Forum Discussion
Matrix or table style visualization(s)?
All,
I'm having some difficulty delivering on a client request for a Matrix style or Table style visual in Power BI. What the end user is wanting is based off of CRM data. Columns will consist of business process stage/status. Rows are to consist of Total number of opportunities, based on sales personnel, the age of the opportunity, revenue (3 different types), again all broken down by sales personnel. They want these sections to be collapsable as well (denoted by the plus symbol and minus symbol). They want a very specific design for this. I've attached a picture of what they're wanting:
4 Replies
Hi swebb ,
I would suggest you to go with Matrix type of visual .
If you want go for +/- (collapse) then go for Matrix visual.
You can also read more from this link (Which chart type choose) :
https://zebrabi.com/how-to-choose-the-right-chart-power-bi/#:~:text=It%20doesn't%20matter%20whether,option%20suggested%20by%20Power%20BI.Thanks ,
Pratyasha Samal
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If you found this post helpful, please give Kudos CYes, I think a Matrix style visualization would work best for this approach. However, the issue I'm running in to is putting the data into the Matrix and having it display in the way they're asking. I'm beginning to wonder if it is due to my data model. I think I'm going to have to redo the data model, as it is mostly a flat one sheet data model. Can you speak on that at all?
Hi swebb ,
You can simply add the required column to your row , column and value .
For example :-Thanks,
Pratyasha Samal
