Exploring New Matrix Visual Layouts in Power BI Course in Bangalore

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New Matrix Layouts in Power BI

In this blog post, we’ll delve into the new layouts available for Matrix visual layouts  in Power BI. We’ll explore different layouts, their purposes, and demonstrate how to create simple reports like cash flows or P&L reports using these new features. This update is part of Power BI’s May 2024 feature updates and aims to enhance the user experience, especially for those familiar with Excel pivot tables. Let’s get started!

Compact Layout in Matrix Visual Layouts in Power BI

visually identical to the matrix visual before the May update, when the “stepped layout” option is turned on. The Outline layout allows for more control over row sub-header width and it adds an extra step if row subtotals are toggled on.The compact layout is the new default setting for Matrix visuals. It uses indentation to represent hierarchical data, similar to the stepped layout previously available.

1. Create a Matrix visual.

2. Add your data fields (e.g., Category, Product, Year, and Sales).

3. Navigate to the Format pane, select Layout, and choose Compact.

Outline Layout in Matrix Visual Layouts in Power BI

The outline layout removes the indentation and displays hierarchical data in separate columns. This layout is reminiscent of early Matrix visuals in Power BI, offering a clear and organized view of your data.

1. Create a Matrix visual.

2. Add your data fields.

3. Navigate to the Format pane, select Layout, and choose Outline.

4. Adjust the row subtotals to appear at the top or bottom as needed.

Tabular Layout in Matrix Visual Layouts in Power BI

The Tabular layout is an innovative addition to Power BI, offering a hybrid approach that combines elements of both table and matrix visuals. You can access this new layout by navigating to Layout and style presets > Layout > Tabular  This layout is ideal for reports where space is a premium and a cleaner look is preferred.

1. Create a Matrix visual.

2. Add your data fields.

3. Navigate to the Format pane, select Layout, and choose Tabular.

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Creating a Simple Cash Flow Report

1. Prepare Your Data: Ensure you have a dataset with revenue, expenses, and categories.

2. Create the Matrix Visual:

• Add your data fields to the Matrix (e.g., Revenue, Expenses, Categories).

• Change the visual to Matrix.

• Organize your fields in the Rows and Columns wells.

1. Format the Matrix Visual:

• Navigate to the Format pane.

• Remove column subtotals.

• Enable row subtotals and position them at the bottom.

• Change the layout to Outline or Tabular for a cleaner look.

1. Customize Subtotals:

• Rename row subtotals to more descriptive labels like “Subtotal” and “Net Profit”.

Conclusion

The Power BI Training Course Certification Bangalore offer flexibility and familiarity for Excel users, making data presentation more intuitive and efficient. By using these new layouts, you can create detailed and organized reports like cash flows and P&L statements with ease.

At Power BI Training in Bangalore Near Learn, we specialize in providing top-notch Power BI training and resources to help individuals and organizations harness the power of data. Our blog covers a wide range of topics, from beginner tips and advanced techniques to real-time data analysis and integration with other business tools. Join our community to stay updated on the latest trends, innovations, and best practices in Power BI.