When building financial statements such as Profit & Loss reports in Power BI, it would be much easier and cleaner if the Matrix visual supported displaying hierarchy items below their children when expanded.
Currently, while it’s possible to place subtotals below, this approach replaces the hierarchy label with a generic “Total” label. As a result, key financial terms (e.g., Gross Profit, Operating Income, Net Income) are displayed above their related items instead of below, which does not match standard financial reporting layouts.
Proposed improvement:
Add an option in the Matrix visual to position parent (subtotal) items below their children, while retaining the original hierarchy label instead of the generic “Total.”
Benefits:
Enables creation of properly formatted Profit & Loss and other financial statements without workarounds.
Improves readability and alignment with standard accounting presentation formats.
Reduces the need for complex DAX or custom visuals just to achieve correct subtotal placement.
ToddChitt
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