Forum Discussion
Export Matrix without Totals using a Theme file
Our organization has implemented Ad-hoc reporting templates using personalization. When the user comes to power they receive a blank template with a default visual in table format. Our users have the ability to change the table to matrix using personalization but hey do not have the ability to format the visual in service. By default the matrix visual includes subtotals on at levels on rows and totals on columns.
We have several users complaining that there are too many subtotals and makes the data difficult to work with once in excel. Currently my theme file does remove subtotals on the matrix visual when displaying the report in service. However if the user exports the matrix to excel subtotals appear.
I am trying to understand why the export is adding subtotals when they are not present on the screen. I also want to know if there is anything I can do with a theme file to prevent the subtotals on export.
It might be easier to provide the users with a pre-tensioned version of the matrix visual (with the subtotals removed)
You are right, the "Personalize Visual" option is great but it has limited formatting options. I hope they increase that functionality, it has been great so far to give report users the freedom to get insights on the fly.
Wonder what will happen if you switch from Matrix to table and back to matrix - will the subtotals then show?
As an alternative solution we have bookmarks to switch from table to matrix visual pre-configured to have subtotals turned off. Testing with switching out the visual has gone well. BUt you bring up a good point as to what will happen if I just change the table to matrix without using the bookmark.
I am trying to use theme file because today it is the matrix visual, tomorrow it could be the pie-chart or bar graph we want to put some controls around. Updating a theme is much easier than having to update a lot of reports with bookmarks.The part I cannot get my head around is why the matrix on the screen and what is exported are not the same. However if I have a preconfigured matrix with subtotals off the export is fine, no subtotals. Both reports look the same on the screen and in subtotal configuration on the matrix itself.
I am also currently facing the same issue when exporting a Power BI Service matrix visual (without subtotals) to Excel. After exporting, the matrix subtotals appear in Excel, which I am trying to prevent.
Can someone provide a quick solution for this?
