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Matrix (visual) totals and subtotals in Microsoft Power BI
In this Tiny Tip, Belinda will uncover the secrets on getting only the (sub)totals that you want to see, using the Microsoft Power BI Matrix visual.
The most important thing to note is that the Grand Total is a Sub-total. This means if you turn off the Sub-Totals, the grand totals disappear as well.
The Grand Totals will only always stay visible on the visual if you have the Stepped layout on; but if you turn the Stepped layout off, you can alter the labels for the totals.
Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years.
Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve.
Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.”
In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)
View all posts by Belinda Allen
2 thoughts on “Matrix (visual) totals and subtotals in Microsoft Power BI”
Great post.
On my visual I need to remove the Grand Total from the visual but cannot find a way to do it. Any assistance is greatly appreciated.
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