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Hello all, I need the 3nd column ("Goal") in table B to display the values in table A (under the column labled "Goals"). Even when I have selected the "Goals" field, I do not see an option to not summarize the data. Any advice is appreciated.
Solved! Go to Solution.
Hi @Help_me ,
The reason your "Goal" column in Table B is displaying the same total value (75,000) for all regions, instead of the region-specific values from Table A, is because Power BI is summarizing the Goal field (by Sum, for example), rather than showing each region's individual goal.
How to Fix:
Check Data Model: Make sure there is a proper relationship between your Region/Goal table (Table A) and your main data (Table B). The "Region" column in both tables should be linked.
Remove Aggregation: In the Values section for the "Goal" field, click the dropdown (as shown in your screenshot) and select “Don’t summarize”. If “Don’t summarize” isn’t available, it usually means your "Goal" column is being treated as a numeric field without a row context (because of the relationship issue above).
Check for Relationship: If your "Goal" column still won’t display individual values, go to "Model" view and ensure you have a one-to-many relationship from the Region column in Table A to Table B. If not, create the relationship.
Hi @Help_me ,
Thanks for reaching out to the Microsoft fabric community forum.
Thanks for your prompt response
I’ve implemented the logic as discussed and have uploaded a sample PBIX file for your review. Could you please take a look and let us know if it’s working as expected, or if there’s anything that might need adjustment?
We truly appreciate your continued engagement and thank you for being an active and valued member of the community.
If you're still experiencing any challenges, please don’t hesitate to reach out we’d be more than happy to assist you further.
We look forward to hearing from you.
Best regards,
Lakshmi
The solution was implemented in Power Query based on the provided screenshot and sample data. The same result can also be achieved using DAX, provided that the data model has a proper relationship established between the two tables.
Hi @Help_me ,
The reason your "Goal" column in Table B is displaying the same total value (75,000) for all regions, instead of the region-specific values from Table A, is because Power BI is summarizing the Goal field (by Sum, for example), rather than showing each region's individual goal.
How to Fix:
Check Data Model: Make sure there is a proper relationship between your Region/Goal table (Table A) and your main data (Table B). The "Region" column in both tables should be linked.
Remove Aggregation: In the Values section for the "Goal" field, click the dropdown (as shown in your screenshot) and select “Don’t summarize”. If “Don’t summarize” isn’t available, it usually means your "Goal" column is being treated as a numeric field without a row context (because of the relationship issue above).
Check for Relationship: If your "Goal" column still won’t display individual values, go to "Model" view and ensure you have a one-to-many relationship from the Region column in Table A to Table B. If not, create the relationship.
Thank you. So I did have the 1 to many relationship active already. Only when I switched it from one-sidede to bi-directional, the visual displayed exactly what I needed.
Hi @Help_me ,
Thanks for the confirmation and for sharing the resolution. It's really helpful and much appreciated.
Best Regards,
Lakshmi
There is no option to not summarise in the matrix visual. You can acheive the same effect by making each row have only one value.
If region column from visual A and B coming from separate tables, then you can create a relationship between the two regions and summarise.