Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
Anonymous
Not applicable

Subtotal line between groups, not for all of them.

Hey there! =D

 

i just arrived at this company, witch they use tons of Excel sheets with dynamic tables, "vlookup" etc...

Anyway, the thing is i need to know how to create this kind of subtotal line between groups in a Power BI matrix/table, its like "Subtotal before contingency & tax benefits" followed by the next 2 lines with contingency & taxes, and only then the grand total, as in this excel table:
note: i'm using Matrix, not Table. With hierarchy in some groups, not all of them.
Subtotal.png

3 REPLIES 3
MFelix
Super User
Super User

Hi @Anonymous,

Yu need to create a group column to add to your matrix with all the accounts and subaccounts.

Something similar to.

Level 1
Investimentos
Contingencias
Beneficio fiscal
Level 2
Investimentos indiretos
Investimentos diretos
Level 3
Engenharia
Owners team....
Level 4
Infraestrutura...

On the fields where you just want the level 1 for example contingência do not add level 2 3 and 4.

Now use those levels for your matrix.


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



Anonymous
Not applicable

Hi @MFelix 

Thanks a lot, it helped me a lot here. But...

There are 3 points to be clarified yet. 1st is the most important to me right now

1º - How would i bring the Subtotal Row to the bottom of the table right before "CONTINGÊNCIA" row? - with that answer, i get my solution

Subtotal2.png

 

2º - I need to order the rows by a certain sequence, as in the print (1º, 2º, 3º...), i'll try some measures/DAX tricks with RANKX, IF statements, VAR etc... And order the Level 3 Column by this Measure... Will it work? Cuz there are some "null" cells in this column

3º - Now i got some issues coloring specific Rows by its Level, but i'll try something like this tutorial https://www.youtube.com/watch?v=TwUKVrY8KE0

This is how i'm using the columns. The "blank" cells is "null"

subtotal3.png

Hi @Anonymous ,

 

Yesterday I wans't in my computer and today got to look at your information believe the best way is to create a parent child hierarchies.

 

Check the documentation below with a full explanation on how it works and how it can be implemented.

 

https://www.daxpatterns.com/parent-child-hierarchies/


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.