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goodbyetonto's avatar
goodbyetonto
Frequent Visitor
2 years ago
Solved

Summary rows within various row groups

Is it possible with PBI Report Builder to have summary rows per every row group? For example, I have the following row groups: Parent-Customer_Name; Child-Customer_ID; Child-Year; Child-Month; Child-Status_Name. Within the 'Customer_Name' group, there can be several different status names. I would like to create a summary row within the existing parent group (Customer_Name) for each status name. Following this summary row, I want a footer for the existing 'Customer_Name'. I am using a report that was designed in IBM Cognos as the model for this, but have not been able to replicate thus far using row groups and/or summary rows. I am including a screenshot from the report for reference. I appreciate any input on this.

 

 In this screenshot, you can see the 'Customer_Name' at the top in green, and the 'Status_Name' in blue. Moving down, you will be able to see the first summary row for the existing 'Status_Name'. Moving further down, you will see a grouping of two blue rows: the 'status_name' summary followed by the footer of the current 'Customer_Name'. 

  • goodbyetonto 

    You need to use the Matrix visual in Power BI desktop and turn on row and column subtotals. 

    You can then adjust how the matrix is ​​laid out.

     

     

    Best Regards

    hackcrr

    If I have answered your question, please mark my reply as solution and kudos to this post, thank you!

     

  • Thank you, I will implement your recommendation today and follow up accordingly. 

2 Replies

  • hackcrr's avatar
    hackcrr
    Memorable Member

    goodbyetonto 

    You need to use the Matrix visual in Power BI desktop and turn on row and column subtotals. 

    You can then adjust how the matrix is ​​laid out.

     

     

    Best Regards

    hackcrr

    If I have answered your question, please mark my reply as solution and kudos to this post, thank you!

     

  • goodbyetonto's avatar
    goodbyetonto
    Frequent Visitor

    Thank you, I will implement your recommendation today and follow up accordingly.