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 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.