Hi guys, i need to group measures in a matrix by a specific field. Within those groups, I have different measures like user avg, total revenue, revenue YTD, etc Because CustomerKey is what guarantees that a customer name is unique, and CustomerKey is a primary key for the Customer table, we can use the Keep Unique Rows attribute of the Customer[Name] column to force Power BI to include the CustomerKey column every time it groups data by Customer[Name]. To show how Group By Columns works, we create a report that shows the Sales Amount of the customers grouped by city, and we filter only the names that start with Port: In this case, we are probably aware that there might be different cities with the same name in different countries and states. Labels: Need Help Message 1 of 5 1,028 Views 0 Reply All forum topics Previous Topic Next Topic In the below screenshot, you can see that the column is hidden in the Power BI matrix visualization. The DAX query that implements the page filter now includes the city name: We have seen the DAX code produced by a page filter, but we can observe the same behavior for any other filter or slicer in a Power BI report. Remember that the same restrictions apply to any other DAX function that internally uses one of the syntaxes that are not allowed by Group By Columns, such as HASONEVALUE and SELECTEDVALUE. This is what i want: But with Power BI desktop the result is: Is there a way to group measures like in the first image? I think on my first try I did not realize that I needed to drill down and I discarded the approach. In this example, we will divide and calculate the Products based on the Sold Amount and Sold quantity. In Power BI you can specify the unique identifier of a column value by using another column or another set of columns. This feature is currently used by the Fields Parameter feature in Power BI, but it may also be used for other purposes in a model. Do not hesitate. You'll find this new connector under Get Data > Online Services > Power BI service. You will see a list of all the workgroups you are a part of. When you choose this type Inforiver calculates the Margin % for the aggregated row by reapplying the same formula it applied to the rows (instead of adding all the individual values). Now, since wed Product, Attribute and Scenario into the rows section and the Month in the columns section were not able to club these measures and therefore wed ample amount of blanks rows specifically under the Users section. And you can use Johnnys script as-is. For example, in the Product table we assigned the Category Code column to the Group By Columns property for Category. The filter generated in the DAX query includes only the columns used in the Group By Columns attribute: How is this supposed to work? Field: The field or Column that you used for grouping. This is probably the reason Microsoft does not expose the Keep Unique Rows property in Power BI. We have already seen that when the Group By Columns attribute is specified, Power BI generates queries including all the group by columns as grouping and sorting conditions. We can do this in excel but in Power BI no :-( The theory went, Johnnys calc group will transform the dummy measure into each of the measures, and my calc group will blank out those that do not apply. So, completing for all measures (which are now rather calc items) it would look like this (FINALLY!). In the. In Power BI, go to External Tools >> Tabular Editor. row wise. And In the. The error we see in Excel when Country and State are not included in the MDX query generated by the PivotTable is the same error that would be produced by a DAX query that misses one of those columns. It will be helpful if you can show us the exact expected result based on the tables. Passing negative parameters to a wolframscript. Powered by Discourse, best viewed with JavaScript enabled. Well, I was wrong! Thank you so much! They already wrote 10 books on these technologies and provide consultancy and mentoring. SUMMARIZECOLUMNS ( [ [, [] [, [] [, [] [, [, [] [, [] [, [] [, ] ] ] ] ] ] ] ] ] ). SELECTEDVALUE ( [, ] ). For that purpose, we will use the Sorting calculation group. This is how to group columns and show the grouped data in the Power BI matrix. You can find the documentation in the piece, RelatedColumnDetails class of TOM. All rights are reserved. In the below screenshot, you can see under the values section I have added one more column field called Accessory. Let us see how Power BI uses this information in the previous report where we only displayed the Sales Amount by City (unique). WARNING: this example is not a best practice. You bet. This behavior is not so intuitive. Appreciate your Kudos Feel free to email me with any of your BI needs. If not, how far did you get and what kind of help you need further? To drill down on columns, select Columns from the Drill on menu that can be found next to the drill and expand icons. The largest, in-person gathering of Microsoft engineers and community in the world is happening April 30-May 5. The below-mentioned options are available under the column header options: where we can change the font family, font size, text color, background color, header alignment Title alignment, etc.. Why did DOS-based Windows require HIMEM.SYS to boot? Basically we want to establish a table with some categories, and underneath each category we only want certain measures to be displayed. First, open Tabular Editor and right-click on Table. This can be done by using the diagram view in Power BI. In this example, if the selected Date Range is This Fiscal Year, and there is no selected Month in the Estimated Revenue and Actual Revenue by Fiscal Month/Year chart, the Value, FYTD and TFY columns for Estimated Revenue, Actual Revenue, and Actual Revenue % would display the same set of values, because they would apply to the same set of Dates. Its not exactly what Im looking for but youve definitely pointed me in the right direction. Power BI. Matrix two columns under one column If its possible or not. However, by default the report ignores this when grouping Sales Amount, and it shows a single row for Portland. Power bi measure count distinct if. In the plus side you have to modify only 3 calc items, and you have all your logic together. There is a saying that an error is better than wrong data in a report: the former makes users angry, while the latter could get you fired! Now create a new measure to calculate the remaining qty by comparing the two column fields by applying the below-mentioned formula: And then later drag and drop the newly created measure in the values field. If you choose to use Column from Examples to create the new grouped column, then do the following: While highlighting the Name column, click on the " Add Column " tab in Power Query and select the drop down on the "Column from Examples" as seen in the diagram below. Without the use of this Calculation Group, 42 measures would need to be added to data model if all 14 of these variations for each of these 3 measures needed to be used. By default, the matrix visual calculates and groups the multiple columns total from the data set and displays the results in the matrix visual Power BI as displayed below: And it is possible to change the total value, such as Average value, Count, etc., by expanding the value field. A simplified version of the DAX query generated to populate the matrix unveils an interesting behavior. Let us see how we can calculate the multiple total columns in the Power BI matrix visual. Then the logic is in a modified Dynamic Measure calc group, which checks the selected value in the Measure Group calc group (terrible name I know) and returns the measure corresponding to its name, if and only if that selected value is indeed its group. Do I need to pivot the table? Read: Power BI Bookmarks [With 21 Examples]. Asking for help, clarification, or responding to other answers. Many thanks and kind regar. If this is all you need you can stop reading, but if you want to be able to have 2nd row headers that look the same (like YTD) and still get the right format string without reinventing the wheel you will need to go to the end because with the previous approach and the following 2, getting the right format string for such shared items, is way to complex and hard to maintain as you will see in the following paragraphs. I realize that my script as it is now it does nothing useful, and I need it to generate the code similar to the final version. color by group in matrix | Power BI Exchange Can you be 100% sure that you (or your customer) will not want to add an extra column in the matrix? yes, but not that way. So it works but it doesnt! Select the "From Selection" option. We just set model properties that do not have a direct effect on DAX: they simply suggest to a client that the query should include CustomerKey when Name (unique) is involved, but it is up to the client tool to respect that information and create a proper query and report. The power bimatrix is multipledimensions and. To use grouping, select two or more elements on a visual by using Ctrl+Select. Clicking the Edit Groups option will open the following window. Let us see how we can move or exchange a column in the Power Bi matrix visualization. Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.. Power BI Matrix Multiple Column - SPGuides Or multiple columns with distinct (unique) combination of values, for a table expression argument. They are related to the data types and the operation being performed: knowing these details helps you write more robust DAX formulas and avoid errors in comparisons. If you also want to learn some ways that do not work, keep reading!). Read the article until the end to understand why you should also include City in the Group By Columns attribute for the City (unique) column. By using a Matrix visual in Power BI, we are forced to create two nested levels of aggregations: we can probably work on other visual properties to make the report look less weird, but the Matrix does not work well in this example. Matrix two columns under one column, How a top-ranked engineering school reimagined CS curriculum (Ep. I did come up with a script to create each of the calculation items, might do a post about it. Then we want some time calculations over these measures so we fire the Time Intelligence Calculation Group Script selecting the measures as affected measures. If it doesnt meet your requirement, could you please provide a mockup sample based on fake data and describe the measures? The drill-down feature is not presented in the Table visual Power BI. In the Rows field, drag and drop the two or more column fields, here I have selected the Parent and Child column field as shown below: And then select the drill down presents in the matrix visual as mentioned below: If the. Therefore, we can consider this feature only for Power BI models at this time; we will update the article if and when the support is extended to Analysis Services. Hi @Harsh Im still running into the same issue. Here is the full measure: 1 - Identifies each subtotal row in the dimAccount table that contains a max value of 1, and is used to activate the subtotal expression. Another common use is for representing geography: Country . Looks like I would have to implement the original solution, even as it is not so straightforward. Content Discovery initiative April 13 update: Related questions using a Review our technical responses for the 2023 Developer Survey, Custom aggregate column in power bi matrix. Also, check: Power bi change color based on value [With 13 real examples]. Funny thing is that I thought I was replicating something that worked, but turns out I was implementing it differently. Please can you let me know how to do it. As described later, the Group By Columns property should also include the City column, but for the purpose of this explanation, we are skipping this step for now. You can select multiple items using the Shift key and separate items using the CTRL key. Can we do any better? You can download the free version of Tabular Editor from here and the paid version from here. ): With the following columns in the matrix fields: This is a sample of the dataset. Returns a table with new columns specified by the DAX expressions. Using the Group By Columns property comes with side effects to DAX that you must consider when you author measures. of course! Let us see how we can apply conditional formatting based on the value for the selected Matrix visual chart in the Power BI. Instead of creating an expand/collapse outline, it pastes a row above and visually groups them. We can directly move or exchange the columns presented in the visual, if we want to move or exchange then only we can change in the column field section. It is clear we need to be able to select combinations of base measure + calculation, and the best way to do that is with measures. The result absolutely remains the same and accurate only the presentation of the Matrix has been changed. Therefore, the selected dates are 1/03/2021 to 31/03/2021. This however works a little bit differently from row grouping. If you try to use SELECTEDVALUE on the visible column of the table generated by the Fields Parameters feature in Power BI, you get the following error: Calculation error in measure Sales'[Selection]: Column [Parameter] is part of composite key, but Read more, This article analyzes the fields parameters feature in Power BI, unveiling some of the internals of its implementation. Thank you. The power bi matrix is multiple dimensions and rows and columns are not fixed. I have a data set that includes First Name and Last Name as discreet fields. Matrix In Power BI Using Calculation Groups - Enterprise DNA The only thing is that if you change a calc item name from the measures one youll have to update the measure group calc item to match it! Well, this is a very simple calculation group. In Tabular Editor, select the column City (unique) (1) in the Customer table, select the button to open the Choose Column dialog box in the Group By Columns property (2), select both Customer[Country] and Customer[State] in the Choose Column dialog box (3) by holding down the CTRL key as you click the two columns, and click OK (4) to close the Choose Column dialog box.