Skandh Gupta

Skandh Gupta started this conversation 2 months ago.

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How can I achieve a matrix table in Power BI with columns like Calendar1[Monthyear], Calendar2[Monthyear], Header[Paid], Header[BilledAmount]?

"How can I create a matrix table in Power BI with columns like Calendar1[Monthyear], Calendar2[Monthyear], Header[Paid], and Header[BilledAmount]?"

codecool

Posted 2 months ago

To create a matrix table in Power BI with columns like Calendar1[Monthyear], Calendar2[Monthyear], Header[Paid], and Header[BilledAmount], follow these steps:

Steps to Create a Matrix Table in Power BI: Load Your Data: Ensure your data is loaded into Power BI Desktop. This includes the tables Calendar1, Calendar2, Header, and any other relevant tables.

Create a Matrix Visual:

Go to the "Visualizations" pane and select the "Matrix" visual.

Drag the visual onto your report canvas.

Add Columns to the Matrix:

Drag Calendar1[Monthyear] and Calendar2[Monthyear] into the "Columns" area of the matrix visual.

Drag Header[Paid] and Header[BilledAmount] into the "Values" area.

Adjust the Layout:

You can adjust the layout of the matrix to better suit your needs. This might include formatting the columns, rows, and values to display the data as desired.

Format the Matrix:

Use the formatting options to style your matrix table. This can include changing fonts, colors, and adding conditional formatting to highlight specific data points.

Preview and Adjust:

Preview your matrix table to ensure it meets your requirements. Make any necessary adjustments to the data or formatting.

Summary: Load your data into Power BI.

Create a matrix visual.

Add the desired columns and values.

Adjust and format the matrix1.

Preview and refine your matrix table.

By following these steps, you should be able to create a matrix table in Power BI with the specified columns.