- Excel-like — tabular view on a Matrix visual
- Switch to rows — to enhance the readability of measures on a Matrix
- Show missing data — to display all labels on x-axis
- Switch to a hierarchical view — to better organize labels on x-axis
- Use a secondary scale — to display variance between measures
1. Excel-like — tabular view on a Matrix visual
When you are working with a Matrix visual in Power BI, one of the common ask from clients is to show rows as a flat view instead of a hierarchical (step) view. For those familiar with Excel pivot tables, they refer to it as a Tabular view. We can achieve the same view in Power BI by disabling the Stepped Layout option under the Row headers settings.
And in case you want to remove sub-totals, go to Row subtotals settings, select individual columns under the Row Level dropdown, and turn off Show subtotal option
2. Shift to rows — to enhance the readability of measures on a Matrix
When you have multiple measures on the matrix, the headers can become crowded, leading to increased horizontal scrolling. To switch to vertical view, go to the Values settings and turn on Switch values to rows. This shift will help simplify the presentation and improve readability.
3. Show missing data — to display all lables on x-axis
When an x-axis contains too many labels, it may hide some and choose to display only a few labels. To reveal all the labels, navigate to the x-axis settings and change the Type to Categorical. This will make sure that all labels are visible and provide a comprehensive view of the data.
4. Switch to a hierarchical view — to better organize labels on x-axis
hen multiple fields are present on x-axis, it will sometimes concatenate the labels. To make the presentation more readable you can convert them to a hierarchical view by navigating to the x-axis settings and turning off Concatenate labels option.
5. Use a secondary scale — to display variance between measures
In case you want to show the correlation between two measures, if the variance is too high, it becomes difficult to visually read the data. In the case of the below chart, the “Total Opportunities” line is completely grounded and you can hardly make any difference between the two lines.
To fix this, move the “Total Opportunites” filed into the Secondary y-axis. This will create a new y-axis on the right side with a new scale. Now, on the left, we have “Total Opportunities” on a scale of 10s, and on the right we have “Pledged Volume” on a scale of 1000s.
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Useful, they may be. Sample files, download from here, you can! -Yoda.
