20 tricks to finally master the Matrix visualization in Power BI!!

[@kishore_p93]

"Show columns on rows" was a big time life saviour for me! Thanks a ton Ruth! 🔥

[@CurbalEN]

Yey!! /Ruth

[@abhijeetghosh27]

@@CurbalEN Really Ruth... It was a big time life saviour..thanks for these wonderful videos 😃😃

[@CurbalEN]

Yey!! 🥳🥳

[@MoodyVideoGraphies]

Yes true... Thanks a ton.

[@w13ken]

Ruth, there are a lot of great tips here but one of the simplest is also a real time-saver: searching for all text and alignment fields at once. Many thanks for sharing your advice across so many excellent videos.

[@CurbalEN]

And thanks for your feedback !

[@EricaDyson]

Great summary. I didn't you could enter text and find all the options containing that text. A big time saver! Thanks toda muchas gracias, tack!

[@CurbalEN]

Yes, and you can do that with any visual property!!

[@lwmass2082]

That "show on rows" piece just saved me a whole lot of work! Thank you!

[@Victor-yn6lv]

Hi Ruth, Thank you so much for your video. I have been looking for the function of showing values as rows for several days. Your video saved me a lot of time!!!

[@CurbalEN]

Music to my ears!!

[@elrevesyelderecho]

6:51 Show in columns has been save my life several times. On my experience, Excel Finance user and some Sales People love to have table in that way. It works / looks fine if you have few categories-few rows, so if give you a quick overview about how the month is going on and adding a KPI/conditional formatting provides a quick look of it's red or green. It is more like a manual table created on a spreadsheet where each value is in cell (C2) and below the other one (C3) and so on. Sometimes I used to save space on the canvas. Having columns "unpivoted" give more space to the right save of the visualization

[@CurbalEN]

Thanks for sharing !!

[@yannickfranckum6589]

I had the same experience working for a customer. Measures on rows, and actual, goal, prior year, changes,... values on columns. To finally have like a KPI matrix and being able to have an overview.

[@shanefairbairn7141]

I always appreciate your helpful tips, Ruth! You are legendary 😊

[@CurbalEN]

😊😊

[@KawanExcel]

Thanks Ruth, This escaping me from messing up with the matrix.

[@Nelmistro]

I just had to sign into my KZbin account and like this video because this video has really helped me out!

[@CurbalEN]

Thanks for the feedback :)

[@estebanbustos1398]

Is the first time that I watch one of your videos, thank you for all the passion that you transmit while you're explaining. Greetings from Ecuador!

[@CurbalEN]

And thanks to you for the feedback!

[@djalmayepezr]

Gracias "Curbal" eres una tigresa en el los tips de Power BI....Good luck and happy day!!!

[@KungFuData]

This one video is probably the most useful thing i've seen in powerbi

[@CurbalEN]

Wonderful to hear!

[@vishakhakumar3854]

Thank you so much! Keep sharing making segments and spreading the love

[@CurbalEN]

Will do!!

[@Nola_Travel]

Thank you Thank you Thank you!! I cannot tell you how many questions this solved for me!!

[@rakahs5]

Many Thanks. Super useful

[@guilhermeantunes9323]

Thank you! Great Video!

[@miguelleon8627]

Many thanks for the tip 7 and 8 and great content.

[@CurbalEN]

Fab!!

[@mamunabdullahywna]

Thanks for the video. Very helpful indeed

[@aas2943]

wonderful ......thanks a lot

[@aas2943]

ur great

[@BEELZEBRO666]

Hey Ruth , love this. Just this week I developed a report using a Matrix and some clever tooltips to display covid patients /wards they are on and then on tooltip display all patients who shared a space with them on each date as they go from positive/negative etc. It looks amazing and really shocked me how much you can squeeze out of BI and matrixs in particular.

[@CurbalEN]

Sounds really cool, well done!! 👏👏

[@manueloctavio3249]

thanks very much Ruth, you are my inspiration

[@CurbalEN]

Thanks!

[@vdn5716]

the best i was looking like anything best in the business thanks

[@GurpreetSingh-qz4no]

Thank you so much very informative

[@pgrealestate2005]

Thanks so much I didn't know about the show rows as columns options shaved 2 to 3 seconds in load time because of combining vizs

[@CurbalEN]

Priceless!

[@shoeb1359]

Big Thank You Ruth :) you have cleared all my confusion related to Matrix Visual specially +/- & Step Layout. I have one question on matrix ,can we achieve slicer to highlight values instead of filter in matrix.

[@Entertainmentmod]

I got solution with help of this video, thanks lots

[@kingdomarrows7508]

Brilliant summary and a great go-to resource....thanks very much Ruth. Keep well.

[@CurbalEN]

You too Dave and thanks :) /Ruth

[@karthiksunku8965]

Thanks for sharing the knowledge... Really gud one 😊

[@CurbalEN]

The matrix has like 1M settings so I hope this takes us one step forward! /Ruth

[@muskhha]

Very nice and veeeeery useful tips…. Thanks for sharing this video

[@CurbalEN]

Thank you for watching!!

[@IvanCortinas_ES]

Excellent tutorial Curbal. Super explanation!!!

[@CurbalEN]

Yey 🥳🥳

[@hangtrinh7207]

Great video.. Thanks for sharing nice video

[@Mahmoud-mf8hn]

You saved my life ( once again)!

[@CurbalEN]

At your service !!

[@shagunagrawal2003]

Thank you so much!!

[@ssma1368]

Dear Ruth, Thanks a million for your brilliant tutorials!!! Number 8 (show column as row) was new for me👌

[@CurbalEN]

🥳🥳🥳

[@mischapeters5204]

@@CurbalEN I can't find the show on rows option in the value pane, it seems that is no longer available anymore, am I correct?

[@gorxor]

You are so super funny while explaining stuff. Awesome

[@happyheart9431]

Million thanks

[@samuelraj4134]

Thank you😊

[@poojamathapati3489]

Applied some of these tips in my matrix report. Thanks Ruth

[@SachinGupta-bk8mt]

It's really really helpful, thank you so much 😊

[@alexisroj]

Gcs Ruth, Show columns on Row, lo había usado y no me acordaba donde estaba, te ganaste un like.

[@CurbalEN]

Y tu también ;)

[@MobileMusic]

After searching for a property, you can also reset the Format settings by clearing the Search box or clicking on Fields tab and back on Format tab.

[@hiolka]

Dear Ruth, there are two things that are still bothering me in a matrix, maybe you have a solution for it as well: 1. is there a way to sort the columns headers (e.g. from left to right) based on the column totals (not column names)? 2. if in a martix in the column area you have e.g. years (2017, 2018, 2019) and value sales and unit sales, the first layer of the column headers is a year and then all values below. Is it possible to reverse it (like in pivot tables in Excel) that first you have e.g. value sales (and years below) and unit sales (and years below)? I can't seem to find that option. I would really appreciate some tips on it. Many thanks in advance! :-)

[@joaorataoo]

Excellent video and explanations. What I would like to know is how to show the subtotals and not display the grand total.

[@icosorio1]

Thanks so much for sharing these! :)

[@fajnefajne4339]

Thank you very much. Very useful.

[@victorventura718]

Thank you very much!!! This video helped me a lot.

[@joseagundis1]

Gracias Ruth excelentes tips para formatear matrices. Buen fin de semana.

[@CurbalEN]

Igualmente :)

[@nehajain3518]

Some great content here Ruth! Thank you!

[@joseantoniolatorre5773]

Totals and SubTotals... jajaja. Great trick in order to hide the subtotals only in rows!! 👌 Thanks a lot!!

[@CurbalEN]

You welcome!

[@ilikedigitallogic5059]

Many Thanks , I like your video so much.

[@CurbalEN]

Thanks!

[@dezhenghuang6945]

Great video! really useful!

[@CurbalEN]

Fab!

[@adrloch]

Great tips, most I will be using. Thanks

[@CurbalEN]

Yey!! 😊😊

[@madiakns]

Hi Ruth, I need your suggestion for how to approach to create this report Scenario: I want to build something like a quick YOY comparison to identify the Sales gap of a client (Slicer) between last year vs Current year by Month by product Example: Last yr a Client bought 10 products Worth $1,20,000 in July Current situation is CY($70,000) - LY($1,20,000) = $-50,000 (which is easy to calculate) Now I want to build a dashboard which can dig deeper and can identify the reasons of the GAP. There can be 5 reasons for GAP 1) Few products didn't get sold this year (Cancel) 2) Few products got sold before July (Early Renewal) 3) Few products got Postponed (Late Renewal) 4) Products booked with less value (Discount) 5) New product Sold this year (New) I have been doing this evaluation manually But is there a way if I can click a client of a slicer, it can show me the above 5 reasons...

[@amakaamaka3959]

Pls honey am in love with all the tutorials. More GRACE.

[@karthickrajachandrsekar253]

Thank you for tips, Is there anyway I can show the Matrices without scroll bar, just break the table and show side by side?

[@anaballesteros-sosa4007]

Thanks so much. Very useful. Much appreciated

[@CurbalEN]

My pleasure!!

[@renatoviniciusferreiraluiz4677]

Great video!!!

[@bradpears8789]

Hi there!! I figure you guys will know this one for sure!! I have a matrix visual and want to add a series of true/false data columns to it. Unfortunately, data with a data type of "True/False" displays as an INT and is giving me a "Count of {fieldname}" in the data options rather than a "not summarized" option for the True or False column when used in a Matrix visual. All I get is a value of "1" for every true/false column in the matrix. I know you guys will know a workaround!!! I am using the April 20224 version of PowerBI. Thanks!

[@bradpears8789]

I just created calculated columns and set them to either "true" or "false" based on whatever the original column value was and then used those calculated columns in the matrix instead. Works fine but maybe there is a better way to do this so that no additional columns need to be created....

[@cesarpadovani]

All very interesting! Thanks for sharing! 👏👏👏

[@CurbalEN]

Yey!! 🥳🥳

[@soubhagyamahato7039]

Thank u so much...

[@markolson7853]

Loved the tips thank you Ruth. I notice that the YOY 178% never was centered. I am having problems finding out how to center my Totals on the row and column

[@neilgore]

awesome thanks

[@nelcor9498]

Thank you. i enjoyed the video. You explain everything so well. :)

[@CurbalEN]

Thanks Nel!

[@MrAszpic]

oof, the subtotals configuring can have a face wash on a future update. The Show on rows property was new for me. Really enriching video, thanks!

[@CurbalEN]

My pleasure Ary!! /Ruth

[@I_am_cooked_For_Life]

Appreciate your tutorials. Keep up the good work!

[@CurbalEN]

Will do! :) /Ruth

[@deepsagar9]

OMG!!! You saved me a lot of time. Just one more question - If in the matrix, i want to show the average ( in place of Grand Total)- Is there a way to do it?

[@robertbarkovicz800]

Thanks for your video. Is there any way to show group headers, then a specific measure for those groups and add then a further group and measures? I can do this in reporting services, but I am not able to find a way in Power BI.

[@galellopez4214]

Thanks a lot for sharing, Great video.

[@CurbalEN]

Thanks 😊

[@praveenrajan1559]

Thanks Ruth, very useful for me . I have a question... In a matrix, there are 5 rows like sales, sales visit, sales prospect, sales order... i want to collapse these 4 sales into 1sales row (only sales)? Plz help....

[@skulz66]

thank you so much! very helpful!

[@CurbalEN]

Yey!! 😊

[@sharayupadir8927]

Thank You Ruth for the very usefull content ,my question is can we move quick measure column from values to the rows in matrix

[@CurbalEN]

You should, but I have never tried

[@TacticsBI]

Another perfect video .. Thanks!

[@CurbalEN]

Yey!! 🥳🥳

[@gerrieolivier5099]

Can you put an Icon on just the subtotal level of a matrix, so when you expand a level only the toal has an icon

[@dariom5073]

Thanks!!!

[@CurbalEN]

Yey!!

[@krishnak6102]

Hi Ruth, Is there any way we could change Column order? Thanks for your tips.

[@abhijitzarekar9509]

Hi Ruth, Thanks for the video! I have a question in matrix visual which I am still trying to solve. I want to display zeros in blank cells on a matrix but I can't find way to do that

[@ravianand4250]

Hi it's really amazing video, that helps to save some time..I have one query on Matrix table hoping you will answer that..let us suppose in Matrix table I have 5 columns..and I want to make font type is bold for only one column how will I do that.

[@suktvm]

Is there any way to drill down for rows as well as columns together

[@mihir_thakkar4305]

Thanks for sharing this information. it was helpful. I have a question related to sorting Columns. "Suppose we have 4 columns (A, B, C, D) then they are sorted by default alphabetically. What if I want Column C to always displayed 1st, then A, B and D in any order?" please let me know about it. Thanks.

[@totxulotop]

I have a matrix that is sorting automatically by totals, I need to sort it when clicking on one of the column headers, I cant find the solution for it. Thanks

[@shirleydeng157]

Thank you, these tips are very useful. Is there any way to add a custom row into the matrix?

[@shadogroot8367]

Hi Ruth, is this possible? In power bi, i created a matrix visual with rows division, group, category, class, subclass and brand, now I have a supplier slicer, now I want that once I filter a certain supplier, I want the division, group, category, class, subclass to be filtered only for those that has that supplier but I want to show all the brands from the filtered division, group, categories, class and subclass whether those brand is from the supplier or not. The name of the table is 'item Details'. The matrix visual to be used is only 1.

[@mathew9665]

Here is a question for you - you have a column label, but you want to only state your measure names once - as such you want your measure names above the field used for columns how can you do this without using calculated groups?

[@bettym7054]

How do you do conditional formatting row by row and also cell by cell

[@gmartinezm]

Thanks for the video, I have a question, what if I want to visualize all the columns always regardless of the filters or content... i.e. Sales for all months including when there were 0 on months.

[@kadirkkkk]

I've seen a trick. Assume that there are product weights with grams, ons and others. It writes the values with unit like 125gr. And also they have the option to show the sum in one of the choosen unit. They do it with calculation groups format string.

[@bcippitelli]

Thanks Ruth! I really like it! Gracias campeona mundial!

[@CurbalEN]

Yey!!

[@foziayimam4159]

Show on rows will move all columns to rows but is it possible to move specific colmun to row?

[@vartikathakur4273]

Is it possible to keep the rows expanded by default instead of using "+" sign

[@prakashpalle6531]

Thanks for the video. Is it possible to change the subtotal labels as dynamic. Currently there is no option to change subtotal labels to dynamic based on the values?

[@mokshi02]

Hi For me column header is not showing That is the product name header is not displaying Can you tell me why is that happening.?

[@rebecca4762]

Hi Ruth (and everyone) great video, learned a ton! My 'show on rows' is nowhere to be found, does anyone have any idea why and how I can fix it?

[@CurbalEN]

Should be there, search for it instead

[@yogeshpagadala3225]

Hi Ruth, Is there a way to disable sort by headers option for matrix visual

[@CurbalEN]

The only wat to do that is to rebuild the matrix :(

[@SandeepNunna-g2r]

How to add horizontal scrollbar for Expanded rows in Power BI Matrix? I have turned off the stepped layout for the matrix & added more fields to the row section. But I can't Horizontally scroll through the expanded rows section. It's like frozen. Is there any way to scroll that?

[@avantikasubudhi1731]

Thanks Ruth. I am putting a date hierarchy in the columns and it returns 0 in unselected dates. The column header still appears for the dates u selected in the filter but with no values. How can I hide those date columns ?

[@chetankumarborkar7163]

Thanks for sharing the wonderful tips. Stepped layout and formatting will give the professional touch to my monthly presentation.

[@mariabhdez]

Is it possible to use a customize color in the columns headers depending of the value? I have a matrix where the columns are the different customers and I would like to use a different column header color for every customer...HELP

[@samsonshewangizaw9971]

Hi, is it possible to freeze specific number of rows in Matrix Visual?

[@lexiteximexi]

11:30 Is it also possible to change the formatting (conditional formatting) of "CategoryName"? So Rows?

[@elianlyding9056]

Hello Ruth, thank you for providing hi quality content, first of all! Really appreciate it and saved me several times. Regarding the matrix visual I have a question. If my columns are different months, for like a forecast over time or similar. Is it possible to make a setting as rotating colours. Meaning January white, February Black, March white, April black for easier readability? Searched quite a bit , couldn't find it. If you can make a video about this, greatly appreciated!