Adding Value Totals to Power BI Matrix Visualization

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Adding Value Totals to Power BI Matrix Visualization

Adding Value Totals to Power BI Matrix Visualization

The Matrix visualization in Power BI is one of the more commonly used visualizations, yet it doesn’t include a commonly needed feature: Totals for the Values columns. This is unfortunate, as Rows often are used for text type fields that don’t need to be totaled, while Values often are numbers for which you DO want totals.

Well, there is a workaround! First, on a table used for your Rows data, you’re going to add a custom field – a Total Placeholder. This field simply needs to incluAde the work “Total”.

To do this, select the table in which you want to add this custom field. It’s a good idea to use a table that already has Rows on the visualization. Select your table from the fields panel by clicking on its name (don’t click the checkbox). In my case, I selected the Projects table.

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Go to the Modeling tab, and click “New Column”:

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Now, enter this into the formula bar:

TotalPlaceholder = “Total”

Next you’ll place that new field you just created as the first Row in your visualization, and rename it a single character – even a period would work. This is because you’re going to shrink this column as narrow as you can so it disappears.

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Next, you’ll turn on Row Subtotals in the design panel.

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Don’t panic – this is going to temporarily make the report VERY ugly! This is because you’ll need to turn the totals for the rows off.

Go to “Per Row Level” and turn that feature on. Then turn off the total for every row, EXCEPT your newly created Total Placeholder, which will appear as a “.” or whatever you renamed it to.

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Finally, adjust your Row Subtotal position. My preference is Top, but you can select as you wish:clip_image013

By |2019-03-13T13:49:39+00:00March 13th, 2019|Power BI, Uncategorized|0 Comments

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