Forum Discussion
Power BI Report Builder - Grouping Issue
Hi Anonymous ,
Regarding the expand/collapse functionality, you’re right that it’s available by default only when using the Matrix Wizard, but you can still enable this feature manually within your current design. To achieve this, open the Design View and select the row group (for example, your first dimension level) in the Row Groups pane. Then, go to Group Properties - Visibility. Set the Initial visibility to Hidden if you want the group to start collapsed, and under Display can be toggled by this report item, select the textbox from the parent group header that will control the expand/collapse behavior. Repeat this step for each sub-group, ensuring that every child group’s visibility is toggled by its parent’s textbox. This setup will allow hierarchical expand/collapse just like the matrix wizard provides. Also, make sure that your row groups and detail rows use the same dataset fields to maintain correct aggregations and prevent mismatched values like before. If your main requirement is simply to keep the matrix structure while ensuring interactivity, another option is to start with the Matrix Wizard, generate the layout, and then switch to Design View to customize expressions or remove unwanted totals this way, the toggling functionality remains intact. This approach gives you both correct grouping behavior and dynamic expand/collapse control without depending entirely on the wizard defaults.
hI Anonymous ,
Try these steps: In Row Groups, remove any standalone (Details) group (right-click and choose Delete Group… then Delete group only). Make sure your five groups are properly nested, with each one indented under the previous: PL_Statement_L1 - PL_Statement_L2 - Account_Global_Internal_A_Name - Global_Account_Name - Local_Account_Name.
Check Group Properties for each and confirm the Group on field is correct, adding multiple fields if you need a composite key. In header cells, use values with scope to avoid repeats, like =First(Fields!PL_Statement_L2.Value, "PL_Statement_L2"). Also, match Sorting to the fields used in Group on for each level.
Lastly, check that your dataset isn’t duplicating rows by running a SELECT DISTINCT on the five hierarchy columns or testing with a simplified query. Following these steps should fix the repeated values issue in nested matrices.
Hi v-sshirivolu
I have deleted as you suggested all Row Groups.
What do you mean by "Make sure your five groups are properly nested, with each one indented under the previous" that after deleting I should add once more Row Groups?
Hi Anonymous,
The repeated values are likely appearing because your Row Groups aren’t nested properly or your dataset has duplicate records. Since you’ve deleted the existing groups, recreate them in the correct order to reflect your hierarchy, starting with PL_Statement_L1, then PL_Statement_L2, followed by Account_Global_Internal_A_Name, Global_Account_Name, and Local_Account_Name. In the Row Groups pane, add PL_Statement_L1 as a parent group, then add each of the others as child groups under the previous one so the structure is properly indented.
After creating them, right click each group and check Group Properties to confirm the “Group on” field is set correctly. If a (Details) group still exists, delete it just the group only, not the rows ...since your lowest level already shows the detailed data. In the matrix design, align the fields correctly with the group headers, and if you see values repeating, use the First() function (like =First(Fields!PL_Statement_L2.Value, "PL_Statement_L2")) to show each value only once per group.
Finally, make sure sorting for each group matches its field, and if the issue persists, check your dataset for duplicates by running a SELECT DISTINCT query on the five hierarchy columns. Once done, preview the report and expand each level to confirm the hierarchy displays correctly without repetition.
Thanks,
hi v-sshirivolu
I have tried your suggestion and now it works! But this solution made another problem, bacause my stakeholders needs expand/collapse buttons on each level of dimenssion. As far as I found this is only available in the 'matrix wizard' - and that's why I used this at the beginning (but this made an issue with values 😅 as we discussed in the previous messages).Hi Anonymous ,
Regarding the expand/collapse functionality, you’re right that it’s available by default only when using the Matrix Wizard, but you can still enable this feature manually within your current design. To achieve this, open the Design View and select the row group (for example, your first dimension level) in the Row Groups pane. Then, go to Group Properties - Visibility. Set the Initial visibility to Hidden if you want the group to start collapsed, and under Display can be toggled by this report item, select the textbox from the parent group header that will control the expand/collapse behavior. Repeat this step for each sub-group, ensuring that every child group’s visibility is toggled by its parent’s textbox. This setup will allow hierarchical expand/collapse just like the matrix wizard provides. Also, make sure that your row groups and detail rows use the same dataset fields to maintain correct aggregations and prevent mismatched values like before. If your main requirement is simply to keep the matrix structure while ensuring interactivity, another option is to start with the Matrix Wizard, generate the layout, and then switch to Design View to customize expressions or remove unwanted totals this way, the toggling functionality remains intact. This approach gives you both correct grouping behavior and dynamic expand/collapse control without depending entirely on the wizard defaults.