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jasonyeung87
Helper V
Helper V

switch between summarize and detail rows

Hi,

 

In Salesforce, we can create a tabular report and add a button which can toggle between showing the details and summary of the data. For example, in the screenshot below, I'm showing the details of my notes for a given project:

details.JPG

It shows the 7 notes I added to this project. (I've masked out the notes, but there are 7 records). At the bottom is a link named "Detail Rows", which when clicked, removes the 6 columns and replaces it with 1 column that shows the record count:

summary.JPG

 

I can toggle back and forth between the 2. I was wondering if I can do something similar in Power BI? I tried the Matrix visualization and although I can use the drilldown feature, I couldn't get the record count.

 

Jason

 

3 REPLIES 3
lbendlin
Super User
Super User

Add a measure to the matrix visual that counts your rows.

Hi @lbendlin ,

 

I was able to add a column with a measure that counts the number of rows. I was wondering whether I can add a button in the Power BI report that toggles between displaying the row count and the details of each row?

 

The "Detail Rows" button in Salesforce does this and I can't find something similar to it. The only thing I found were to create a tooltip that when you hover over the count a tooltop displays the details. But I can't pin the tooltip so that the details display is persistant (e.g. it disappears when I no longer mouse over the count).

 

Jason

 

You can do this in Power BI by using the +/- icons for matrix visual rows (or use the hierarchy navigation icons).  You can also use ISINSCOPE to calculate both values from a single measure.

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