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Anonymous's avatar
Anonymous
Not applicable
3 years ago

Need help building a matrix style report

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

5 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion

    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.

  • Anonymous's avatar
    Anonymous
    Not applicable

    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's avatar
      Greg_Deckler
      Icon for Community Champion rankCommunity Champion

      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's avatar
        Anonymous
        Not applicable

        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?