Introduction to Power BI Matrix - PowerPoint PPT Presentation

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Introduction to Power BI Matrix

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how Power BI calculates total and drill-down with the Power Matrix visual. Along with this, we will study the stepped layout and subtotals with matrix visuals in Power BI. So, let’s start the Power BI Matrix Visualization Tutorial. – PowerPoint PPT presentation

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Title: Introduction to Power BI Matrix


1
  • A complete guide to Power BI Matrix Visualization
    Subtotals Stepped Layout
  • Objective
  • In our last session, we discussed the Power BI
    Time Series. Now, we are going to explore the
    Power BI Matrix Visualization. Moreover, we will
    understand how Power BI calculates total and
    drill-down with the Power Matrix visual. Along
    with this, we will study the stepped layout and
    subtotals with matrix visuals in Power BI.
  • So, lets start the Power BI Matrix Visualization
    Tutorial.
  • Power BI Matrix Visualization
  • With the Power BI Matrix visual element, you can
    make network visuals (now and then likewise
    alluded to as tables) in Power BI Desktop reports
    and cross-feature components inside the lattice
    with different visuals. Whats more, you can
    choose lines, sections, and even individual
    cells and cross-feature. In conclusion, to
    improve utilization of format space, the Power
    BI Matrix visual backings a ventured design.
  • There are numerous highlights related to the
    network, and well experience them in the
    accompanying segments of this article.
  • Do you know the Architecture of Power BI?
  • Note Starting with the July 2017 arrival of
    Power BI Desktop, framework and table visuals
    reflect styling (counting hues) from the
    connected Report Theme. These may not be the
    hues you expect for your network visual, which
    you can change in your Report Theme setup. See
    Use Report Themes in Power BI Desktop for more
    data about subjects.
  • Seeing How Power BI Ascertains Aggregates
  • Before hopping into how to utilize the Power BI
    Matrix visual, its vital to see how Power BI
    ascertains aggregate and subtotal esteems in
    tables and grids. For aggregate and subtotal
    pushes, the measure is assessed over all columns
    in the basic information it isnt only a basic
    expansion of the qualities in the obvious or
    showed lines. This implies you can wind up with
    various qualities in the aggregate line than you
    may anticipate.

2
  • With the Power BI Matrix drill down visual, you
    can do a wide range of intriguing drill-down
    exercises that werent accessible previously.
    This incorporates the capacity to bore down
    utilizing lines, segments, and even into singular
    segments and cells. Now we investigate how every
    one of these function.
  • Penetrate Down on Push Headers
  • In the Visualizations sheet, when you add
    different fields to the Rows segment of the
    Fields well, you empower bore down on the
    columns of the lattice visual. This is like
    making a chain of command, which at that point
    enables you to bore down (and after that move
    down) through that progressive system, and
    dissect the information at each level.
  • In the accompanying picture, the Rows segment
    contains Category and SubCategory, making a
    gathering (or chain of command) in the lines that
    we can penetrate through.
  • At the point when the visual has gathering made
    in the Rows area, the visual itself shows the
    bore and grow symbols in the upper left corner of
    the visual.
  • Like the penetrate and extend conduct in
    different visuals, choosing those catches gives
    us a chance to bore down (or go down) through
    the progressive system. For this situation, we
    can penetrate down from Category to SubCategory,
    as appeared in the accompanying picture, where
    the bore down one level symbol (the pitchfork)
    has been chosen.
  • Notwithstanding utilizing those symbols, you can
    right-tap on any of those column headers and
    bore around choosing from the menu that shows up.
  • Notice there are a couple of choices from the
    menu that shows up, which produce diverse
    outcomes
  • Choosing Drill Down grows the framework for that
    column level, barring all other line headings
    with the exception of the line header that was a
    correct click. In the accompanying picture,
    Computers correctly click, and Drill Down was
    chosen. Notice that other best level lines never
    again show up in the lattice. This is a valuable
    component and turns out to be particularly cool
    when we get to the cross-featuring area.
  • You can tap the Drill up symbol to return to the
    past best level view. On the off chance that you
    at that point select Show Next Level from the
    right-click menu, you get an in sequential order
    posting of all the following level things (for
    this situation, the SubCategory field), without
    the larger amount chain of command arrangement.
  • When you tap on the Drill up symbol in the
    upper-left corner to have the lattice demonstrate
    all best level classifications, at that point
    right-click again and select Expand to next
    level, you see the accompanying
  • You can likewise utilize the Include and Exclude
    menu things to keep (or expel, individually) the
    right-clicked push (and any subcategories) from
    the framework.

3
  • The Power BI Matrix visual, when we right-click a
    section, we see the choice to bore down. In the
    accompanying picture, we right-tap on Deluxe and
    select Drill Down.
  • When you select Drill Down, the following level
    of the section chain of importance for Deluxe
    showcases.
  • Whatever is left of the right-click menu things
    take a shot at segments similarly they improve
    the situation lines (see the past segment,
    Drill-down on push headers). You can Show Next
    Level, Expand to next level, Include, or Exclude
    your segments similarly as you can with lines.
  • Note The penetrate down and bore up symbols in
    the upper-left of the framework visual just
    apply to lines. With a specific end goal to bore
    down on segments, you should utilize the
    right-click menu.
  • Power BI Matrix Visuals Ventured Design
  • The Power BI Matrix visual consequently indents
    subcategories in a progression underneath each
    parent, which is known as a Stepped design.
  • In the first form of the matrix visual,
    subcategories appear in a totally changed
    section, taking up substantially more space in
    the visual. The accompanying picture demonstrates
    the table in unique Matrix visual see the
    subcategories in a totally isolated section.
  • In the accompanying picture, you see a Power BI
    Matrix visual, with a stepped format in real
    life. Notice the classification Computers has its
    subcategories (Computers Accessories, Desktops,
    Laptops, Monitors, et cetera) somewhat indented,
    giving a cleaner and considerably more dense
    visual.
  • You can without much of a stretch change the
    ventured design settings. With the Matrix visual
    chose, in the Format area (the paint roller
    symbol) of the Visualizations sheet, grow the
    Row headers segment. You have two choices the
    Stepped design flip (which turns it on or off),
    and the Stepped format space (indicates the space
    sum, in pixels).
  • On the off chance that you kill the Stepped
    format. The subcategories appear in another
    section instead of indent underneath the parent
    classification.
  • Subtotals with Matrix Visuals in Power BI
  • You can turn subtotals on or off in network
    visuals, for the two lines and sections. In the
    accompanying picture, you can see that the line
    subtotals are set to on.

4
In the Format area of the Visualizations sheet,
grow the Subtotals card and turn the Row
subtotals slider to Off. When you do as such, the
subtotals not appear.
A similar procedure applies to section
subtotals. 7. Cross-Featuring with Power BI
Matrix Visuals
5
With the Power BI Matrix visual, you can choose
any components in the lattice as the reason for
cross-featuring. Select a section in a Matrix and
that segment feature, just like some other
visuals on the report page. This has been a
typical component of different visuals and
information point determinations. So, now the
Matrix visual offers a similar capacity. Whats
more, utilizing CtrlClick likewise works for
cross-featuring. In the accompanying picture, an
accumulation of subcategories was chosen from the
Matrix visual. Notice how things that werent
chosen from the visual turn grey out. How
alternate visuals on the page mirror the
determinations made in the Matrix visual.
8. Shading Textual Style Hues with Matrix
Visuals With the Power BI Matrix visual, you can
apply conditional arranging to the foundation of
cells inside the lattice. And you can apply
restrictive organizing to the content and
qualities themselves. To apply restrictive
designing, you can do both of the accompanyings
when a grid visual is chosen In the Fields
sheet, right-tap the Field, and select
Conditional designing from the menu. Or then
again, in the Format sheet, extend the
Conditional organizing card. For either
Background shading scales or Font shading scales,
turn the slider to On. Turning either
alternative on shows a connection for Advanced
controls. Which gives you a chance to modify the
hues and qualities for the shading
designing. Lets Revise how to Use Power BI
Bookmark? Either approach accomplishes a similar
outcome. Choosing Advanced controls shows the
accompanying discourse, which gives you a chance
to make alterations.
6
So, this was all about Power BI Matrix Visual
Tutorial. Hope you like our explanation. 9.
Conclusion Hence, in this Power BI Matrix
tutorial, we learned about using the Matrix
visual in Power BI Desktop. Moreover, we would
understand how Power BI calculates totals and
drill-down with the Power Matrix visual. Along
with this, we studied the stepped layout and
subtotals with Power BI matrix visuals. If you
want to know more about this blog visit Power BI
Matrix
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