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Hi
Total newbie to Power BI, been using SSRS for 13 years. We are currently in the process of doing an evaluation of Power BI and I can totally see how it can be of benefit when creating reports and dashboards. However, quite a few of our reports are just simple tables with groups and subtotals. Super easy to do in SSRS but for the life of me, I can't see a way of doing in the Power BI.
So for example, I have a Fund field, A Fund Name field and several text\numeric values. I want my report to look like this...
Fund Fund Name Year GBP Value Perc Total
Fund A
Fund Name A 2016 GBP 1000.00 0.4% 50000.00
Fund Name B 2012 USD 2500.00 1.2% 127500.00
Fund Name C 2018 EUR 10000.00 2.7% 9800.00
Subtotal 12500.00 1.4% 187300.00
Fund B
Fund Name A 2017 GBP 2500.00 1.2% 5740.00
Subtotal 2500.00 1.2% 5740.00
Grand Total 15000.00 1.3% 193040.00
As I say, doing this in SSRS is easy by first adding a Parent Group on Fund and then a Child Group on Fund Name and including footer rows for subtotal and grand total.
I have tried with a PBI table but can't seem to group. I have tried with a Matrix but only seem to get FIRST() when there could be many fund names within a fund, so am stuck. I did a search for Groups in PBI but looks like that it for creating custom groupings. It is probably really easy to do but just not that intuitive to an old dog like me ;o)
EDIT: Forgot to add, data comes from SQL Server views
Any help would be greatly appreciated.
Thanks
Julian
Solved! Go to Solution.
Morning
After a bit of playing around yesterday, I managed to produce something that looks almost like what I wanted.
I created a Matrix, used Fund and Fund Name in the Rows and then included all my other fields as Values. I think clicked on the "pitchfork" icon and set Stepped Layout to On.
I think I have just got to get used to things being different in Power BI, which is going to be difficult after 13 years of SSRS. I have to say, some of the processes for things like simple formatting aren't intuitive but I can see potential ;o)
Thanks
Morning
After a bit of playing around yesterday, I managed to produce something that looks almost like what I wanted.
I created a Matrix, used Fund and Fund Name in the Rows and then included all my other fields as Values. I think clicked on the "pitchfork" icon and set Stepped Layout to On.
I think I have just got to get used to things being different in Power BI, which is going to be difficult after 13 years of SSRS. I have to say, some of the processes for things like simple formatting aren't intuitive but I can see potential ;o)
Thanks
HI, @JuSlaughter70
You may try to use Drill mode in a visualization and drag nonaggregate field into ROW or Column instead of Value now.
Reference:https://docs.microsoft.com/en-us/power-bi/consumer/end-user-drill
Best Regards,
Lin
Hi Julian,
You will get the feature soon - link to blog - https://www.fourmoo.com/2018/07/26/review-of-new-features-coming-to-power-bi-by-oct-2018-from-busine... - @GilbertQ
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