super 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?

    • Anonymous's avatar
      Anonymous
      Not 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

  • Hi dancarr22,

     

    I believe that your question is related with the way you have your data setup, you have multiple measure and adding them to your values area, is your data in the Values area columns or calculated measures?

     

    Regards,

    MFelix

    • dancarr22's avatar
      dancarr22
      Helper 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

       

  • I am facing the same problem, someone know any 'Custom Visual' that resolve this problem?