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Manage totals & subtotals in Power BI

by Inforiver | May 27, 2021 | ,

Be it a normal table or a hierarchical matrix style report in Power BI, Inforiver allows you to seamlessly manage subtotals and grand totals in a couple of clicks.

Let us take the case of the following dataset, with hierarchies across both rows & columns.

Dataset with hierarchies

Note that

(a) the row subtotals (Beverages & Water) are the top, and

(b) the column subtotals (International Total & US Total) are at the right

(c) There are no grand totals for rows or columns.

Customizing total and subtotal options

Let us add the grand total for rows & columns. Click on Home --> Total from the menu. A set of options drop down.

Managing totals & subtotals - Total option for grand total of rows and columns

Select ‘Top’ and ‘Right’ as row and column grand total positions… 

Turn on row and column grand total options

… and you would automatically see them reflected in the table.

Grant total gets reflected

You can also change the positions of row & column subtotals or turn them off. 

Position feature Inforiver

There is another final interesting option that we need to try – “Enable row subtotal split”. Let me enable this and disable both the grand totals.

Position feature pop up

Let us now look at Beverages. There is a header row with no values, followed by a set of records. At the end of this section, the records are totaled. This is the ‘split subtotal’ option. We decided to include this option in Inforiver as this format is commonly used in spreadsheets.

Split subtotal option

And finally, the options explored above also allow you to create interesting patterns as shown below – where records are just grouped – with no subtotals. (Hint: Disable split subtotals AND turn off row subtotals).

Records grouped with no subtotals

In summary, Inforiver allows you to manage row & column subtotals & grand totals the way you want in an intuitive & flexible manner. These methods work for both flat tables & hierarchies.

Manage totals & subtotals in Power BI

Learn more about Inforiver's reporting capabilities.

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Inforiver drives business productivity and business performance with faster time to insights inside Power BI through an intuitive no-code experience. The product is developed by Lumel Technologies (formerly Visual BI), which has a decade of experience in building add-on solutions on top of BI platforms (SAP BI and Power BI) with our suite of innovative products such as ValQ, xViz, and BI Hub
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