Matrix or table style visualization(s)?

[swebb]

All,

I'm having some difficulty delivering on a client request for a Matrix style or Table style visual in Power BI. What the end user is wanting is based off of CRM data. Columns will consist of business process stage/status. Rows are to consist of Total number of opportunities, based on sales personnel, the age of the opportunity, revenue (3 different types), again all broken down by sales personnel. They want these sections to be collapsable as well (denoted by the plus symbol and minus symbol). They want a very specific design for this. I've attached a picture of what they're wanting:

[pratyashasamal]

Hi @swebb ,
I would suggest you to go with Matrix type of visual .
If you want go for +/- (collapse) then go for Matrix visual.
You can also read more from this link (Which chart type choose) :
https://zebrabi.com/how-to-choose-the-right-chart-power-bi/#:~:text=It%20doesn't%20matter%20whether,....

Thanks ,
Pratyasha Samal
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[swebb]

Yes, I think a Matrix style visualization would work best for this approach. However, the issue I'm running in to is putting the data into the Matrix and having it display in the way they're asking. I'm beginning to wonder if it is due to my data model. I think I'm going to have to redo the data model, as it is mostly a flat one sheet data model. Can you speak on that at all?

[pratyashasamal]

Hi @swebb ,
You can simply add the required column to your row , column and value .
For example :-

Thanks,
Pratyasha Samal

[swebb]

I guess the issue is that I'm just not getting the values I want displayed. Example, I've put sales user name as the rows, some of the sales revenue as rows as well, and one column so far with a certain status in CRM. Well, it's returning the values of those revenue per the user, which... is sort of what I want, but ideally I'd like them grouped up by different rows, like in the example. I'll continue to adjust it and see if I can get it closer to what I am looking for and let you know if I need further assistance.