Edit subtotal and grand total labels

[webportal]

Hello everybody,

I already saw a similar question which was raised, but I wanted to make sure that I didn't miss anything:

Is it possible to change the names of the Subtotals and the Grand Totals?

E.g.:

Sales A

  Sales B

      Costs A (negative)

          Costs B (negative) =

             Total --> = EBITDA / EBIT / Profit or whatsoever

[Anonymous]

Fount it!

In a PowerBI Matrix, find the following to adjust the "Total" subtotal label to your "Custom Text Total" label:

• Visual
• Row Subtotals (ON)
• Apply Setting to

          -Per Row Level (ON)

          -Series (All) "You can change to any sub group you'd like"

• Rows

          -Subtotal Label

          -Change "Total" to your own"Custom Text Total" label.

It takes a while to change a effn' subtotal label, but it's worth it. I see myself using this all the time. I'm very excited to have found this. Thanks PBI Team!

[BA_Pete]

Hi @webportal ,

For this level of customisation (particularly for financial reporting) I would recommend using the Financial Reporting Matrix visual by ProfitBase. It's available on the Marketplace and allows you to set up really clean reports with any type of customised Total/Subtotal with custom formulas for each.

Here is an example of how I have used this visual in the past to display P&L info:

The subheadings are expandable by using the standard dimension hierarchy set up and all the subtotals and percentages thereof are individually calculated.

It is a bit fiddly to set up, but I think you'll agree the output is as tidy as you'll see on Power BI.

Pete

[webportal]

I can't believe it's impossible to do this without an external visual.

Can we vote on this idea yet?

[v-yingjl]

Hi @webportal ,

Currently we can only change the total labels uniformly in the matrix visual.

Here are some ideas about it that you can vote for it:

1. Change Total in Matrix 
2. Edit "Total" text for a Matrix 
3. Dynamic 'Totals' text in Matrix visual based on row text 

You can also create an idea here to help us improve power bi and make this feature coming sooner.

Best Regards,
Yingjie Li

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

[webportal]

Hello,
I've submitted the idea.
You may see it here:
https://ideas.powerbi.com/ideas/idea/?ideaid=4e2a5ea9-fbe1-ea11-bf21-501ac52463c2

[v-yingjl]

Hi @webportal ,

Have voted for it😀. Thanks for your effort and feedback to help us improve power bi !

Best Regards,
Yingjie Li

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

[Pragati11]

Hi @webportal ,

For Totals/Sub-totals/Grand totals use the following:

Under this option, you can even check totals per row level and chnage their labels.

Thanks,

Pragati

[webportal]

@Pragati11 thanks for helping.

But that doesn't seem to solve the problem.

If I change the label, then ALL subtotals get the same label, I want:

SubtotalName1

SubtotalName2

AnotherName

...

[amitchandak]

@webportal , refer if this can help

https://community.powerbi.com/t5/Desktop/Renaming-subtotals-in-Matrix/td-p/838600

[webportal]

Hi,
Ok, but then all subtotal get the same label.
I need a different label for each subtotal.

[hola]

@webportal , did you find the solution for this? i need exactly same thing but did not able to find how to do this?