J.S.Orris
J.S.Orris

Reputation: 4821

Power BI: GroupBy Column in Table Visualization w/o Code

Been a while since I've used Power BI and trying to find a no DAX code solution to group by column in Table visualization for a D365 CRM Online dashboard. I have the following table visualization in Power BI desktop:

enter image description here

I want to be able to group by Account Name column so that the table visualization looks as follows:

enter image description here

Is there a way to do this with out having to create another data source table and/or without using DAX. I feel that this would be a very common task which MS would provide a no code solution for in Power BI. So far I am only finding solution using DAX.

Thanks.

Upvotes: 0

Views: 6832

Answers (2)

Ryan B.
Ryan B.

Reputation: 3665

enter image description here

No data changes needed at all!

On the left, we've got your data in a classic table. We need to change it into a matrix, as shown on the right. So, click your visual over to matrix and then try out the layout and formatting changes below.

In the Layout section, put both [Account Name] and [Product Group] as rows.

Go into Format Pane (the paint roller) and tweak these attributes:

  • Under the Style card set the style dropdown to None
  • Under the Grid card, set the Horizontal and Vertical grids to 'On' (manage color and thickness as it suits you)
  • Under Row Headers, set Stepped layout to off.

I think that does what you're after. Hope it helps.

Upvotes: 1

CR7SMS
CR7SMS

Reputation: 2584

The below link has the details you are looking for:

https://community.powerbi.com/t5/Desktop/Grouping-table-rows-based-on-values/m-p/365600#M165332

You will have to use a matrix instead of a table.

Upvotes: 1

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