Matrix

Matrix

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

Instructions

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

Formatting

• Dragging multiple fields into the Rows or Columns area will activate Drill Down
• Dragging multiple fields into the Values area will render side-by-side columns of data
• Visual formatting can be done for the Formatting icon in the Visualizations pane

Hints & tips

• Format your measures (on the Measure Tools 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