About this lesson
The matrix is similar (but not the same as) Excel's PivotTable. In this lesson we will show how to work with this specific visual.
Working with Matrix visuals in Power BI.
When to use
Matrix visuals are useful where you want to be able to show tabular data, display subtotals, and drill in and out of different layers.
Creating Matrix Visuals
- Select the Matrix visual
- Fields you wish to see down the left column of the visual should be dragged into the Rows area
- Fields you wish to see across the top row(s) of the visual should be dragged into the Columns area
- Fields you wish to see in the main body of the visual should be dragged into the Values area
- Dragging multiple fields into the Rows or Columns area will activate Drill Down
- Dragging multiple fields into the Value area will render side by side columns of data
- Visual formatting can be done via the fields under the paint roller in the Visualizations area
Hints & tips
- Format your measures (on the Modeling tab) as you’d like them to show in your matrix. While the matrix won’t let you declare a specific number format, most other visuals will
- Start your formatting by choosing the closest Matrix style to what you want, then further customize via the other options
- The Condensed Matrix Style takes up the least room on the visualization canvas
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