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navafolk
Helper IV
Helper IV

Matrix visual - summarize sub level of row in Total

Hi pros,

I have a data 'Table'

navafolk_0-1750316536946.png

My normal matrix visual has 2 levels in rows: 'Version_date' -> 'Product'

navafolk_1-1750316891963.png

navafolk_2-1750316912292.png

Please help if there is any way to summurize by product in the total without creating separate matrix for product performance, some thing looks like

navafolk_5-1750317176475.png

Thank you all.

 

1 ACCEPTED SOLUTION
danextian
Super User
Super User

Hi @navafolk 

 

Create a separate dimensions table that has the version date as well as a row for the word total. You will be combining dates and text in one column so the result is a text thus the date must be formatted to its text equivalent.

VersionDates = 
VAR _dates =
    DISTINCT (
        SELECTCOLUMNS (
            'Table',
            "Version date", FORMAT ( 'Table'[Version_date], "dd mmmm yyyy" ),
            "Sort", 'Table'[Version_date]
        )
    )
VAR _total =
    DATATABLE ( "Version Date", STRING, "Sort", INTEGER, { { "Total", 10000000 } } )
RETURN
    UNION ( _dates, _total )

Create a one-to-many single direction relationship from VersionDates[Sort] to 'Table'[Date]

danextian_0-1750325132358.png

Create this measure:

Amount with Total Breakdown = 
IF (
    SELECTEDVALUE ( VersionDates[Version date] ) = "Total",
    CALCULATE ( SUM ( 'Table'[Amount] ), REMOVEFILTERS ( VersionDates ) ),
    SUM ( 'Table'[Amount] )
)

 

Show/hide the subtotal rows/columns as necessary

danextian_2-1750325182941.png

Please see the attached pbix.

 

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

View solution in original post

5 REPLIES 5
v-dineshya
Community Support
Community Support

Hi @navafolk ,

Thank you for reaching out to the Microsoft Fabric Community forum.

 

If @danextian  response is helpful, please “Accept it as a solution”  to assist other community members in resolving similar issues more efficiently.
Thank you.

m4ni
Advocate I
Advocate I

Hi @navafolk 

I dont think thats natively possible but you could simulate an effect by amending the table properties of two independant tables.  Hide totals and align text as needed gives you something like below...

 

m4ni_0-1750325346536.png

Having 2 tables is a challenge though but visually can make it look like this.

danextian
Super User
Super User

Hi @navafolk 

 

Create a separate dimensions table that has the version date as well as a row for the word total. You will be combining dates and text in one column so the result is a text thus the date must be formatted to its text equivalent.

VersionDates = 
VAR _dates =
    DISTINCT (
        SELECTCOLUMNS (
            'Table',
            "Version date", FORMAT ( 'Table'[Version_date], "dd mmmm yyyy" ),
            "Sort", 'Table'[Version_date]
        )
    )
VAR _total =
    DATATABLE ( "Version Date", STRING, "Sort", INTEGER, { { "Total", 10000000 } } )
RETURN
    UNION ( _dates, _total )

Create a one-to-many single direction relationship from VersionDates[Sort] to 'Table'[Date]

danextian_0-1750325132358.png

Create this measure:

Amount with Total Breakdown = 
IF (
    SELECTEDVALUE ( VersionDates[Version date] ) = "Total",
    CALCULATE ( SUM ( 'Table'[Amount] ), REMOVEFILTERS ( VersionDates ) ),
    SUM ( 'Table'[Amount] )
)

 

Show/hide the subtotal rows/columns as necessary

danextian_2-1750325182941.png

Please see the attached pbix.

 

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

Super @danextian, a brilliant way, save my life.

I am stucking in quite similar topic, your approach may help. It is about taking different between 2 latest Version_date in the total, please have a look. Thank you.

Re: Difference of each sub-category in matrix visu... - Microsoft Fabric Community

Hi @danextian ,

Thank you for posting response in community.

 

Regards,

Dinesh

 

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