Need help creating visual grouping in Matrix chart

[CatEps]

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?

[Anonymous]

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.

[sean_cochran · Accepted solution]

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]

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.