I am working on a table and creating drilldown in power bi matrix. Showing Drilldown From Member to To User. From member will drilldown to User and date. On the column header I see Instead of To User it shows First To User (red arrow). Second After drilling on the same line of From Member there is one of the To User (Blue arrow and yellow highlight) and next to it , it has SUM. Similarly at the bottom at TOTAL there is one To User Name and then SUM. My question is (1) how to remove First from the Fisrt User To. (2) How to remove Yellow Highlited Name . (3) How to remove name from the TOTAL row. Please see image for clarity. Thanks in advance for help.
Ans to question 1 Edit the column name as shown in the image. You can update it to any label you wants and the column header will show the label accordingly.
Ans to question 2 & 3 There is no exact configuration in Matrix for your scenario. In addition, adding Text column in the Values list also do not make that sense as you already facing issue with that column. In Matrix, Values column always considered for Aggregation and for Text type column you can take any of the option from - First/Last/Count. Now with those options, you can not achieve your required output.
Work around (Best for your case): This will solve your issue 1,2 & 3 together in one go. Create a Custom Column to your table as below-
date_user = your_table_name[Date] & " : " & your_table_name[user]
Now, add both your column From Member and date_user to the Matrix's Rows and Sale column to Matrix's Values property. The final output will be something like below (with my test data)-
====================================================
ADD USER DRILL DOWN
Add User(My Case Sub Category) column to Matrix row as below-
The final output will be as below-
To remove subtotals you can turn off the subtotal option at the paint roll while selecting the visual. During my test I was able to remove all totals using only this option.
Hope this solves all your questions. Feel free to add more details and I'll do my best to help.
Related
I am creating a matrix in powerbi to compare current and previous years by month, also to show the % variance, which is the CY-PY/CY.
this is what am getting
what i want to achieve is this
As very limited information is provided:
If the year(2020 and 2021) are columns for each month's values. It would be better to first declare Variance% as a custom column in the edit query(under 'add column' and give the formula of variance).
Select Column 2020,2021 and Variance% ->Right click->Unpivot selected column, this would define all these columns as attributes and store values as Value.
Save and close changes made in the edit query and in the page select Matrix graph and build the graph.
I have a very basic question in Power Bi I am trying to build a report in which I am using a Matrix Visual to display some data in the below format, However, I want the most recent months data to show first dynamically and then the following months after that, in this case show May first instead of Jan, Apr second instead of Feb and so on and so forth.
You can perform these below steps to achieve your required output-
Step 1:
Add a new custom column "month_name" (if not already available) in Power Query as shown in the picture. Please use the Date column from your source go generate the new column.
Step 2:
Add another custom column "year_month" as shown in the below image. Remember the target is to get the value like - "202001" (YYYYMM) from the date value. You can achieve the same with other conversion option as well. Please use the Date column from your source go generate the new column.
Step 3:
Change type of "year_month" column as Whole Number and get back to your report by clicking on the "Close & Apply" button.
Step 4:
Create a custom column "Rank" in the table as below-
Step 5:
Sort the "month_name" column using newly created column "rank" as shown in the below image-
Step 6:
Finally use the "month_name" column in your Matrix visual's column and this should be come up with your required output.
There is no option to sort matrix headers in power bi.
However there is a trick that you can apply in order to achieve this.
First Create a new column that referes your month column:
DescMonth = Table[Month]
Then create another column that keeps the order of the new column (you will need an ID Month column for this so be sure to create one if you haven't yet):
DescMonthOrder = - ( Table[IdMonth] )
Then sort the DescMonth column using the DescMonthOrder column
Finally use the DescMonth column in your matrix instead of the regular month column.
This way you will be able to achieve the following result:
I have a dropdown in Power BI that contains different project name such as Project One, Two, Three. I have included one formula to bring forecast value which is:
Forecast = Chase * Target%
I have created one measure that calculates forecast. The dataset contains weekly based data for Chase and Target %. For example week 1 (Jan 01-Jan 08) Chase will be 30 and target % as 10 hence the forecast for Week 1 is 3 (30*10%)
When I select one project from dropdown list e.g. "Project One" I see the forecast value populating correctly. Same goes if I select only one project from dropdown list .
The issue arises when I select multiple projects and then the forecast value brings the maximum value instead of bringing summation to the values of all weeks of all projects.
Question: What exactly is causing the issue?
Now I understand your requirement from your comments. You can achieve this through 2 step as explained below-
Step-1: Create a custom column in your data source as below-
row_level_forecast = finetarget[chase]/100.00 * finetarget[target]
Step-2: Create the final Measure as below-
forecast = sum(finetarget[row_level_forecast])
Now, use measure "forecast" in the report. This should give you the desired output.
ISSUE-2: From your comments
If I understand correct, you are talking about a case where you are concern about values in columns I marked red in the below picture-
If I am correct with my understanding, you wants to fill week-3 values for Project-1 with 80/70 and for Project-2 100/90. If this is ok, just follow these following steps.
Step-1: Go to EDIT mode clicking "Transform Data" option and select the table you wants to adjust data.
Step-2: Sort your data first for project_name (ascending) then week (ascending). The output will be also as shown in the above image.
Step-3: Select column "chase" in the table and click Fill>>Down option.
Step-4: Repeat step 3 for column"target" as well.
The final output should be as below. Just move back to main report by clicking "Close and Apply". Data should be now as expected in your report.
When you display the forecast, put it in a grid and add the project column, the week column (e.g. Week 1) and the forecast measure. When you select your multiple projects the grid will show each of those along with the calculated measure. If this does not work, there is something wrong with your measure and you should add your measure calculation script to your question.
The measure should be simple, something like:
Forecast = SUM(YourTable[Chase]) * AVERAGE(YourTable[Target%])
Is it possible to show the Grand Total for the last column only?
The other columns cannot be added.
I can either work with a table or matrix.
I'm trying with:
Measure = IF(ISFILTERED('Table'[Category]);SUM([Quant.]))
This hides the grand total but then it doesn't summarize rows by Category, ie, it shows all the items.
So all rows get a 1 for the measure above.
You can get this without having to create an extra measure or use DAX.
I used a table and was able to get the following result that fits your requirements:
Check #1 - Make sure the values setting for only the third column Valor Total is set to Sum in the pull down (see image). The two other columns you should set to Don't summarize.
Check #2 - Click on the table and make sure in the Paint roller settings for the visual, that the total setting is turned on (see image)
I wrote a query in Power BI which returns results like this
Is it possible: For the first column Service Name if value is same in cells than to show value in the first cell and than leaves all the other cells blank until the value is changed, If the new value is repeating than again leave all the cells blank until a new value found
All you need to do is to change the table visualization to matrix visualization.
Just keep the column under the Rows section.
The matrix visualization will then group and hide the repeating values automatically.
For me, when I switched to a Matrix visualization, it displayed all fields in a single column with plus signs to view detail. To show each field in a separate column, go to "Column Headers" and turn off "Stepped layout".
Use Matrix visualization
Add Service Name and Ticket Type into the Rows
Drill down the visule
go to setting, and under Row Header, remove Stepped