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Amaterasu
New Member

subtotal a group in a table

Hello,

 

I am wanting to do a subtotal of two groups before taking the grand total of each. Is this possible at the moment in PowerBI? I have posted a sample data and sample of what I am wanting the table to look like. Any help will be greatly appreciated. Thank you in advance!

 

Data:

CompanyDescriptionAmountIncome vs. Expense
AInterest Income$     30,000Income
AInterchange Income$       7,000Income
ASales Income$     40,000Income
AFee & Miscellaneous Income$       7,000Income
AProcessing Expense$   (40,000)Expenses
ARebate Costs$     (7,000)Expenses
AEmployee Costs$ (150,000)Expenses
AFraud Costs$   (40,000)Expenses
BInterest Income$     70,000Income
BInterchange Income$       3,000Income
BSales Income$   460,000Income
BFee & Miscellaneous Income$       3,000Income
BProcessing Expense$   (20,000)Expenses
BRebate Costs$     (3,000)Expenses
BEmployee Costs$   (50,000)Expenses
BFraud Costs$   (10,000)Expenses

 

 

Table:

Income

Interest Income$           100,000
Interchange Income$             10,000
Sales Income$           500,000
Fee & Miscellaneous Income$             10,000
Total Income$           620,000

Expenses

Processing Expense

 

$             (60,000)

Rebate Costs$           (10,000)
Employee Costs$         (200,000)
Fraud Costs$           (50,000)
Total Expenses$         (320,000)
Net Income          300,000
1 ACCEPTED SOLUTION
v-yuezhe-msft
Microsoft
Microsoft

@Amaterasu,

Directly create a Matrix visual as below in Power BI Desktop.

1.JPG

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yuezhe-msft
Microsoft
Microsoft

@Amaterasu,

Directly create a Matrix visual as below in Power BI Desktop.

1.JPG

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Amaterasu
New Member

Hello,

 

I am trying to build a table that will subtotal two groups before taking the net total. Is this possible in PowerBI as some of the stuff I am finding indicates it might be and others say it is not yet. I have pasted a sample of the table I am hoping for as well as some example data as well. Any help will be greatly appreciated. Thank you in advance!

 

 Data:

CompanyDescriptionAmountIncome vs. Expense
AInterest Income$     30,000Income
AInterchange Income$       7,000Income
ASales Income$     40,000Income
AFee & Miscellaneous Income$       7,000Income
AProcessing Expense$   (40,000)Expenses
ARebate Costs$     (7,000)Expenses
AEmployee Costs$ (150,000)Expenses
AFraud Costs$   (40,000)Expenses
BInterest Income$     70,000Income
BInterchange Income$       3,000Income
BSales Income$   460,000Income
BFee & Miscellaneous Income$       3,000Income
BProcessing Expense$   (20,000)Expenses
BRebate Costs$     (3,000)Expenses
BEmployee Costs$   (50,000)Expenses
BFraud Costs$   (10,000)Expenses

 

Table:

 Income

Interest Income$           100,000
Interchange Income$             10,000
Sales Income$           500,000
Fee & Miscellaneous Income$             10,000
Total Income$           620,000

Expenses

Processing Expense

 

$             (60,000)

Rebate Costs$           (10,000)
Employee Costs$         (200,000)
Fraud Costs$           (50,000)
Total Expenses$         (320,000)
Net Income$           300,000

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