Need help building a matrix style report

[Anonymous]

Hello All,

I am trying to build a report like this in power bi:

As of now, this is how my report looks:

For some reason, I am not able to see the customer class code (IND, NAT, REG) as another row with their totals eventhough it has been added to the Rows. I was also wondering if there is any way to always look at the current Fiscal Year instead of me going in the report and manually updating it?

Any help would be much appreciated!!

Thank you all

[Anonymous]

@Greg_Deckler I did expand all using the "+" like you said but they don't appear as another row but instead they appear as a drop down. Please see below:

Also, I am not able to create columns since I have a live connection and use power BI dataset. Is there any work around this?

[Greg_Deckler]

@Anonymous Oh, go into the Visualizations pane with the matrix selected and then Row Headers card then Options sub card and turn off Stepped layout.

[Anonymous]

@Greg_Deckler Thank you so much Greg! it worked flawlessly. I was wondering if you can help me figure out on how to make this report to always look at current fiscal year instead of me manually going in and updating the filter?

[Greg_Deckler]

@Anonymous Depends heavily on your data and if you have a date table etc. But, the general technique is to create a flag column in your table (usually the date table). Or, an offset column (offset from current fiscal year). Using a standard calendar as an example, since I don't know what kind of fiscal calendar you are using, the column in DAX would be something like below. Current years would be 0 and then -1, -2, -3, -4 for previous years. You would then just filter the visual for this Column = 0.

Column = YEAR(TODAY()) - YEAR([Date])

[Greg_Deckler]

@Anonymous You need to do an expand all using the + icons to see that additional rows. You could create a column that is an indicator for current fiscal year and filter the table by that.