Hi
I have a matrix table which I'm trying to find a way to sub-total 4 out of 5 territories. What is displayed in the screenshot is a principal or company and my team needs to see Metro, Mid, PA and UNY as a grand total and NE needs to be by itself. Is there a way I can successfully achieve this through formatting the visual?
Thanks
Emma
@emma313823 you should add new group column, better to add in PQ but with DAX you can do something like this:
New Group =
IF ( Table[Column] IN { "Metro", "Mid", "PA", "UNY" }, "ITC South", "Other" )
In the matrix visual, on rows, add this new group column and under it add territory column and that will do it.
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@emma313823 I said add a new column, preference is to add in the Power Query (PQ) but I gave you the solution on how to add a column using DAX. You don't need to add a group, just add a new column, give it a name, I called "New Group", you can call it whatever, and then use the DAX expression I gave in my original reply.
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.
@emma313823 you should add new group column, better to add in PQ but with DAX you can do something like this:
New Group =
IF ( Table[Column] IN { "Metro", "Mid", "PA", "UNY" }, "ITC South", "Other" )
In the matrix visual, on rows, add this new group column and under it add territory column and that will do it.
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.
I'm sorry could you clarify PQ please? I tried adding new group...see screenshot.
With the dialogue box opened, I renamed to ITC South, selected the Principal of ITT Cannon Connector, but am at a loss as to what to do next?
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