I am not sure if my title is correct one, but here is the deal:
I want to make a matrix visualization in Power Bi Desktop. I have fields: ARTICLE_ID and ARTICLE_NAME.
I would like to have both those fields in COLUMNS position in matrix data view. And I need them to be in one row, no need to drill down... because it is one and the same thing...
I need to have ARTICLE_ID and ARTICLE_NAME as two separate columns on the same level. without drilling. And also, I dont want to use concatenation or merging into some third column. is that possible? thanks
1) I started with this sample data.
2) I created a matrix and configured it as shown in the image below.
3) I clicked the forked arrows to show all levels.
4) In the Rows section of the formatting pane, I turned off "Stepped layout".
5) In the Subtotals section, I turned off "Row subtotals".
I don't know if this is exactly what you are looking for, but I think it is the closest I can come up with since you don't want to concatenate the columns together.
If they are from the same table then just drag and drop them into the columns.
The way a matrix works from my understanding in PowerBI is;
Rows are just the headings/categories of the values.
You might need to also go into the format tab, values, and make sure show on rows is on.
For example, let's say our value headings are rainy days and sunny days.
Your columns are months.
The rows will be the 2 categories.
The values will be the values.
As concatenation and "&" does not work in Power BI directquery you can use the below one:
[New_column_name] = if((table_name[column_name]="A" && table_name[column_name]="B"),"AB","NA")
Thanks,
Sachin Kashyap
Related
I have data like this:
It comes from REDCap, and as you may be able to tell, the data in the far right columns are repeated variables about each "protocol_title" (the far left column). I.e. "Love it" and "I want a disc instead" are both about "study 2"
I've imported the data into Power Bi and currently I have this:
What I'd like is for the top left visual to only have one row per study (with columns such as principal investigator and method of image transfer, i.e. columns that had data in the first row) and a visual on the lower left with all the right-most columns.
By switching the top visual from a table to a matrix I can kinda accomplish this:
But it adds a bunch of unnecessary columns. As an alternative I thought I could add a filter to the top visual that would filter to "redcap_event_name"=="protocol_information" which would only be those top rows.... but given the visuals are linked, if I do that it removes everything from the bottom visual. I'd like to keep the link between the visuals so that if I select "study2" in the top visual, it'll highlight relevant study 2 information in the bottom one.
So my question is: what's the best approach for making the visuals I want? Are there special settings for visuals? Do I need to do something to the data first in the query? How should I go about this?
You might want to rework you data structure. At first glance, your flat source table could be parsed into two tables :
Protocol
Survey
This can be done in PowerQuery.
For Protocol :
Select columns A to R.
Filter on redcap_event (?) starts by "protocol_info"
Delete empty rows
For Survey
Select columns A (to keep the protocol ID and be able to link both tables), T and U.
Filter on redcap_event (?) starts by "survey"
Delete empty rows.
You should end up with the two table with a one-to-many relationship between Protocol[Protocol_ID] (column A) and Survey[Protocol_ID] (same)
And it should make everything much easier: visuals, calculations...
I am using a power BI matrix report and I want to fill the blank values to 0 in the matrix tables. The data source would be a table from SQL server.
I am looking for options to fill the blank values with 0 using power BI? Any help would be greatly appreciated.
In a given table, (Blank) often comes from "null" in a column. Under Transform data, you can select the column you want to edit, then select "Replace Values" in the Home ribbon. Then it just works like a find and replace in any editor.
As mentioned in the comments, Blank is there for a reason and replacing to 0 may be a bad idea, depending on the data. In general, I try not to destroy any data unless entirely unavoidable.
Consider other solutions:
Like if you just don't want your calculated visualizations to show "(Blank)", do something like Measure = CALCULATE(<something>)+0 and it'll show a calculation of 0 if theres nothing in the column.
If you have a slicer showing a "(Blank)" category, just filter it out in the filters sidebar.
I have the following Power BI table example for an operating expense report that uses a slicer to filter the first column named "Actual". This is to see the operating expenses for one month compared to the budget figures for the year. It also compares the year-to-date and annual figures. How can I create dynamic columns that change based on the slicer selection? These additional columns are not shown in the pic below but included in the last pic. The Budget column below was just created as an example to show what it should look like.
I set up a star schema with several tables shown below. There's only one expense fact table used and the slicer only works for the first column as previously stated but I need all the other columns to use different parameters and adjust based off what's selected in the slicer. The last image is an overview of the info and the parameters for each column. I tried creating new columns with measures for the budget to see if I can get that going but can't figure out how to make it adjust with the slicer selection.
I'm not sure if I should be using separate queries for each column or can this be done using the one expense table. Hope this isn't too confusing. Please let me know if more info is needed.
If I understood what you wanted correctly I think I solved your problem.
I was able to create the following:
I did not use all values since I did not want to type everything, if you provide some test data it is easier to replicate you dashboard.
This matrix (so not table) allows you to filter for Date (if you so desire, you can always show all date's in the matrix) Book and AccountTree.
The way this is done is by putting the address column in the ROWS for the matrix, Putting the Date column in the COLUMNS of the matrix and putting your values (actual, budget, variance) in the values of the matrix.
For the date is used days, since it was easier to type. You can always use weeks, months, quarters or years.
For this to work you have to create the following relationships:
Hope this helps.
If not, please provide test data so it is easier to try and solve your problem.
I've trying out Power BI to solve some visualization problem in my organization and I've been working on desktop version of Power BI to try out its features.
I'm stuck at few issues and cannot find our way out of this.This is a sample view I've been trying to create:
Figure 1:
1
We've a dataset containing Product Opinion across gender, Age Group, Geography etc. and we want to pivot the opinion across different parameters as shown above.But when we use Matrix view of Power BI and add two parameters in columns, it creates a drill down view as shown below:
Figure 2: 2
On adding multiple fields in the column section we get an option to move down to next hierarchy as shown below:
Figure 3:3
Although we have the option to move down to hierarchy ,we are unable to show then side by side as we've shown in Figure 1.
Is there a way we can get the visualization as given in Figure 1 ?
Also, Currently the columns and rows are automatically sorted alphabetically. Is there a way we can adjust the column and row position as per our needs?
To sort the rows in a custom order, you will have to create an index table. The below link walks you through the steps involved:
http://www.excelnaccess.com/custom-sorting-in-power-bi/
Now, to achieve the visualization you are looking for, the only way I can think of is to create two matrix visualizations (One for gender and other for age group) and place them in such a way, that it gives the illusion of the same table. There might be a better way to do this, but I these workarounds work just fine. Hope this helps.
I have some measures and a calculated field from a dataset that show me the following:
The highlighted row/column is just to show the different output.
This works great except that the data needs pivoting to looks like this:
I have tried to do this with a Matrix Visual but it seems you can not put Measures in for the Rows. I have looked into it on the web and nothing is really doing what I need.
You can put your months as columns and then go to the Format pane, Values section, and toggle the option Show on rows: