Forum Discussion

Heena_9980400's avatar
Heena_9980400
Helper IV
2 months ago
Solved

Need help on matrix visual

Hi Team,

I’m trying to migrate this report from Cognos to Power BI and need suggestions on how to design the same layout shown in the screenshot using a Matrix visual in Power BI.

Please suggest the best approach for handling the grouped headers and overall report structure efficiently.

 

 

  • Hi Heena_9980400,

     

    You can recreate this Cognos-style layout in Power BI using a Matrix visual with multi-level column hierarchies and DAX measures. Configure grouped headers by adding nested fields in the Columns section, and use formatting options like Stepped Layout Off, subtotals, and grid styling for a tabular appearance.

    If the report requires highly customized merged headers or pixel-perfect formatting, consider using Paginated Reports or custom visuals like Inforiver or Deneb for better flexibility.

     

    Thank you.

  • You can use Power BI field parameters. You can define the headers within the field parameters.  use it in the Matrix as a value


    HeaderSelector = {
    ("Value Stream", NAMEOF('YourTable'[Value Stream]), 0),
    ("Parent Business Code", NAMEOF('YourTable'[Parent Business Code]), 1),
    ("Parent Business Name", NAMEOF('YourTable'[Parent Business Name]), 2),
    ("Pay to Business Code", NAMEOF('YourTable'[Pay to Business Code]), 3),
    ("Pay to Business Name", NAMEOF('YourTable'[Pay to Business Name]), 4),
    ("Pay to Country", NAMEOF('YourTable'[Pay to Country]), 5),
    ("Terms Of Payment Code", NAMEOF('YourTable'[Terms Of Payment Code]), 6),
    ("Terms of Payment Desc", NAMEOF('YourTable'[Terms of Payment Desc]), 7),
    ("Discount %", NAMEOF('YourTable'[Discount %]), 8),
    ("Days", NAMEOF('YourTable'[Days]), 9),
    ("OPACC (13%)", NAMEOF('YourTable'[OPACC (13%)]), 10),
    ("12 Months Total Spend", NAMEOF('YourTable'[12 Months Total Spend]), 11),
    ("12M Potential OPACC", NAMEOF('YourTable'[12M Potential OPACC]), 12)
    }
    Example of a similar case

     

4 Replies

  • Eric_jSosa's avatar
    Eric_jSosa
    Frequent Visitor

    You can use Power BI field parameters. You can define the headers within the field parameters.  use it in the Matrix as a value


    HeaderSelector = {
    ("Value Stream", NAMEOF('YourTable'[Value Stream]), 0),
    ("Parent Business Code", NAMEOF('YourTable'[Parent Business Code]), 1),
    ("Parent Business Name", NAMEOF('YourTable'[Parent Business Name]), 2),
    ("Pay to Business Code", NAMEOF('YourTable'[Pay to Business Code]), 3),
    ("Pay to Business Name", NAMEOF('YourTable'[Pay to Business Name]), 4),
    ("Pay to Country", NAMEOF('YourTable'[Pay to Country]), 5),
    ("Terms Of Payment Code", NAMEOF('YourTable'[Terms Of Payment Code]), 6),
    ("Terms of Payment Desc", NAMEOF('YourTable'[Terms of Payment Desc]), 7),
    ("Discount %", NAMEOF('YourTable'[Discount %]), 8),
    ("Days", NAMEOF('YourTable'[Days]), 9),
    ("OPACC (13%)", NAMEOF('YourTable'[OPACC (13%)]), 10),
    ("12 Months Total Spend", NAMEOF('YourTable'[12 Months Total Spend]), 11),
    ("12M Potential OPACC", NAMEOF('YourTable'[12M Potential OPACC]), 12)
    }
    Example of a similar case

     

  • v-sgandrathi's avatar
    v-sgandrathi
    Community Support

    Hi Heena_9980400,

     

    You can recreate this Cognos-style layout in Power BI using a Matrix visual with multi-level column hierarchies and DAX measures. Configure grouped headers by adding nested fields in the Columns section, and use formatting options like Stepped Layout Off, subtotals, and grid styling for a tabular appearance.

    If the report requires highly customized merged headers or pixel-perfect formatting, consider using Paginated Reports or custom visuals like Inforiver or Deneb for better flexibility.

     

    Thank you.

  • v-sgandrathi's avatar
    v-sgandrathi
    Community Support

    Hi Heena_9980400,

     

    I wanted to follow up on our previous suggestions regarding the issue. We would love to hear back from you to ensure we can assist you further.

     

    Thank you.

  • v-sgandrathi's avatar
    v-sgandrathi
    Community Support

    Hi Heena_9980400,

     

    Following up to check whether you got a chance to review the suggestions given. If the issue still persists please let us know. Glad to help. 

     

    Thank you.