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nicanica07's avatar
nicanica07
Frequent Visitor
1 year ago
Solved

PBI table visualization with unique Order IDs from one table and concatenated Items from another tab

Hello, I am transitioning a super simple table visualization from Tableau to PBI and have a lot of challenges. In Tablea it's a few seconds drag and drop and voila - I have the end result, whereas I have not been able to achieve the same result with PBI even after spending a few hours.

I have two tables. Table1 with unique Order IDs and other relevant data and Table 2 with Order IDs from Table 1, addresses and items. One order can have multiple shipment addresses. And each address can have multiple items. It's 1 to many relationship: 1 Order ID from Table1 can have multiple Order IDs in Table2.

 

Table1

 

 

Table2

 

My desired PBI visualization with unique Order IDs and other columns from Table 1 with concatenated Address, Items and Prices from Table 2 grouped by Address :

 

 

How can I achieve this in PBI? Thank you!

  • You cannot build nested layouts like that with Power BI Desktop (at least not with the default visuals).

    Paginated reports can do your layout as-is, https://learn.microsoft.com/en-us/power-bi/paginated-reports/report-design/nested-data-regions-report-builder.

    It is not easy as Tableau, agreed!

    Similar layout but not same: Out of curiousity, did you try this using matrix ?
    1) Assuming you have the relation between header and detail table using order id.

    2) Drag a matrix layout and add all the fields in the Rows (and not in columns and not in values)

     

     

    3) Adjust the settings:

     

     

    4) Expand to the lowest level:   in the matrix visual: 

     

    Sample output

     

    and adjust the borders per your needs:

     


    Hope it helps!

3 Replies

  • You cannot build nested layouts like that with Power BI Desktop (at least not with the default visuals).

    Paginated reports can do your layout as-is, https://learn.microsoft.com/en-us/power-bi/paginated-reports/report-design/nested-data-regions-report-builder.

    It is not easy as Tableau, agreed!

    Similar layout but not same: Out of curiousity, did you try this using matrix ?
    1) Assuming you have the relation between header and detail table using order id.

    2) Drag a matrix layout and add all the fields in the Rows (and not in columns and not in values)

     

     

    3) Adjust the settings:

     

     

    4) Expand to the lowest level:   in the matrix visual: 

     

    Sample output

     

    and adjust the borders per your needs:

     


    Hope it helps!

    • nicanica07's avatar
      nicanica07
      Frequent Visitor

      Thank you so much for taking the time to respond. I had built a matrix but didn't know you could remove the row header icons "+/-". I have also used CONCATENATEX to merge values but this is much faster. Really appreciate the help!