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gmasta1129's avatar
gmasta1129
Resolver I
8 months ago
Solved

Subtotals in Matrix

  I have 3 columns under the "Values" category of a Matrix.   I want the Debit and Credit values to show a subtotal but the Balance value should not show a subtotal.  I fixed this issue by choosin...
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  • Amar_Kumar's avatar
    Amar_Kumar
    8 months ago

    gmasta1129  No, Power BI does not support per-value subtotal control in a Matrix.

    If subtotals are enabled, all values get subtotals. Formatting tricks only hide them visually and will always export to Excel.

    What works (real solutions):

    Option 1: Use a measure that returns BLANK() at subtotal level
    This is the only proper fix.

    Balance (no subtotal) =
    IF(
    ISINSCOPE(YourRowField),
    [Balance],
    BLANK()
    )

    Use this measure instead of the original Balance measure in the Matrix.

    This hides the subtotal logically, not visually, so it will not appear in Excel export.

    Option 2: Split visuals

    • One Matrix for Debit and Credit (with subtotals)

    • One Matrix for Balance (no subtotals)

    Option 3: Disable subtotals entirely
    Not useful here, but included for completeness.

    Why formatting does not work:

    • Formatting only affects rendering

    • Export uses raw values

    • Subtotals are still calculated

Amar_Kumar's avatar
Amar_Kumar
Super User
8 months ago

gmasta1129  No, Power BI does not support per-value subtotal control in a Matrix.

If subtotals are enabled, all values get subtotals. Formatting tricks only hide them visually and will always export to Excel.

What works (real solutions):

Option 1: Use a measure that returns BLANK() at subtotal level
This is the only proper fix.

Balance (no subtotal) =
IF(
ISINSCOPE(YourRowField),
[Balance],
BLANK()
)

Use this measure instead of the original Balance measure in the Matrix.

This hides the subtotal logically, not visually, so it will not appear in Excel export.

Option 2: Split visuals

  • One Matrix for Debit and Credit (with subtotals)

  • One Matrix for Balance (no subtotals)

Option 3: Disable subtotals entirely
Not useful here, but included for completeness.

Why formatting does not work:

  • Formatting only affects rendering

  • Export uses raw values

  • Subtotals are still calculated