Forum Discussion
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:
| Company | Description | Amount | Income vs. Expense |
| A | Interest Income | $ 30,000 | Income |
| A | Interchange Income | $ 7,000 | Income |
| A | Sales Income | $ 40,000 | Income |
| A | Fee & Miscellaneous Income | $ 7,000 | Income |
| A | Processing Expense | $ (40,000) | Expenses |
| A | Rebate Costs | $ (7,000) | Expenses |
| A | Employee Costs | $ (150,000) | Expenses |
| A | Fraud Costs | $ (40,000) | Expenses |
| B | Interest Income | $ 70,000 | Income |
| B | Interchange Income | $ 3,000 | Income |
| B | Sales Income | $ 460,000 | Income |
| B | Fee & Miscellaneous Income | $ 3,000 | Income |
| B | Processing Expense | $ (20,000) | Expenses |
| B | Rebate Costs | $ (3,000) | Expenses |
| B | Employee Costs | $ (50,000) | Expenses |
| B | Fraud 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 |
Amaterasu,
Directly create a Matrix visual as below in Power BI Desktop.
Regards,
Lydia
3 Replies
Amaterasu,
Directly create a Matrix visual as below in Power BI Desktop.
Regards,
LydiaThanks. Can this be achieved using Table visual instead of Matrix visual?
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:
Company Description Amount Income vs. Expense A Interest Income $ 30,000 Income A Interchange Income $ 7,000 Income A Sales Income $ 40,000 Income A Fee & Miscellaneous Income $ 7,000 Income A Processing Expense $ (40,000) Expenses A Rebate Costs $ (7,000) Expenses A Employee Costs $ (150,000) Expenses A Fraud Costs $ (40,000) Expenses B Interest Income $ 70,000 Income B Interchange Income $ 3,000 Income B Sales Income $ 460,000 Income B Fee & Miscellaneous Income $ 3,000 Income B Processing Expense $ (20,000) Expenses B Rebate Costs $ (3,000) Expenses B Employee Costs $ (50,000) Expenses B Fraud 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
