Multiple Expense types, wanting their totals in separate columns in matrix

[ChrisAZ]

I have a data source that has a column with values and another that indicates the Expense type. I want to be able to pull in the totals for each Expense type in a matrix as separate columns/totals. I am not sure how to do that.

Please be specific as I am pretty new still to this.

Thanks!

[ChrisAZ · Accepted solution]

I did not get a solution here, but I did figure this out on my own. I was able to use the "Add Column" then "Conditional Column" in the Transform space to create new columns based on the result in the Expense name column.

[lbendlin]

Please give us something to work with.

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Please show the expected outcome based on the sample data you provided.

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[ChrisAZ]

Nott sure how to get you the source as it is linked to an integrator and not a specific spreadsheet, but basically it looks like this and the column labeled "Expense name"  has a number of categories. I would like to be able to pull those totals out for each category into what you see in the second screenshot kind of like Parts Cost, labor, cost, etc but all for this specific table. (again not sure how to show you what I want it to look like when I can't get it to look like how I want)

[danextian]

What do you mean by "Columns here"? You can just drag the expense category to the column tile of a matrix.

[ChrisAZ]

The issue is that I can't just drag the Expense column because it will show expenses of all types in that column. I want to be able to separate out into different columns the different expense types found in that column

[Ashish_Mathur]

Hi,

In a matrix visual, drag the Expense type column to the Columns well.

[ChrisAZ]

To the Columns well?

[v-saisrao-msft]

Hi @ChrisAZ,

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

I have attached the PBIX file for your reference. Could you confirm if the output in this file matches your expectations?

Thank you @lbendlin @danextian @Ashish_Mathur, for providing your insights.

If this post helps, then please give us ‘Kudos’ and consider Accept it as a solution to help the other members find it more quickly.

Thank you.

[ChrisAZ]

Thanks. So this does seem to work, but the issue I am having is that I have other columns I need to display in the same visual that come from other sources than this one table, so I am not sure how to build this out so these get added in to the existing matrix?

This is what my first Matrix looks like:

And this is how I am able to pull in the info from that other source thanks to your info:

The difference is obviously in the way the values are placed in the columns and values field. Any ideas on that?

[ChrisAZ]

@v-saisrao-msft Hello, checking back on this as I am able to create this as its own Matrix, but how can I get those same columns into my other table that pulls these column values from multiple sources?

[ChrisAZ]

So meaning I have different Expense types in this one column in my data sources, some are Telematics Devices, Washes, Permits, etc. I want to be able to pull the totals of each of those individual expense types into their own columns. I know how to provide the total of those in one column with how it is in my data set, but unsure how to break them out as individual columns in a matrix.

[ChrisAZ]

@danextian Does that make more sense?

[lbendlin]

Screenshots are not helping. Please check the links I included.

[ChrisAZ]

Month	Cost	Notes	Expense name	Vehicle_ID	Year
September	11		Telematics Device	3215653	2024
September	157		Washes	3138340	2024
October	3		Permits	3215653	2024

[lbendlin]

What is the expected output based on the sample data you provided?