By default, the icons will match the formatting of the row header, but you can customize the icons’ colors and sizes separately if you want. You can also add +/- buttons to the row headers through the formatting pane under the Row headers card. You have similar options for collapsing row headers as well. You’ll see options to expand the specific row header you selected, the entire level, or everything down to the very last level of the hierarchy. The first is through the right-click menu. There are two ways you can expand row headers. They aren't solely based on the visible values. When you look at totals and subtotals, remember that those values are based on the underlying data. This is a common pattern when the value you’re summing is on the ‘one’ side of a one-to-many relationship. Thus, the accurate total from the underlying data, and a simple addition of the visible values, do not equate. However, since a salesperson shows up against multiple dates, the numbers can appear more than once. In this example, each row in the matrix visual farthest to the right is showing the Amount for each salesperson/date combination.
Take a look at the following matrix visuals. This means you can end up with different values in the total row than you might expect. For total and subtotal rows, Power BI evaluates the measure over all rows in the underlying data – it isn't just a simple addition of the values in the visible or displayed rows.
#Subtotal versus total versus grandtotal how to#
Understanding how Power BI calculates totalsīefore jumping into how to use the matrix visual, it's important to learn how Power BI calculates total and subtotal values in tables and matrices. Sharing your report with a Power BI colleague requires that you both have individual Power BI Pro licenses or that the report is saved in Premium capacity.
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