Table/Matrix visual to collapse and expand visuals

[Anonymous]

I have a table visual or matrix visual as should below:

However, I want to create a visual like below

Where Name and Date can collapse and expand to see the subtotal of Type and Linecode.

How can I achieve this in power BI. I have tried using matrix but not getting it.

Please help

[v-kkf-msft · Accepted solution]

Hi @Anonymous ,

Suppose you have the following data.

1. Then you can first unpivot the [Type] and [LineCode] columns. 

2. Create custom column.

Amount = if [Attribute] = "Type" then [TypeAmount] else [LineCodeAmount]

3. Create a matrix visual and add the following fields.

4. Turn off the "Stepped layout" option.

5. Turn off the row subtotals for the Attribute column and the Value column. And set the position of the totals to the top.

               

Then you can click on the expand/collapse symbol in front of the [Date] column.

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[lbendlin]

Are you aware of the "Show values on rows" feature for matrix visuals?  That will get you halfway there.  Your expected format is not something that can be achieved with the standard visuals.  You may have to craft your own, or modify your expectations.