Matrix Visualization - displaying fields in expanded view without grouping or summarizing by them?

[PaulKraemer]

Hi,

I have a table named "Ticket".  The Ticket Table has fields named "Number", "CustomerName", "TicketDate", "Description", and "EstTotal".  I have created a Matrix visualization based on this Ticket table.  The image below shows my visualization on the left, and on the right it shows how I set the Rows, Columns, and Values for this visualization to achieve this result.

I like how I can use the +/- icon to either expand or collapse the results for each customer.  When I expand the results for a customer (as I have done for "24 Naturals LLC" in my sample), I like that I can see the Ticket Number and the EstTotal for each individual Ticket for this customer. 

Ideally, I'd also like to see the TicketDate and the Description for each Ticket in this expanded view, but I have no desire to group or summarize by these fields, or to see them in the collapsed view.  I would just like to see them for reference in the expanded view only.  What I have in mind is something similar to what I've illustrated below...

If anyone can tell me how I might be able to accomplish something like this, I would greatly appreciate it.

Thanks in advance,

Paul

[MFelix · Accepted solution]

Hi @PaulKraemer ,

For this I would create  two additional metrics to add to the values and would do it based on the level you are so something similar to:

Date Value = IF(ISINSCOPE(Ticket[Number]), SELECTEDVALUE(Ticket[Date]))

Description Value = IF(ISINSCOPE(Ticket[Number]), SELECTEDVALUE(Ticket[Description]))

This will give you the values only at the level of the number.

[Anonymous · Accepted solution]

Hi @PaulKraemer 

Thank you very much MFelix for your prompt reply.

May I ask if your problem has been solved? If not, let me add some details.

Create measures:

Use the code provided by MFelix.

Returns true when the specified column is the level in a hierarchy of levels.

ISINSCOPE function (DAX) - DAX | Microsoft Learn

Returns TicketDate and Description when at the “Number” level, otherwise returns blank.

The created measures are then put into the “Values” of the matrix. Please note that measures can only be placed into “Values” of the matrix, not into “Columns” or “Rows”.

Regards,

Nono Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[PaulKraemer]

Thank you Nono, and thank you again MFelix.  As a new Power BI user, I initially didn't have enough background knowledge to follow MFelix's suggestion.  I was mistakenly searching for the term "Metric" instead of "Measure".  With the additional detail provided from Nono, it turns out that MFelix's suggestion worked perfectly!

I apprecite both of your help!

best regards,
Paul

[MFelix · Accepted solution]

Hi @PaulKraemer ,

For this I would create  two additional metrics to add to the values and would do it based on the level you are so something similar to:

Date Value = IF(ISINSCOPE(Ticket[Number]), SELECTEDVALUE(Ticket[Date]))

Description Value = IF(ISINSCOPE(Ticket[Number]), SELECTEDVALUE(Ticket[Description]))

This will give you the values only at the level of the number.

[PaulKraemer]

Thanks Miguel,

I appreciate your help.  I am very new to Power BI.  I've gone through a basic tutorial on how to shape and combine data, and then I read some documentation on the Matrix visualization.  I am embarassed to say at this point that I don't even know what a metric is.  I will make it my focus to learn that and to see if I can then understand how to attempt your suggestion.  I just wanted to say thank you for now and I'll follow-up if/when I am am successful or come up with a specific follow-up question.

Thank you again,
Paul