Power BI Visual Guide #1 - The MATRIX Pt1 - Configuration and Formatting Options Explained in Detail

The Power BI Matrix visual is widely used and jam-packed with functionality. In this video I'll talk you through some of the key configuration and formatting options and give you some ideas for how you might want set-up a matrix in your dashboards.
Key sections of the video
3:20 - Changing the look and feel style of the matrix
4:40 - Adding and removing grid lines
5:00 - Changing the cell padding and outline colour
6:16 - Formatting column headers
7:00 - Auto sizing column headers - switching on/off
8:44 - Updating all text sizes at once
10:27 - Row header layout options
13:59 - Formatting the values in the matrix
16:20 - Totals and subtotals on rows
22:05 - Column totals
23:00 - Grand totals
24:37 - Field formatting options
25:29 - Getting started with conditional formatting
I mention the "Maintain Layer" option. This video explains how to set this up...
QT#37 - Keep Power BI visuals in their place! Stop backgrounds covering visuals when clicked.
• QT#37 - Keep Power BI ...
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[@dcpowered]

This is the best explanation for using the matrix visualisation!! Please keep it going! Thanks!

[@jasondavidsondata]

Thanks so much for your kind words. I'm glad you've found it useful. 😊

[@nandlal123]

thanks for info, it helped me a lot, I am a beginner to Power BI

[@jasondavidsondata]

Hi, Thanks for your comment. You've got an exciting journey ahead of you!

[@Cikmeeyah]

Hi, do you know on how to make matrix's header display vertically instead of horizontally

[@andrewsinha2785]

Hi Jason, Just stubbled on your channel. This is the first video of yours I've looked and what can I say, brilliant! I've obviously subbed and liked. I will watch more. You are offering something cleaner and cooler than the others I've looked at. I do hope you grow your channel as I'm sure you will. Cheers Andrew

[@jasondavidsondata]

Hi Andrew, thanks very much for your kind words. Hope you find the other videos just as useful! 😀

[@Serraomomma]

Thank you for this video. Will you show it with the matrix out of sort order? Then the tools and tricks to force the matrix to sort correctly?

[@jasondavidsondata]

Hi Roxanne, the part 2 matrix video covers the sort order of columns. Is that what you are looking for? The link to pt 2 is in the description. Cheers Jason

[@Serraomomma]

@@jasondavidsondata Thank you Jason. I watched part two and figured out that my numbers were stored as text. Once I changed them to
"Whole Number" do not summarize, it worked like a charm!

[@jasondavidsondata]

Great stuff. That's good work figuring it out.

[@user-qt9cz2kp6w]

Your videos are simply greeaaaat!!!
Really thanks!,
just one doubt; do you know if there's a way of apply some conditional color to each different "row header" but only in the first level??
"taking your video example, Apply a different color to the "DRILLING", a different color to the "ENGINEEERING", etc), or better yet; is there a way to insert a shape and dynamically link the movement of to each "Row Header Title" (in the case that you expand or collapse the row)
Regards!!

[@jasondavidsondata]

Thanks so much for taking the time to write such a bit of great feedback. I'll need to investigate your question in a bit more detail, but I think I know what you mean.

[@user-qt9cz2kp6w]

@@jasondavidsondata thanks team!!! In case you fino out something, please let me know🙌

[@Griffindor21]

Great video! Will it also work if the fields are from different tables?

[@leeneeseeguan6975]

Hi, would it possible to format specific entire column color in matrix without focusing by value, example i have most aging week column, middle week column and no aging week column where i would like to specify the color code by Red, Yellow and Green from most aging to no aging. How can i do that in matrix pls?

[@samcaseybolade5368]

Thanks Jason. Is there an update on export of Matrix to CSV or Excel?

[@sconnell194]

👍