Power BI - Subtotals for Financial Reports RRS feed

  • Question

  • I am putting together a Power BI dashboard with very specialized subtotals for specific groups, I am using a Matrix Visualization for this report, but have struggled with placing my subtotals where I really need them. My report has different categories that need to be subtotaled, but power bi will not let me place those sub-totals in those places. I have seen some posts where people put together templates in Excel then upload them to Power BI. I need more information on how this would be done. Or if there is another completely better way to create subtotals. This report is best compared to a financial report, like a balance sheet, with subtotals for COGS, Profit ETC... IF any on knows the best way to put this together in Power BI please let me know.
    • Moved by Dave PatrickMVP Tuesday, December 8, 2020 10:55 PM looking for forum
    Tuesday, December 8, 2020 10:04 PM


  • I'd try asking for help over here.

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    Regards, Dave Patrick ....
    Microsoft Certified Professional
    Microsoft MVP [Windows Server] Datacenter Management

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    • Proposed as answer by Guido Franzke Wednesday, December 9, 2020 7:02 AM
    • Marked as answer by Guido Franzke Wednesday, December 16, 2020 7:04 AM
    Tuesday, December 8, 2020 10:55 PM