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Julia2023
Helper I
Helper I

Power BI Report Builder: Issue with Filtering

Hello Community,

Can someone help with Power BI Report Builder? I have a matrix with 3rows and created a flow to export a paginated report to Excel. However, when filtering by category only, instead of returning 3 products, it only shows one. Can anyone please help? Thank you. 

Excel file: 

Julia2023_0-1734599090089.png

 

Filtering by category: 

Julia2023_1-1734599131710.png

 

Matrix in Power BI Report Builder:

Julia2023_2-1734599176857.png

 

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Julia2023 ,

How did you set your matrix in Power BI Builder? When you click "Run" button, can you get the expected result in Preview page? If you can see three products under Category A1, then you can also export it with three products for this category... 

vyiruanmsft_0-1734663921160.png

vyiruanmsft_1-1734663992016.png

You can follow the steps below to create the visual and export the data as you expected, please find the details in the attachment.

1. Insert a Table

vyiruanmsft_4-1734664470097.png

2. Add Row parent group, group by Region

vyiruanmsft_2-1734664291146.png

vyiruanmsft_3-1734664432941.png

3. Find parent group in Row Groups tab, right click Add Groups-->Child Group... for [Category] and [Product] 

vyiruanmsft_5-1734664731749.png

 

4. Add the field [Sales] onto the table

vyiruanmsft_8-1734665109701.png

5. Click "Run" and export the data to excel file

vyiruanmsft_6-1734664923512.png

Export to excel fileExport to excel file

Best Regards

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @Julia2023 ,

How did you set your matrix in Power BI Builder? When you click "Run" button, can you get the expected result in Preview page? If you can see three products under Category A1, then you can also export it with three products for this category... 

vyiruanmsft_0-1734663921160.png

vyiruanmsft_1-1734663992016.png

You can follow the steps below to create the visual and export the data as you expected, please find the details in the attachment.

1. Insert a Table

vyiruanmsft_4-1734664470097.png

2. Add Row parent group, group by Region

vyiruanmsft_2-1734664291146.png

vyiruanmsft_3-1734664432941.png

3. Find parent group in Row Groups tab, right click Add Groups-->Child Group... for [Category] and [Product] 

vyiruanmsft_5-1734664731749.png

 

4. Add the field [Sales] onto the table

vyiruanmsft_8-1734665109701.png

5. Click "Run" and export the data to excel file

vyiruanmsft_6-1734664923512.png

Export to excel fileExport to excel file

Best Regards

Thank you, @Anonymous, this is amazing. Can you please advise on what you would do if you want to add quarterly sales and monthly sales analysis? Would it involve inserting new columns?

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