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goodbyetonto
Frequent Visitor

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.Screenshot 2024-08-08 101919.png

 

 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'. 

2 ACCEPTED SOLUTIONS
hackcrr
Super User
Super User

@goodbyetonto 

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

hackcrr_0-1723153480265.png

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

hackcrr_1-1723153670432.png

 

 

Best Regards

hackcrr

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

 

View solution in original post

goodbyetonto
Frequent Visitor

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

View solution in original post

2 REPLIES 2
goodbyetonto
Frequent Visitor

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

hackcrr
Super User
Super User

@goodbyetonto 

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

hackcrr_0-1723153480265.png

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

hackcrr_1-1723153670432.png

 

 

Best Regards

hackcrr

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

 

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