6:51 Show in columns has been save my life several times. On my experience, Excel Finance user and some Sales People love to have table in that way. It works / looks fine if you have few categories-few rows, so if give you a quick overview about how the month is going on and adding a KPI/conditional formatting provides a quick look of it's red or green. It is more like a manual table created on a spreadsheet where each value is in cell (C2) and below the other one (C3) and so on. Sometimes I used to save space on the canvas. Having columns "unpivoted" give more space to the right save of the visualization
I had the same experience working for a customer. Measures on rows, and actual, goal, prior year, changes,... values on columns. To finally have like a KPI matrix and being able to have an overview.
Ruth, there are a lot of great tips here but one of the simplest is also a real time-saver: searching for all text and alignment fields at once. Many thanks for sharing your advice across so many excellent videos.
Hi Ruth, Thank you so much for your video. I have been looking for the function of showing values as rows for several days. Your video saved me a lot of time!!!
Is there a way to torn off the sorting option on the column? i have tried this but it just wont go away. i need to load my row values in a certain order but it keeps sorting it. is there any way around this? i m missing ssrs so much after this problem. 😊
Dear Ruth, there are two things that are still bothering me in a matrix, maybe you have a solution for it as well: 1. is there a way to sort the columns headers (e.g. from left to right) based on the column totals (not column names)? 2. if in a martix in the column area you have e.g. years (2017, 2018, 2019) and value sales and unit sales, the first layer of the column headers is a year and then all values below. Is it possible to reverse it (like in pivot tables in Excel) that first you have e.g. value sales (and years below) and unit sales (and years below)? I can't seem to find that option. I would really appreciate some tips on it. Many thanks in advance! :-)
Thanks for your video. Is there any way to show group headers, then a specific measure for those groups and add then a further group and measures? I can do this in reporting services, but I am not able to find a way in Power BI.
Thanks Ruth. I am putting a date hierarchy in the columns and it returns 0 in unselected dates. The column header still appears for the dates u selected in the filter but with no values. How can I hide those date columns ?
Thanks Ruth, very useful for me . I have a question... In a matrix, there are 5 rows like sales, sales visit, sales prospect, sales order... i want to collapse these 4 sales into 1sales row (only sales)? Plz help....
Thanks for the video. Is it possible to change the subtotal labels as dynamic. Currently there is no option to change subtotal labels to dynamic based on the values?
when you resize the container (Matrix or Table) to a smaller size it shows a horizontal and vertical bar. Is there a way to remove the bars or switch the sides its on? I am during image link with a picture. Using it as a tooltip
Really wanted to say that your videos are really entertaining while also being informative. I come home from work working with Power BI all day (I am blessed, this is almost a hobby) and to relax I put on some of your videos :) definitely makes it easier to learn - and everything is told in plain English that is easily understandable. In return I try to support with a comment and a like wherever I can! :)
Thanks for the video, I have a question, what if I want to visualize all the columns always regardless of the filters or content... i.e. Sales for all months including when there were 0 on months.
I have referenced this SO MANY times - a lot of it for the same thing over & over because for some reason I just cannot remember how to do the "step out"! Thanks so much :)
@@CurbalEN Hi, I got a way in restricting that too by using is not filtered and first non blank. Now my report is efficient not messed up. The only think is, all the values in the matrix has to be written in measure and use switch dax to fall in correct places. Now we dont need paginated report builder unless required.
Hi Ruth, Thanks for the video! I have a question in matrix visual which I am still trying to solve. I want to display zeros in blank cells on a matrix but I can't find way to do that
Hello, I have an array from azure stream job analytics. Is it possible to plot the array if I have two arrays one for the value axis and one for the time axis? Thank you
Is it possible to sort the second column of matrix. For example i have sorted the first column desc and I have to sort the second column also as desc. Is it possible to do with Matrix viz?
Great video! However I'm still figuring out how to create a profit and loss statement with a matrix visual. Especially how to enforce a fixed layout and custom subtotals are tricky. Anone some good suggestions how to start?
Unfortunatelly Power BI does not offer adeqate solution (Huge disadvantage!!!). You can try for example to prepare separate measure for each line of P&L and then use "Values show on rows" option in matrix. Check also: th-cam.com/video/lzYaveNRcQU/w-d-xo.html
Loved the tips thank you Ruth. I notice that the YOY 178% never was centered. I am having problems finding out how to center my Totals on the row and column
Is it possible to use a customize color in the columns headers depending of the value? I have a matrix where the columns are the different customers and I would like to use a different column header color for every customer...HELP
Hey Ruth! What if I have a matrix with 5 measures and I want to display the name of the measures as rows, and for columns I just have days of the month (from my calendar table). If I put it in a matrix I get the measures in columns for each day so in rows I don´t have anything to put How could I solve this?
Is there a way to specify the rows headings? For example I would like to show parts per hour, but I want the first hour row to start at 7. Since we run 24 hrs. from 7 am to 7 am.
Hi - is it possible to create a custom column with that can have cells which are manually editable? e.g. a comments column where I can add my own text to each cell. Thanks
I have a matrix that is sorting automatically by totals, I need to sort it when clicking on one of the column headers, I cant find the solution for it. Thanks
Hi Great tips. I have a matrix table with calendar dates in column. So when i filter out the month the row also filters which have empty values for the date. But i need the Row data not to be filtered. Please help. FYI the row data is from another table.
hi is there a way to represent 2 table with different data in a clustered bar chart individually base on selected table. Basically if i select table1 result would show in clustered chart if i sleect table 2 it would show result in clustered bar chart
Hello ! I have a matrix where lines are classified by 3 categories. Each of these categories can be drilled down... I would like to format, only, the backgroung of these 3 categories. Is it possible ? Thank you
Hi there!! I figure you guys will know this one for sure!! I have a matrix visual and want to add a series of true/false data columns to it. Unfortunately, data with a data type of "True/False" displays as an INT and is giving me a "Count of {fieldname}" in the data options rather than a "not summarized" option for the True or False column when used in a Matrix visual. All I get is a value of "1" for every true/false column in the matrix. I know you guys will know a workaround!!! I am using the April 20224 version of PowerBI. Thanks!
I just created calculated columns and set them to either "true" or "false" based on whatever the original column value was and then used those calculated columns in the matrix instead. Works fine but maybe there is a better way to do this so that no additional columns need to be created....
Hi, I want to have calendarized view in the matrix ( Jan, Feb....Dec, Q1...Q4, H1,H2,FY) with volume sum as values for different brand in rows. Can you please, suggest on achieving this? Currently made a Duration Table (Col1: Num:1,2,3..... Col2: Duration: Jan, Feb..Q1...FY) & mapped this col1 with my main table Month column having (month:1,2,3.....12) I am using the col2 in columns of matrix & brand column from main table. when only column2 is applied all the calendarized columns show from Jan....FY but the moment I add brand values in matrix rows it is only from Jan...Dec. Please, help me resolve this if there's any way
Big Thank You Ruth :) you have cleared all my confusion related to Matrix Visual specially +/- & Step Layout. I have one question on matrix ,can we achieve slicer to highlight values instead of filter in matrix.
Hi Ruth, I need your suggestion for how to approach to create this report Scenario: I want to build something like a quick YOY comparison to identify the Sales gap of a client (Slicer) between last year vs Current year by Month by product Example: Last yr a Client bought 10 products Worth $1,20,000 in July Current situation is CY($70,000) - LY($1,20,000) = $-50,000 (which is easy to calculate) Now I want to build a dashboard which can dig deeper and can identify the reasons of the GAP. There can be 5 reasons for GAP 1) Few products didn't get sold this year (Cancel) 2) Few products got sold before July (Early Renewal) 3) Few products got Postponed (Late Renewal) 4) Products booked with less value (Discount) 5) New product Sold this year (New) I have been doing this evaluation manually But is there a way if I can click a client of a slicer, it can show me the above 5 reasons...
Hi Ruth, is this possible? In power bi, i created a matrix visual with rows division, group, category, class, subclass and brand, now I have a supplier slicer, now I want that once I filter a certain supplier, I want the division, group, category, class, subclass to be filtered only for those that has that supplier but I want to show all the brands from the filtered division, group, categories, class and subclass whether those brand is from the supplier or not. The name of the table is 'item Details'. The matrix visual to be used is only 1.
Hi Ruth, How did u make the PY sales column? When i try this with SAMEPERIODLASTYEAR, it only shows me the total py, but not for the categories themselves.
Thanks Ruth. Do you know if there is a way of conditionally formatting row headers in a Matrix? I have a matrix with sales per employee and need to conditionally highlight (change background color ) for an entire row (row header and values) for new employees. I can do that in the values but I don't know how to do it in the row headers so that the entire line has the same background color
Ricardo Thomas that isn‘t possible, but you can vote for this on the Power BI feedback page. This is really difficult to explain to users, especially as it is a Microsoft tool. But maybe they will „fix“ it sometime.
Hi Ruth, It's really appreciate of sharing knowledge on matrix , it's really complex. I have to cross a scenario like we have -/+ icon enable for row wise right, is there a way to have in column like you shown three columns right in that we will show only percentage by expanding we need to see the sales and one more column value you shown in video?
Hi! It is possible to hide rows in blank in a Matrix? I mean, every row is a measure which is repeteated by categories. I would like to hide or dont show the row " Sales" for Store A because is blank. BUt sales in Store B have values so I want to see them. Ihave already tried with "dont show elements in blank" and doesnt work. Maybe in DAX? I will appreciate any help :)
I'm working in Power BI Desktop and have a matrix where I display months as rows with various measures underneath each month, instead of in columns. I want to show a specific measure only in the total row and not in each monthly row. Currently, this measure appears in every month as blank (or as a dash if I use a placeholder), but I’d prefer it to be visible only in the total row for the selected period. I've tried using DAX to make the measure return BLANK() in each month’s row, but the matrix still shows an empty row for that measure under each month. I’m looking for a way to make the measure appear exclusively in the total row, while fully hiding it from each monthly row. If anyone has insights or a solution to achieve this, I would really appreciate the help! Thank you!
hey this explains very well ,though is there a way in Matrix to show the Meaure only in the column Total and not in Values ? For example My column in the matrix is Week 1,2,3 ,4 and Values i have Sales , forecast, stock in hand - i just want to show Sales and Forecast and SOH as my column total at the end of 4 Weeks? How can i acheive that ?
I have one question. When my columns number is dynamic and based on filter selection, sometimes i will have 2 columns and sometimes 10. When I have 10 columns, I scroll the bar to see remaining columns, but scrolling only move Column headers and values but the section of row headers stay frozen, is it a way to unfreeze it and make it move with scroll bar?
Nice video thanks,.. but your "Auto-size column width" doesnt really matter. If you put in another filter on your page,.. like for example years where user can choose and your matrix adapts to those changes... the column widths will be updated. I did not find any solution to this, do you have one?
Hi Ruth, How can we create Row based conditional formatting in a Matrix visualization where condition must apply Row by Row, not on whole Matrix. For example Row 1 can contain 100, 120, 135, 180, then here 180 is Max value for Row 1 but it could not be max for the whole Matrix. How can we present this Row based conditional formatting in a Matrix using background color, Can you please let us know the steps or any Dax with example. Thanks in Advance. Avinash
Hey Ruth .. I have a question that can we format row header on expanding or collapsing? Like-- when I expand categories in row header to next level then it would change to some other text. For example -- I want to expand Alice mutton to the next level and change row header as "AM". Is this possible in matrix visuals? if yes, then how can I implement this? Thanks
My question is related to conditional formating : can we change icon colors of values section in matrix based on another field(the colors are not based on value but another column)
Thank you Curbal, I really thank for great content, your videos are helps a lot. May I know the approch how can we change the font to the specific column vales in matrix.thanks
Hey Ruth , love this. Just this week I developed a report using a Matrix and some clever tooltips to display covid patients /wards they are on and then on tooltip display all patients who shared a space with them on each date as they go from positive/negative etc. It looks amazing and really shocked me how much you can squeeze out of BI and matrixs in particular.
Great Tips and Tricks always from Ruth !! Weekend started with some new learning ! Could you please share the direct link to download this session file .I went to download center to see this file but unable to find it !!
I have a question: if I have multiple measure in the values field and Months on the columns field, how can I format the matrix so that I have the measure names shown before the months on the columns. Currently I have per month (as a block) with all the measures shown, which I don't want
Thanks Ruth for sharing your knowledge !! Is it possible in the same matrix have the grand total for considering the filtered rows AND the grand total without considering the filtered rows like the option in excel classical pivot? Thank you in advance!!!
Is there option to move the row total from left end to right side just after the row headers..(similar to moving column total from top / bottom) Scenario : sales by customer over a year , each month in 1 column)
Thank you for the tips! Is there a way to set up standard default settings in Power BI? If there aren't, there should be. It would save a lot of time to select a carryforward default and not have to change settings every time.
i have a matrix that has 365 days as rows and 96 columns( quartile of hours). And the data are machine data for every quartile hour for the entire year. Although Matrix fits this data, it does'nt display it all. we need to manally scroll horizontally and vertically. How do I fit this big of a dataset in matrix visual.
Hello Ruth, As always very informative video. Thanks a lot. Is it possible to have row subtotal as average and column subtotal still be a total or sum?
I wish there was a 'column width' cell within Format where I could add the size in pixels. If I have several columns in a matrix and i want to set them equally I have to do it manually and it is just guesstimation.
Hello Ruth, Thank you for this wonderful presentation! Can you please tell how to rearrange rows and columns as per our convenience. E.g.: I want to move a column to the left or right or a row to the top or bottom. Could you please tell how to do this. Thanks in advance!
Cant we use two rows in a matrix without drill down? I have concatenated the two columns to be used as row but client want them as separate. Any trick/solution?
Ragnar Eiriksson got it thanks. And can i compare one row in a column with another row and if they have same value then return 1 or calculate the same number of rows
I am using power bi desktop without any logins but i can't see +/- on rows. Is it something only for Pro/premium licenced people? it's not available in free version
Thanks for sharing this information. it was helpful. I have a question related to sorting Columns. "Suppose we have 4 columns (A, B, C, D) then they are sorted by default alphabetically. What if I want Column C to always displayed 1st, then A, B and D in any order?" please let me know about it. Thanks.
"Show columns on rows" was a big time life saviour for me! Thanks a ton Ruth! 🔥
Yey!!
/Ruth
@@CurbalEN Really Ruth... It was a big time life saviour..thanks for these wonderful videos 😃😃
Yey!! 🥳🥳
Yes true... Thanks a ton.
6:51 Show in columns has been save my life several times.
On my experience, Excel Finance user and some Sales People love to have table in that way. It works / looks fine if you have few categories-few rows, so if give you a quick overview about how the month is going on and adding a KPI/conditional formatting provides a quick look of it's red or green. It is more like a manual table created on a spreadsheet where each value is in cell (C2) and below the other one (C3) and so on. Sometimes I used to save space on the canvas. Having columns "unpivoted" give more space to the right save of the visualization
Thanks for sharing !!
I had the same experience working for a customer. Measures on rows, and actual, goal, prior year, changes,... values on columns. To finally have like a KPI matrix and being able to have an overview.
Ruth, there are a lot of great tips here but one of the simplest is also a real time-saver: searching for all text and alignment fields at once. Many thanks for sharing your advice across so many excellent videos.
And thanks for your feedback !
Hi Ruth, Thank you so much for your video. I have been looking for the function of showing values as rows for several days. Your video saved me a lot of time!!!
Music to my ears!!
Is there a way to torn off the sorting option on the column? i have tried this but it just wont go away. i need to load my row values in a certain order but it keeps sorting it. is there any way around this? i m missing ssrs so much after this problem. 😊
Great summary. I didn't you could enter text and find all the options containing that text. A big time saver! Thanks toda muchas gracias, tack!
Yes, and you can do that with any visual property!!
Dear Ruth, there are two things that are still bothering me in a matrix, maybe you have a solution for it as well:
1. is there a way to sort the columns headers (e.g. from left to right) based on the column totals (not column names)?
2. if in a martix in the column area you have e.g. years (2017, 2018, 2019) and value sales and unit sales, the first layer of the column headers is a year and then all values below. Is it possible to reverse it (like in pivot tables in Excel) that first you have e.g. value sales (and years below) and unit sales (and years below)? I can't seem to find that option.
I would really appreciate some tips on it. Many thanks in advance! :-)
Thanks for your video. Is there any way to show group headers, then a specific measure for those groups and add then a further group and measures? I can do this in reporting services, but I am not able to find a way in Power BI.
Thank you for tips, Is there anyway I can show the Matrices without scroll bar, just break the table and show side by side?
After searching for a property, you can also reset the Format settings by clearing the Search box or clicking on Fields tab and back on Format tab.
11:30 Is it also possible to change the formatting (conditional formatting) of "CategoryName"? So Rows?
Thanks Ruth. I am putting a date hierarchy in the columns and it returns 0 in unselected dates. The column header still appears for the dates u selected in the filter but with no values. How can I hide those date columns ?
Thanks Ruth, very useful for me . I have a question... In a matrix, there are 5 rows like sales, sales visit, sales prospect, sales order... i want to collapse these 4 sales into 1sales row (only sales)? Plz help....
Thanks for the video. Is it possible to change the subtotal labels as dynamic. Currently there is no option to change subtotal labels to dynamic based on the values?
Is there any way to drill down for rows as well as columns together
when you resize the container (Matrix or Table) to a smaller size it shows a horizontal and vertical bar. Is there a way to remove the bars or switch the sides its on? I am during image link with a picture. Using it as a tooltip
Really wanted to say that your videos are really entertaining while also being informative. I come home from work working with Power BI all day (I am blessed, this is almost a hobby) and to relax I put on some of your videos :) definitely makes it easier to learn - and everything is told in plain English that is easily understandable. In return I try to support with a comment and a like wherever I can! :)
An honor to be your wing (wo)man ;)
And thanks for the support, it does make a difference!
100 % agree with your words..Million Thanks Curbal
Thanks for the video, I have a question, what if I want to visualize all the columns always regardless of the filters or content... i.e. Sales for all months including when there were 0 on months.
Hi Ruth, Is there any way we could change Column order? Thanks for your tips.
Hi Ruth, Is there a way to disable sort by headers option for matrix visual
The only wat to do that is to rebuild the matrix :(
I have referenced this SO MANY times - a lot of it for the same thing over & over because for some reason I just cannot remember how to do the "step out"!
Thanks so much :)
I do the same 😂
Hi Ruth, is it possible to stop drilldown for particular row, say like net profit in PNL report.
I don’t think so, it is all or nothing
@@CurbalEN Hi, I got a way in restricting that too by using is not filtered and first non blank. Now my report is efficient not messed up.
The only think is, all the values in the matrix has to be written in measure and use switch dax to fall in correct places.
Now we dont need paginated report builder unless required.
Hi, If i want my matrix scrolling it start from right, is there any way i can do that ?
Hi Ruth,
Thanks for the video!
I have a question in matrix visual which I am still trying to solve.
I want to display zeros in blank cells on a matrix but I can't find way to do that
Hello, I have an array from azure stream job analytics. Is it possible to plot the array if I have two arrays one for the value axis and one for the time axis? Thank you
Show on rows will move all columns to rows but is it possible to move specific colmun to row?
Thank you so much! Keep sharing making segments and spreading the love
Will do!!
The show only grand total trick is awesome too!
When you turn the step layout off the subtotal is to the right. Is there a way to move the position of the subtotal to the left for example?
I dont think so :(
Ok thank you for your response.
This one video is probably the most useful thing i've seen in powerbi
Wonderful to hear!
Is it possible to sort the second column of matrix. For example i have sorted the first column desc and I have to sort the second column also as desc. Is it possible to do with Matrix viz?
Great video! However I'm still figuring out how to create a profit and loss statement with a matrix visual. Especially how to enforce a fixed layout and custom subtotals are tricky. Anone some good suggestions how to start?
It is in my list to crate a P&L, I just need time!
Unfortunatelly Power BI does not offer adeqate solution (Huge disadvantage!!!). You can try for example to prepare separate measure for each line of P&L and then use "Values show on rows" option in matrix. Check also: th-cam.com/video/lzYaveNRcQU/w-d-xo.html
That "show on rows" piece just saved me a whole lot of work! Thank you!
Can you put an Icon on just the subtotal level of a matrix, so when you expand a level only the toal has an icon
Is the first time that I watch one of your videos, thank you for all the passion that you transmit while you're explaining.
Greetings from Ecuador!
And thanks to you for the feedback!
Loved the tips thank you Ruth. I notice that the YOY 178% never was centered. I am having problems finding out how to center my Totals on the row and column
Is it possible to freeze panes? Freeze Header and left column. Thank you.
No :(
Is it possible to use a customize color in the columns headers depending of the value? I have a matrix where the columns are the different customers and I would like to use a different column header color for every customer...HELP
Hey Ruth! What if I have a matrix with 5 measures and I want to display the name of the measures as rows, and for columns I just have days of the month (from my calendar table).
If I put it in a matrix I get the measures in columns for each day so in rows I don´t have anything to put
How could I solve this?
Is there a way to specify the rows headings? For example I would like to show parts per hour, but I want the first hour row to start at 7. Since we run 24 hrs. from 7 am to 7 am.
Thank you Thank you Thank you!! I cannot tell you how many questions this solved for me!!
Hi, is it possible to freeze specific number of rows in Matrix Visual?
I love your changing text size trick!! Thank you for the awesome tutorial =)
Hi - is it possible to create a custom column with that can have cells which are manually editable? e.g. a comments column where I can add my own text to each cell. Thanks
I have a matrix that is sorting automatically by totals, I need to sort it when clicking on one of the column headers, I cant find the solution for it. Thanks
Hi Great tips. I have a matrix table with calendar dates in column. So when i filter out the month the row also filters which have empty values for the date. But i need the Row data not to be filtered. Please help. FYI the row data is from another table.
hi is there a way to represent 2 table with different data in a clustered bar chart individually base on selected table. Basically if i select table1 result would show in clustered chart if i sleect table 2 it would show result in clustered bar chart
Mmm don’t know
Hello ! I have a matrix where lines are classified by 3 categories. Each of these categories can be drilled down... I would like to format, only, the backgroung of these 3 categories. Is it possible ? Thank you
Hi there!! I figure you guys will know this one for sure!! I have a matrix visual and want to add a series of true/false data columns to it. Unfortunately, data with a data type of "True/False" displays as an INT and is giving me a "Count of {fieldname}" in the data options rather than a "not summarized" option for the True or False column when used in a Matrix visual. All I get is a value of "1" for every true/false column in the matrix. I know you guys will know a workaround!!! I am using the April 20224 version of PowerBI. Thanks!
I just created calculated columns and set them to either "true" or "false" based on whatever the original column value was and then used those calculated columns in the matrix instead. Works fine but maybe there is a better way to do this so that no additional columns need to be created....
Hi,
I want to have calendarized view in the matrix ( Jan, Feb....Dec, Q1...Q4, H1,H2,FY) with volume sum as values for different brand in rows. Can you please, suggest on achieving this?
Currently made a Duration Table (Col1: Num:1,2,3..... Col2: Duration: Jan, Feb..Q1...FY) & mapped this col1 with my main table Month column having (month:1,2,3.....12)
I am using the col2 in columns of matrix & brand column from main table.
when only column2 is applied all the calendarized columns show from Jan....FY but the moment I add brand values in matrix rows it is only from Jan...Dec.
Please, help me resolve this if there's any way
Big Thank You Ruth :)
you have cleared all my confusion related to Matrix Visual specially +/- & Step Layout.
I have one question on matrix ,can we achieve slicer to highlight values instead of filter in matrix.
Hi Ruth,
I need your suggestion for how to approach to create this report
Scenario: I want to build something like a quick YOY comparison to identify the Sales gap of a client (Slicer) between last year vs Current year by Month by product
Example: Last yr a Client bought 10 products Worth $1,20,000 in July
Current situation is CY($70,000) - LY($1,20,000) = $-50,000 (which is easy to calculate)
Now I want to build a dashboard which can dig deeper and can identify the reasons of the GAP. There can be 5 reasons for GAP
1) Few products didn't get sold this year (Cancel)
2) Few products got sold before July (Early Renewal)
3) Few products got Postponed (Late Renewal)
4) Products booked with less value (Discount)
5) New product Sold this year (New)
I have been doing this evaluation manually But is there a way if I can click a client of a slicer, it can show me the above 5 reasons...
Hi Ruth, is this possible? In power bi, i created a matrix visual with rows division, group, category, class, subclass and brand, now I have a supplier slicer, now I want that once I filter a certain supplier, I want the division, group, category, class, subclass to be filtered only for those that has that supplier but I want to show all the brands from the filtered division, group, categories, class and subclass whether those brand is from the supplier or not. The name of the table is 'item Details'. The matrix visual to be used is only 1.
Excellent tutorial Curbal. Super explanation!!!
Yey 🥳🥳
Hi Ruth,
How did u make the PY sales column? When i try this with SAMEPERIODLASTYEAR, it only shows me the total py, but not for the categories themselves.
Thank you, these tips are very useful. Is there any way to add a custom row into the matrix?
Thanks Ruth. Do you know if there is a way of conditionally formatting row headers in a Matrix? I have a matrix with sales per employee and need to conditionally highlight (change background color ) for an entire row (row header and values) for new employees. I can do that in the values but I don't know how to do it in the row headers so that the entire line has the same background color
Hello.
Thank you for sharing.
Question, do you know of a way to export the data in a Matrix Visual just as how it is displayed?
Ricardo Thomas that isn‘t possible, but you can vote for this on the Power BI feedback page.
This is really difficult to explain to users, especially as it is a Microsoft tool. But maybe they will „fix“ it sometime.
@@anthonyfly6976 thank you very much for reaching out with this response to my question Anthony.
I really appreciate it 👍🏾
Hey, Is it possible to format the row sub total and column sub total separately? ( like font color and background color)
Thank You Ruth for the very usefull content ,my question is can we move quick measure column from values to the rows in matrix
You should, but I have never tried
How do you do conditional formatting row by row and also cell by cell
Hi Ruth, It's really appreciate of sharing knowledge on matrix , it's really complex. I have to cross a scenario like we have -/+ icon enable for row wise right, is there a way to have in column like you shown three columns right in that we will show only percentage by expanding we need to see the sales and one more column value you shown in video?
Is it possible to keep the rows expanded by default instead of using "+" sign
Hi! It is possible to hide rows in blank in a Matrix? I mean, every row is a measure which is repeteated by categories. I would like to hide or dont show the row " Sales" for Store A because is blank. BUt sales in Store B have values so I want to see them. Ihave already tried with "dont show elements in blank" and doesnt work. Maybe in DAX?
I will appreciate any help :)
I'm working in Power BI Desktop and have a matrix where I display months as rows with various measures underneath each month, instead of in columns. I want to show a specific measure only in the total row and not in each monthly row. Currently, this measure appears in every month as blank (or as a dash if I use a placeholder), but I’d prefer it to be visible only in the total row for the selected period.
I've tried using DAX to make the measure return BLANK() in each month’s row, but the matrix still shows an empty row for that measure under each month. I’m looking for a way to make the measure appear exclusively in the total row, while fully hiding it from each monthly row.
If anyone has insights or a solution to achieve this, I would really appreciate the help! Thank you!
Is it possible to rotate the column header? It is possible to change the orientation in Excel, but I could not find this functionality in Power BI :-(
hey this explains very well ,though is there a way in Matrix to show the Meaure only in the column Total and not in Values ? For example My column in the matrix is Week 1,2,3 ,4 and Values i have Sales , forecast, stock in hand - i just want to show Sales and Forecast and SOH as my column total at the end of 4 Weeks? How can i acheive that ?
Hi
For me column header is not showing
That is the product name header is not displaying
Can you tell me why is that happening.?
I have one question. When my columns number is dynamic and based on filter selection, sometimes i will have 2 columns and sometimes 10.
When I have 10 columns, I scroll the bar to see remaining columns, but scrolling only move Column headers and values but the section of row headers stay frozen, is it a way to unfreeze it and make it move with scroll bar?
Nice video thanks,.. but your "Auto-size column width" doesnt really matter. If you put in another filter on your page,.. like for example years where user can choose and your matrix adapts to those changes... the column widths will be updated. I did not find any solution to this, do you have one?
Hi Ruth (and everyone) great video, learned a ton!
My 'show on rows' is nowhere to be found, does anyone have any idea why and how I can fix it?
Should be there, search for it instead
Hi Ruth,
How can we create Row based conditional formatting in a Matrix visualization where condition must apply Row by Row, not on whole Matrix.
For example Row 1 can contain 100, 120, 135, 180, then here 180 is Max value for Row 1 but it could not be max for the whole Matrix.
How can we present this Row based conditional formatting in a Matrix using background color, Can you please let us know the steps or any Dax with example.
Thanks in Advance.
Avinash
Hey Ruth .. I have a question that can we format row header on expanding or collapsing?
Like-- when I expand categories in row header to next level then it would change to some other text.
For example -- I want to expand Alice mutton to the next level and change row header as "AM".
Is this possible in matrix visuals? if yes, then how can I implement this?
Thanks
I dont think it is possible, but check with the power bi community to see if someone has done it!
@@CurbalEN Thanks😀
My question is related to conditional formating : can we change icon colors of values section in matrix based on another field(the colors are not based on value but another column)
Thank you Curbal, I really thank for great content, your videos are helps a lot. May I know the approch how can we change the font to the specific column vales in matrix.thanks
Hey Ruth , love this.
Just this week I developed a report using a Matrix and some clever tooltips to display covid patients /wards they are on and then on tooltip display all patients who shared a space with them on each date as they go from positive/negative etc.
It looks amazing and really shocked me how much you can squeeze out of BI and matrixs in particular.
Sounds really cool, well done!! 👏👏
Thanks so much for sharing these! :)
I have a question Ruth! How to sort a field in row? Automatically the sorting is defaulted to first column.is there any way I can achieve that
Great Tips and Tricks always from Ruth !! Weekend started with some new learning ! Could you please share the direct link to download this session file .I went to download center to see this file but unable to find it !!
Yey!!
@@CurbalEN Looking forward for the same kind of tips and tricks of Power BI and the direct download link of these files from you 🙂🙂🙂🙂🙂🙂🙂🙂🙂
@@abhishekstatus_7 the file I used is from the northwind dataset that I use on all my videos, you have it already!
@@CurbalEN Got it after long time research 🙂🙂🙂🙂🙂😄😄😄😄😄
I have a question: if I have multiple measure in the values field and Months on the columns field, how can I format the matrix so that I have the measure names shown before the months on the columns. Currently I have per month (as a block) with all the measures shown, which I don't want
Thanks Ruth for sharing your knowledge !! Is it possible in the same matrix have the grand total for considering the filtered rows AND the grand total without considering the filtered rows like the option in excel classical pivot? Thank you in advance!!!
Is there option to move the row total from left end to right side just after the row headers..(similar to moving column total from top / bottom)
Scenario : sales by customer over a year , each month in 1 column)
You can have sales by month if you put the month in the columns field.
Nlt sure that is what you asked though...
@@CurbalEN checking to find any workaround to have the row level grand total in the beginning instead at the end of the matrix column
I show that in the video, check it.
my scenario is not met here. Have posted an image reference here,
discord.com/channels/651347499641995264/656172242626936866/735762465169604649
i cant see "field formatting" ! How can I turn that on?
Thank you for the tips!
Is there a way to set up standard default settings in Power BI? If there aren't, there should be. It would save a lot of time to select a carryforward default and not have to change settings every time.
i have a matrix that has 365 days as rows and 96 columns( quartile of hours). And the data are machine data for every quartile hour for the entire year. Although Matrix fits this data, it does'nt display it all. we need to manally scroll horizontally and vertically. How do I fit this big of a dataset in matrix visual.
Is it possible to have dynamic subtotal labels in Matrix ??
No :(
Hello Ruth,
As always very informative video. Thanks a lot. Is it possible to have row subtotal as average and column subtotal still be a total or sum?
I know this is a old video and I was going through it again to see whether it covers what I am looking for.
I wish there was a 'column width' cell within Format where I could add the size in pixels. If I have several columns in a matrix and i want to set them equally I have to do it manually and it is just guesstimation.
Me too!!
@@CurbalENAnyway, thank you for your effort and work creating the useful videos, it means a lot to me to build my dax knowledge!
My pleasure!
Brilliant summary and a great go-to resource....thanks very much Ruth. Keep well.
You too Dave and thanks :)
/Ruth
Many thanks for the tip 7 and 8 and great content.
Fab!!
the best i was looking like anything
best in the business thanks
Thank you! Great Video!
Hello Ruth, Thank you for this wonderful presentation!
Can you please tell how to rearrange rows and columns as per our convenience. E.g.: I want to move a column to the left or right or a row to the top or bottom. Could you please tell how to do this.
Thanks in advance!
Sure! Here:
m.th-cam.com/video/TzmKVsgqRcE/w-d-xo.html
Gracias "Curbal" eres una tigresa en el los tips de Power BI....Good luck and happy day!!!
Can we add a custom calculation row to the matrix?
Sure, with measures or custom columns
@@CurbalEN Do you mean I will have to add a Custom Column in Query Editor?
Some great content here Ruth! Thank you!
Cant we use two rows in a matrix without drill down?
I have concatenated the two columns to be used as row but client want them as separate.
Any trick/solution?
I think you'll find that the answer was included by Ruth. Remove stepped layout (and expand).
Ragnar Eiriksson got it thanks.
And can i compare one row in a column with another row and if they have same value then return 1 or calculate the same number of rows
I am using power bi desktop without any logins but i can't see +/- on rows. Is it something only for Pro/premium licenced people? it's not available in free version
It is available in the free version, make sure you have the latest power bi version
@@CurbalEN Version: 2.83.5894.661 64-bit (July 2020) this is my version
You should have it then
Thanks for sharing this information. it was helpful.
I have a question related to sorting Columns.
"Suppose we have 4 columns (A, B, C, D) then they are sorted by default alphabetically.
What if I want Column C to always displayed 1st, then A, B and D in any order?"
please let me know about it.
Thanks.
It's really really helpful, thank you so much 😊