When you click + on Q1, we can see the results for Jan, Feb, Mar and Q1.Which one use Custom visual.

[srinudatanalyst]

When you click + on Q1, we can see the results for January, February, March and Q1. What should be used for custom visuals in the matrix visual? There should be a + button. I want to do it without drilldown and hierarchy.

This is sample data.

Thanks and regards

Gopi.

[v-sshirivolu · Accepted solution]

Hi @srinudatanalyst ,
Thanks for reaching out to the Microsoft fabric community forum.

Power BI’s default matrix expands with drill-down, but you want that expanding effect without drill-down or hierarchy. We’ll use bookmarks and buttons to toggle between Quarter view and Month view.

1. Prepare your data/model

Make sure your date table has columns for Year, Quarter, and Month.
Your data model should have a relationship between the date table and your fact table.

 2. Create two matrix visuals:

Matrix 1: Shows data aggregated by Quarter (e.g., Q1, Q2).
Matrix 2: Shows data by Month (Jan, Feb, Mar) filtered for Q1 only.

3. Place both matrices on the report page

Place them on top of each other or place side by side.
Initially, Matrix 1 (Quarter view) is visible.
Hide Matrix 2 (Month view) by setting its visibility off (using Selection Pane).

4. Create two bookmarks

Open the Selection Pane (View > Selection).

Open the Bookmarks Pane (View > Bookmarks).

Bookmark 1: Quarter view

Make only Matrix 1 visible.
Hide Matrix 2.
Add bookmark and name it QuarterView.
Make sure to uncheck "Data" and only keep "Display" checked.

Bookmark 2: Month view

Hide Matrix 1.
Show Matrix 2 (filtered for Q1 months).
Add bookmark and name it MonthView.
Again, uncheck "Data" and keep only "Display" checked.

5. Add buttons to toggle between views

Insert > Buttons > Blank (or use a "+" icon button).

Place this button near Q1 in Matrix 1 for expanding.

In the button’s **Action** settings:

Turn Action on.
Type: Bookmark.
Bookmark: MonthView.

Similarly, add a button (like a "−" icon) near Month Matrix to go back to Quarter view.

Set its action to bookmark: QuarterView.

6. Filter Month Matrix for Q1 months only

Add a filter or slicer for the Month matrix visual that shows Jan, Feb, Mar only.
You can use a measure or visual-level filter like Quarter = Q1 to restrict this matrix to only Q1 months.

7. Test your solution

Click the "+" button near Q1 — the view should switch to Month Matrix showing Jan, Feb, Mar.
Click the "−" button to go back to Quarter Matrix.

Find attached Pbix file for your reference.

If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it

Best Regards,
Sreeteja.
Community Support Team 

[v-sshirivolu]

Hi  @srinudatanalyst ,
Just wanted to check if you had the opportunity to review the suggestion provided?

If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it.

Thank you.

[v-sshirivolu]

Hi @srinudatanalyst  ,
May I ask if you have resolved this issue? If so, please mark the helpful reply and Accept it as the solutionand give a 'Kudos'. This will be helpful for other community members who have similar problems to solve it faster.

[v-sshirivolu]

Hi @srinudatanalyst  ,
May I ask if you have resolved this issue? If so, please mark the helpful reply and Accept it as the solutionand give a 'Kudos'. This will be helpful for other community members who have similar problems to solve it faster.

[freginier]

You can enhance the appearance of the drilled-down data using conditional formatting within the standard Matrix visual. Does that help you ?