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Amaterasu
New Member

subtotal a group in a table

Hello,

 

I am wanting to do a subtotal of two groups before taking the grand total of each. Is this possible at the moment in PowerBI? I have posted a sample data and sample of what I am wanting the table to look like. Any help will be greatly appreciated. Thank you in advance!

 

Data:

CompanyDescriptionAmountIncome vs. Expense
AInterest Income$     30,000Income
AInterchange Income$       7,000Income
ASales Income$     40,000Income
AFee & Miscellaneous Income$       7,000Income
AProcessing Expense$   (40,000)Expenses
ARebate Costs$     (7,000)Expenses
AEmployee Costs$ (150,000)Expenses
AFraud Costs$   (40,000)Expenses
BInterest Income$     70,000Income
BInterchange Income$       3,000Income
BSales Income$   460,000Income
BFee & Miscellaneous Income$       3,000Income
BProcessing Expense$   (20,000)Expenses
BRebate Costs$     (3,000)Expenses
BEmployee Costs$   (50,000)Expenses
BFraud Costs$   (10,000)Expenses

 

 

Table:

Income

Interest Income$           100,000
Interchange Income$             10,000
Sales Income$           500,000
Fee & Miscellaneous Income$             10,000
Total Income$           620,000

Expenses

Processing Expense

 

$             (60,000)

Rebate Costs$           (10,000)
Employee Costs$         (200,000)
Fraud Costs$           (50,000)
Total Expenses$         (320,000)
Net Income          300,000
1 ACCEPTED SOLUTION
Anonymous
Not applicable

@Amaterasu,

Directly create a Matrix visual as below in Power BI Desktop.

1.JPG

Regards,
Lydia

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

@Amaterasu,

Directly create a Matrix visual as below in Power BI Desktop.

1.JPG

Regards,
Lydia

Thanks. Can this be achieved using Table visual instead of Matrix visual? 

Amaterasu
New Member

Hello,

 

I am trying to build a table that will subtotal two groups before taking the net total. Is this possible in PowerBI as some of the stuff I am finding indicates it might be and others say it is not yet. I have pasted a sample of the table I am hoping for as well as some example data as well. Any help will be greatly appreciated. Thank you in advance!

 

 Data:

CompanyDescriptionAmountIncome vs. Expense
AInterest Income$     30,000Income
AInterchange Income$       7,000Income
ASales Income$     40,000Income
AFee & Miscellaneous Income$       7,000Income
AProcessing Expense$   (40,000)Expenses
ARebate Costs$     (7,000)Expenses
AEmployee Costs$ (150,000)Expenses
AFraud Costs$   (40,000)Expenses
BInterest Income$     70,000Income
BInterchange Income$       3,000Income
BSales Income$   460,000Income
BFee & Miscellaneous Income$       3,000Income
BProcessing Expense$   (20,000)Expenses
BRebate Costs$     (3,000)Expenses
BEmployee Costs$   (50,000)Expenses
BFraud Costs$   (10,000)Expenses

 

Table:

 Income

Interest Income$           100,000
Interchange Income$             10,000
Sales Income$           500,000
Fee & Miscellaneous Income$             10,000
Total Income$           620,000

Expenses

Processing Expense

 

$             (60,000)

Rebate Costs$           (10,000)
Employee Costs$         (200,000)
Fraud Costs$           (50,000)
Total Expenses$         (320,000)
Net Income$           300,000

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