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Hi there,
Fairly new to this and only recently completed the Kubicle training on Power Bi - so apologies for the long explanation, hope someone can help and I am clear enough.
I am trying to create a dynamic table visualisation where the results will come in from a seperate table which I have already applied transformation rules and filters to. The plan is for this table to be used by different people at different periods, from a similar report - hence the need to have the info filter into a new table.
I have grouped items from a specific column in the original report as I want them to feed in together in the new table with totals, I have also specifically signified in the groupings wether they belong to a specific location or not
e.g.
Description | Total | My Grouping (by description) |
Task A | 100 | Category Z UK |
Task B | 5 | Category Y UK |
Task C | 55 | Category X UK |
Task AB | 123 | Category Z US |
Task BA | 15 | Category Y US |
Task 1 | 2 | Category Z UK |
Task 2 | 5 | Category Y US |
I may now be overcomplicating things but I want to try and split Group Z off by US and UK as per grouping, but have the totals line up with the relavant category like below
New Description | UK | US | Total |
Category Z | 102 | 123 | Sum of UK and US |
Category Y | 5 | 20 | Sum of UK and US |
Category X | 55 | 0 | Sum of UK and US |
Totals | Sum of UK | Sum of US |
Is this possible or am I being too ambitious?
Initially thought this would be a simple enough task using tables and cards, but now think I need more expertise.
All suggestions appreciated. 🙂
Many thanks
Solved! Go to Solution.
@Anonymous not surely if I followed completely but if you use matrix visual, add grouping on rows, column that contain us and uk on columns and Total on values you will get the result.
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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
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@Anonymous - Split out the end of your description so that you end up with two columns, one that has US and UK in it and the other that has your Category in it. Then you can create a matrix visualization where your US/UK column is your columns and your other Category column is the rows.
Thank you so much, I appreciate the help!
@Anonymous not surely if I followed completely but if you use matrix visual, add grouping on rows, column that contain us and uk on columns and Total on values you will get the result.
I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Thank you so much, got me to where I needed - funny how we can overcomplicate things in our mind. I appreciate the help!
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