fredrik.hedenstrom@acando.com on 28 Aug 2016 16:23:48
The current version of Power BI visualsation framework does not support access to the previous levels in a drill-down. I.e. you only get access to the current level when rendering. That makes it very hard to develop visualizations such as pivot tables or breakdown trees. Make this possible and I would gladly submit a stable version of my Breakdown Trees :).
Administrator on 06 Sep 2017 04:02:09
Hi everyone. We've made the new matrix/table generally available so I'm closing this idea. There are still some features that we're considering and you can go add your votes to help prioritize those too: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/9207006-matrix-collapse-expand-buttons https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/17339728-more-flexible-conditional-formatting-in-tables-and https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/13808061-matrix-sort-columns-by-value https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/9508416-formatting-of-text-in-grid-and-matrix https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/19124698-vertical-column-labels-in-table-and-matrix
- Comments (109)
RE: Pivot tables and breakdown trees
Please allow subtotals to be named appropriately instead of just "total," and allow grand totals to be called "Grand Total." As others have commented, this entire update of matrices to look and work like pivot tables is a major roadblock to acceptance by finance departments!
RE: Pivot tables and breakdown trees
I agree with everyone's opinion here. As a matter of fact, this may be a true non starter in our effort to migrate from Qlik.
RE: Pivot tables and breakdown trees
I work with pivots as a financial analyst, for me the most used/important features are: 1. Be able to display Classic View with sub totals under my values. 2. Be able to format text and highlighting for all sub totals or columns. 3. The ability to expand and collapse all. 4. Sorting each level. 5. Filter a row based on a value condition. 6. The ability to custom name my columns (not being forced to view a SUM preceding my column name.
Thats all i can think of now, please note that picking my default as classic is a big deal for me and others in excel. Bill Jelen included this in an excel idea that has been started.
Thanks for listening and all your hard work on this AMAZING product!
RE: Pivot tables and breakdown trees
Please consider adding Sorting Options in the Matrix as those available for the Pivot Table which allows for sorting at EACH level.
For example in Excel if you have this Pivot Table setup:
Rows: Year, Type, Company and Location
Columns: Month
Values: Total Revenue (Measure)
In a Pivot Table you can sort at each level!
So you can sort your Year descending by Year, Type ascending by Type, Company also ascending by Company and lastly Location descending by Total Revenue. So in Excel you will always be looking at the current Year (on top), followed by Type and Company (A to Z) and only your Locations will be sorted based on Total Revenue best to worst. And by the way all previous years are collapsed only showing annual totals but you can always open a certain year and find what you are looking for. Now if you want to you can go and sort at the Company level but this time descending by Total Revenue (instead of by Company A to Z). Again Year and Type will not be disturbed you will get your current Year (on top) followed by Type (A to Z) and then the Companies will be sorted best to worst based on Total Revenue and the Locations for each Company will also be sorted best to worst based on Total Revenue. None of this is possible in the Matrix! Thanks!
RE: Pivot tables and breakdown trees
'@Amanda Great Pivot table is and must have feature in Power BI, however what about a Decision trees / breakdown trees would be fantastic to use and represent dependency data. Power BI team should have there own Dependence visual by now. Thank you!
RE: Pivot tables and breakdown trees
Any indication on the release for this (or parts of this) idea? Are we aiming for this year or next?
RE: Pivot tables and breakdown trees
Sorry if this is posted somewhere in the 50+ comments already. They key issue for me is the ability in Pivot tables to move the Values around in the fields list to be where ever you want. E.g. On Rows, columns, nested above or below the column/row heading.
RE: Pivot tables and breakdown trees
Currently you can only have a "filter" interaction between a graph visual and a table visual, not a "highlight" interaction (e.g. click on a bar and have the table visual highlight the corresponding row).
Also there are no interactions from a table visual to other (e.g. click on a table row and have a graph filtered and/or highlighted)
Please add the ability to have table visuals interact with others.
RE: Pivot tables and breakdown trees
'@Dewayne, that's a great request as well - can you please create another idea so we can track it separately? It's hard to parse out all the individual requests from this one massive idea! Thanks!
@Sanjay, you can use Excel against your Power BI datasets already. https://powerbi.microsoft.com/en-us/documentation/powerbi-service-analyze-in-excel/ You can't put Excel sheets into Power BI reports, but that's a good idea - please go ahead and create another post here so we can track it. Drilling from Power BI reports to somewhere else (another report, another dashboard, another webpage etc.) is on our backlog and you can help prioritize that by voting here: https://ideas.powerbi.com/forums/265200/suggestions/13715889
RE: Pivot tables and breakdown trees
While trying to update the matrix control with more functionality is welcome, but what is really really needed is a Excel Services like functionality in PowerBI working on the same enterprise data gateway. Of course the Excel Services functionality needs to be greatly overhauled but this is really missing. We should be able to author reports in Excel and publish it on PowerBI so that it acts like another page in a PowerBI file. We should also be able to drill down from a PowerBI visual into an Excel Services report. Please work on this asap. The huge grid available in the Excel PT is something the competition does not have and will be a killer feature. If integrated into the pbix file, the user would be able to drill down from a "big picture" using a pbi visual, down to voucher level details in the Excel PT visual.