Reporting - Add a matrix visualisation to a report

*** Please note, this article refers to the All-new Reporting and Analytics. View the FAQ for more details. ***

In this article, we’ll show how to add a matrix visualisation to a page in Power BI.

Matrix visualisations are a great way to summarise information in lengthy data tables.  Where a table supports two dimensions and the data is flat (meaning duplicate values are displayed and not aggregated), a matrix automatically aggregates the data. Rows can be expanded and collapsed to show and hide data layered beneath, allowing the viewer to focus in on detail as required.

Watch the video below or follow the steps below to add a matrix visualisation to a report:

Steps to add a matrix visualisation to a report

1. Start a new User-created report or open an existing report
2. From the Visualisations panel, select 'Matrix visualisation':An empty matrix visualisation - which looks a lot like a data table at this point - will be added to the report.
3. Check that the matrix visualisation is still the selected item on the page. To populate the matrix visualisation, drag fields from the Data panel into the 'Row' Column' and 'Value' area in the Visualisation panel: Fields will populate in the matrix as they are added to the 'Row' Column' and 'Value'
4. Save the report when you're done

Get deeper learning in The Academy 

If you’re completely new to reporting and analytics, then Get started: Reporting and analytics with Power BI is the place to start. We'll start by introducing Power BI’s top five features, then, we’ll take a deep dive into each feature, with links to related learning and tips from the Kallidus team along the way. 

If you're starting to explore user-created reports, take a look at Power BI Reporting: Deep dive previews. In this short course, you'll get a quick preview of each 'deep dive' scenario. If a scenario sparks your interest, follow the links in the Lesson description to view the full course.

Do you have a question about reporting? Come to our 'Ask me Anything' events in the Academy to ask questions and share feedback directly with the team.

Don't have your Academy account yet? Contact your Customer Experience Manager or the Support Team to sign up today.