Power BI Matrix Download as table format published on Fabric Service

[anusha_2023]

I have a request from user on several ocassions who need Matrix data in the form of table with repeated Row values for each group For example CustomerGroupName and Customer name need to be repeated for each ProductCategory as shown in the diagram.

I cannot make this Matrix as Table since in the columns section I habe Year-Month. Is there any way to achieve this issue. I have the PowerBI report published in the Fabric environment.

Thank you for your support

[v-achippa · Accepted solution]

Hi @anusha_2023,

Thank you for reaching out to Microsoft Fabric Community.

Have you tried the approach shared by @rohit1991 ? 

By default, the Matrix visual groups row headers and doesn’t repeat values for each group. 

This can be achieved by flattening the data or creating a custom table format using DAX and Table Visual. 

By following this approach it ensures repeated row values for each product category while maintaining the dynamic nature of the data. r let us know if you need any further assistance if the issue still persists.

If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it! 

Thanks and regards,

Anjan Kumar Chippa

[v-achippa]

Hi @anusha_2023, 
As we haven’t heard back from you, we wanted to kindly follow up to check if the solution I have provided for the issue worked? or let us know if you need any further assistance?

If my response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Thank you for being a part of the Microsoft Fabric Community Forum!

Thanks and Regards,

Anjan Kumar Chippa

[rajendraongole1]

Hi @anusha_2023  - Power BI's Matrix visual is hierarchical by nature, and turning off stepped layout will generally meet your needs.This will force the Matrix to repeat row headers for each level instead of grouping them.

To achieve the desired result of repeating row values (e.g., CustomerGroupName and CustomerName) for each ProductCategory in a Matrix visual in Power BI, while keeping the Year-Month data in the columns.

Let me know , I hope this solve the issue.

[anusha_2023]

Thank you very much. I worked like golden approach. I did the same and the matrix format is formatted as table which fits perfect for Excel download.

But after downloaded as Excel fom the published report still format is different with Column headers and first Column "Customer" is still in hierarchy mode. But the good thing is with two work arounds we can perfectly reformat as table. Still Business people will not be happy for Excel reformatting for each download unfortunately. 

Is this the way we are supposed to handover or am i doing anything wrong. Thank you very much for the help.

[rohit1991]

To repeat row values in a Power BI Matrix and export as a table:

1. Flatten with DAX: Create a calculated table using:

FlattenedTable = 
SUMMARIZE(
    TableName,
    TableName[CustomerGroupName],
    TableName[CustomerName],
    TableName[ProductCategory],
    TableName[YearMonth],
    "Value", [Measure]
)

• Use Table Visual: Build a Table visual with the flattened table.

• Export: Enable "Export Data" to allow downloads in CSV/Excel format.