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CatEps's avatar
CatEps
New Member
2 years ago
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Need help creating visual grouping in Matrix chart

I;m trying to group my Accounts into categories (see excel sheet below to get general idea of goal). I've tried to create a category column in the data input, but then it just sums the totals by category instead of treating it a a header/label for the accounts

 

Currently this is what it looks like, some accounts will be unlabled but I don't mind just assigning them a third category.

 

Any advice on how to make my visual have those indents?

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  • sean_cochran's avatar
    sean_cochran
    2 years ago

    I would do the following:

     

    1. Make sure you're using the matrix visual (looks like you're using a standard table?)
    2. Add the "category" column as a row in the matrix
    3. Add the "accounts" column as the second row in the matrix (under "category")
    4. Add your measure/value to the "Values" are of the matrix chart
    5. Expand out the "category" column using the "+" signs next to each category in the actual visual
    6. Switch off "row subtotals" in the visual format settings for the matrix chart

    This should get you close if I understand your problem. As a quick note, providing a sample file or at least some data helps with troubleshooting - makes it much easier to understand the issue and communciate about a solution.

3 Replies

  • sean_cochran's avatar
    sean_cochran
    Resolver I
    2 years ago

    I would do the following:

     

    1. Make sure you're using the matrix visual (looks like you're using a standard table?)
    2. Add the "category" column as a row in the matrix
    3. Add the "accounts" column as the second row in the matrix (under "category")
    4. Add your measure/value to the "Values" are of the matrix chart
    5. Expand out the "category" column using the "+" signs next to each category in the actual visual
    6. Switch off "row subtotals" in the visual format settings for the matrix chart

    This should get you close if I understand your problem. As a quick note, providing a sample file or at least some data helps with troubleshooting - makes it much easier to understand the issue and communciate about a solution.

    • CatEps's avatar
      CatEps
      New Member
      2 years ago

      This was it! I was using a company template so it had the +/- icons turned off which is why I reached a standstill. Now that I've found that setting everything else falls into place. Much appreciated, will try to include files in the future.

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi CatEps ,
    As sean_cochran  said, you can provide more details with your desired out put and pbix file without privacy information. However I tried to create an example and you can follow the steps below:
    1.Create a measure

     

    total = 
CALCULATE (
    SUM ( 'Table'[Value] ),
    FILTER ( ALL ( 'Table' ), 'Table'[Name] = SELECTEDVALUE ( 'Table'[Name] ) )
)

     

     

    Final output:

     

    How to Get Your Question Answered Quickly - Microsoft Fabric Community

    If it does not help, please provide more details with your desired out put and pbix file without privacy information.

     

    Best Regards,

    Ada Wang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.