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.
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!!!
I have referenced this SO MANY times - a lot of it for the same thing over & over because for some reason I just cannot remember how to do the "step out"! Thanks so much :)
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
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.
Really wanted to say that your videos are really entertaining while also being informative. I come home from work working with Power BI all day (I am blessed, this is almost a hobby) and to relax I put on some of your videos :) definitely makes it easier to learn - and everything is told in plain English that is easily understandable. In return I try to support with a comment and a like wherever I can! :)
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! :-)
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.
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.
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.
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...
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?
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
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?
Hi Ruth, It's really appreciate of sharing knowledge on matrix , it's really complex. I have to cross a scenario like we have -/+ icon enable for row wise right, is there a way to have in column like you shown three columns right in that we will show only percentage by expanding we need to see the sales and one more column value you shown in video?
Thank you Curbal, I really thank for great content, your videos are helps a lot. May I know the approch how can we change the font to the specific column vales in matrix.thanks
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.
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....
Thanks Ruth for sharing your knowledge !! Is it possible in the same matrix have the grand total for considering the filtered rows AND the grand total without considering the filtered rows like the option in excel classical pivot? Thank you in advance!!!
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.
Thank you for the tips! Is there a way to set up standard default settings in Power BI? If there aren't, there should be. It would save a lot of time to select a carryforward default and not have to change settings every time.
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.
Great video! However I'm still figuring out how to create a profit and loss statement with a matrix visual. Especially how to enforce a fixed layout and custom subtotals are tricky. Anone some good suggestions how to start?
Unfortunatelly Power BI does not offer adeqate solution (Huge disadvantage!!!). You can try for example to prepare separate measure for each line of P&L and then use "Values show on rows" option in matrix. Check also: ruclips.net/video/lzYaveNRcQU/видео.html
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
Is there a way to torn off the sorting option on the column? i have tried this but it just wont go away. i need to load my row values in a certain order but it keeps sorting it. is there any way around this? i m missing ssrs so much after this problem. 😊
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!
It’s a great video - many thanks. Is there a way to align totals in the centre as well? It looks a bit wired to have all values aligned in the centre but not totals. Thanks again
Thank you so much! Is there any possibility to do a conditional formating in Matrix for rows? For example, I have a column country and then a value population. So, I want to see country in red if population is greater than 50 billions.
Thanks Ruth! A very informative video. One issue I am grappling with is that the grand totals are not always the sum of the measures displayed in the columns. Like for instance we have a matrix for surveys. We should the participant count against the category (Say location wise) as count distinct of employee no. When the measure value is count distinct the grand total is not displayed correct. Is there any way to fix this?
hey this explains very well ,though is there a way in Matrix to show the Meaure only in the column Total and not in Values ? For example My column in the matrix is Week 1,2,3 ,4 and Values i have Sales , forecast, stock in hand - i just want to show Sales and Forecast and SOH as my column total at the end of 4 Weeks? How can i acheive that ?
Great video. I'm trying to create not only a difference measure between seperate values per date as ell as icon showing the change e.g. >1 ^ (icon), 0 = - (icon) and
Thanks Ruth. Do you know if there is a way of conditionally formatting row headers in a Matrix? I have a matrix with sales per employee and need to conditionally highlight (change background color ) for an entire row (row header and values) for new employees. I can do that in the values but I don't know how to do it in the row headers so that the entire line has the same background color
Hello Ruth, As always very informative video. Thanks a lot. Is it possible to have row subtotal as average and column subtotal still be a total or sum?
Hello there Ruth. Kudos for the presentation! Do you know by any chance when the custom column sort will be available for the matrix visualisation? It is available for the table visualisation and it would be great to have it for the matrix as well...
My question is related to conditional formating : can we change icon colors of values section in matrix based on another field(the colors are not based on value but another column)
"Show columns on rows" was a big time life saviour for me! Thanks a ton Ruth! 🔥
Yey!!
/Ruth
@@CurbalEN Really Ruth... It was a big time life saviour..thanks for these wonderful videos 😃😃
Yey!! 🥳🥳
Yes true... Thanks a ton.
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.
And thanks for your feedback !
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!
Yes, and you can do that with any visual property!!
That "show on rows" piece just saved me a whole lot of work! Thank you!
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!!!
Music to my ears!!
I have referenced this SO MANY times - a lot of it for the same thing over & over because for some reason I just cannot remember how to do the "step out"!
Thanks so much :)
I do the same 😂
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
Thanks for sharing !!
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.
This one video is probably the most useful thing i've seen in powerbi
Wonderful to hear!
Really wanted to say that your videos are really entertaining while also being informative. I come home from work working with Power BI all day (I am blessed, this is almost a hobby) and to relax I put on some of your videos :) definitely makes it easier to learn - and everything is told in plain English that is easily understandable. In return I try to support with a comment and a like wherever I can! :)
An honor to be your wing (wo)man ;)
And thanks for the support, it does make a difference!
100 % agree with your words..Million Thanks Curbal
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!
And thanks to you for the feedback!
Thank you so much! Keep sharing making segments and spreading the love
Will do!!
I always appreciate your helpful tips, Ruth! You are legendary 😊
😊😊
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! :-)
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.
Thanks Ruth, This escaping me from messing up with the matrix.
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.
Sounds really cool, well done!! 👏👏
Gracias "Curbal" eres una tigresa en el los tips de Power BI....Good luck and happy day!!!
I love your changing text size trick!! Thank you for the awesome tutorial =)
Thank you Thank you Thank you!! I cannot tell you how many questions this solved for me!!
Brilliant summary and a great go-to resource....thanks very much Ruth. Keep well.
You too Dave and thanks :)
/Ruth
Dear Ruth, Thanks a million for your brilliant tutorials!!! Number 8 (show column as row) was new for me👌
🥳🥳🥳
@@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?
The show only grand total trick is awesome too!
Excellent tutorial Curbal. Super explanation!!!
Yey 🥳🥳
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.
Applied some of these tips in my matrix report. Thanks Ruth
I just had to sign into my RUclips account and like this video because this video has really helped me out!
Thanks for the feedback :)
Thanks for sharing the knowledge... Really gud one 😊
The matrix has like 1M settings so I hope this takes us one step forward!
/Ruth
Some great content here Ruth! Thank you!
Thanks so much for sharing these! :)
It's really really helpful, thank you so much 😊
Thank you for tips, Is there anyway I can show the Matrices without scroll bar, just break the table and show side by side?
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...
Thanks to share such tips. Nice options. Really good video.
Thanks!!
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?
Gcs Ruth, Show columns on Row, lo había usado y no me acordaba donde estaba, te ganaste un like.
Y tu también ;)
Thank you, these tips are very useful. Is there any way to add a custom row into the matrix?
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
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?
Great tips! Helps save a lot of time. Thanks!
My pleasure!!
/Ruth
Hi Ruth, Is there any way we could change Column order? Thanks for your tips.
You are so super funny while explaining stuff. Awesome
Many thanks for the tip 7 and 8 and great content.
Fab!!
the best i was looking like anything
best in the business thanks
Thank you! Great Video!
Hi Ruth, It's really appreciate of sharing knowledge on matrix , it's really complex. I have to cross a scenario like we have -/+ icon enable for row wise right, is there a way to have in column like you shown three columns right in that we will show only percentage by expanding we need to see the sales and one more column value you shown in video?
Thanks for the video. Very helpful indeed
Excellent video and explanations.
What I would like to know is how to show the subtotals and not display the grand total.
Thank you very much!!! This video helped me a lot.
Nr 8 was new for me. Keep up these good vids, you have a great way of communicating this stuff :-).
Thanks!
/Ruth
Very nice and veeeeery useful tips…. Thanks for sharing this video
Thank you for watching!!
Thank you very much. Very useful.
Thank you Curbal, I really thank for great content, your videos are helps a lot. May I know the approch how can we change the font to the specific column vales in matrix.thanks
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.
Your genius...Million million thanks..
Gracias Ruth excelentes tips para formatear matrices. Buen fin de semana.
Igualmente :)
You saved my day! ... Again :-)
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....
Thanks Ruth for sharing your knowledge !! Is it possible in the same matrix have the grand total for considering the filtered rows AND the grand total without considering the filtered rows like the option in excel classical pivot? Thank you in advance!!!
Great tips, most I will be using. Thanks
Yey!! 😊😊
You saved my life ( once again)!
At your service !!
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.
Great video.. Thanks for sharing nice video
Thank You Ruth for the very usefull content ,my question is can we move quick measure column from values to the rows in matrix
You should, but I have never tried
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
Priceless!
Appreciate your tutorials. Keep up the good work!
Will do! :)
/Ruth
Thank you for the tips!
Is there a way to set up standard default settings in Power BI? If there aren't, there should be. It would save a lot of time to select a carryforward default and not have to change settings every time.
Thank you so much very informative
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.
Great video! However I'm still figuring out how to create a profit and loss statement with a matrix visual. Especially how to enforce a fixed layout and custom subtotals are tricky. Anone some good suggestions how to start?
It is in my list to crate a P&L, I just need time!
Unfortunatelly Power BI does not offer adeqate solution (Huge disadvantage!!!). You can try for example to prepare separate measure for each line of P&L and then use "Values show on rows" option in matrix. Check also: ruclips.net/video/lzYaveNRcQU/видео.html
All very interesting! Thanks for sharing! 👏👏👏
Yey!! 🥳🥳
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.
thanks very much Ruth, you are my inspiration
Thanks!
2.20 Search "text" and update size is a life saver :)
It definitely is :))
Thank you. i enjoyed the video. You explain everything so well. :)
Thanks Nel!
Great video! really useful!
Fab!
Great video!!!
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
Is there a way to torn off the sorting option on the column? i have tried this but it just wont go away. i need to load my row values in a certain order but it keeps sorting it. is there any way around this? i m missing ssrs so much after this problem. 😊
Thank you so much!!
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!
It’s a great video - many thanks. Is there a way to align totals in the centre as well? It looks a bit wired to have all values aligned in the centre but not totals. Thanks again
Pls honey am in love with all the tutorials. More GRACE.
Thank you so much! Is there any possibility to do a conditional formating in Matrix for rows? For example, I have a column country and then a value population. So, I want to see country in red if population is greater than 50 billions.
Totals and SubTotals... jajaja. Great trick in order to hide the subtotals only in rows!! 👌 Thanks a lot!!
You welcome!
wonderful ......thanks a lot
ur great
Thanks Ruth! A very informative video. One issue I am grappling with is that the grand totals are not always the sum of the measures displayed in the columns. Like for instance we have a matrix for surveys. We should the participant count against the category (Say location wise) as count distinct of employee no. When the measure value is count distinct the grand total is not displayed correct. Is there any way to fix this?
Gracias Ruth , muy productivo como siempre .
Perfecto! :)
Thanks so much. Very useful. Much appreciated
My pleasure!!
hey this explains very well ,though is there a way in Matrix to show the Meaure only in the column Total and not in Values ? For example My column in the matrix is Week 1,2,3 ,4 and Values i have Sales , forecast, stock in hand - i just want to show Sales and Forecast and SOH as my column total at the end of 4 Weeks? How can i acheive that ?
Thanks a lot for sharing, Great video.
Thanks 😊
Great video. I'm trying to create not only a difference measure between seperate values per date as ell as icon showing the change e.g. >1 ^ (icon), 0 = - (icon) and
Thanks Ruth. Do you know if there is a way of conditionally formatting row headers in a Matrix? I have a matrix with sales per employee and need to conditionally highlight (change background color ) for an entire row (row header and values) for new employees. I can do that in the values but I don't know how to do it in the row headers so that the entire line has the same background color
Thanks for sharing the wonderful tips. Stepped layout and formatting will give the professional touch to my monthly presentation.
Hello Ruth,
As always very informative video. Thanks a lot. Is it possible to have row subtotal as average and column subtotal still be a total or sum?
I know this is a old video and I was going through it again to see whether it covers what I am looking for.
Many Thanks , I like your video so much.
Thanks!
Thank you so much, I use this visual a lot, my only challenge is where do I set up the column width???
You cant , the only way is to do it manually 😱
@@CurbalEN Pls check this video, I tried to follow it, but I still don't understand ruclips.net/video/gh0gc_6wtL0/видео.html
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?
Should be there, search for it instead
Thanks so much. Very helpful...
Yey!! 🥳🥳
Hello there Ruth. Kudos for the presentation! Do you know by any chance when the custom column sort will be available for the matrix visualisation? It is available for the table visualisation and it would be great to have it for the matrix as well...
I am afraid I dont know , hopefully soon!!
/Ruth
My question is related to conditional formating : can we change icon colors of values section in matrix based on another field(the colors are not based on value but another column)