Adding data to the visual - Profitbase/PowerBI-visuals-FinancialReportingMatrix GitHub Wiki

Add data to Financial Reporting Matrix by assigning fields from the Power BI data model to the Rows, Columns, and Values buckets in Build visual.

Field buckets

Bucket Required Purpose Typical finance example
Rows Yes Defines the row labels or row hierarchy Account group → Account
Columns No Defines a column hierarchy Year → Quarter → Month
Values Yes Supplies the numeric values or measures Actuals, Budget

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Create a basic matrix

  1. Add Financial Reporting Matrix to the report canvas and select it.
  2. In the Data pane, locate the fields you want to use.
  3. Drag a label or hierarchy field to Rows.
  4. Drag a numeric field or measure to Values.
  5. Optional: drag one or more fields to Columns.

The visual updates as each field is added.

Example: income statement

  • Rows: Level 2 → Level 3 → Account Description
  • Columns: Year → Month
  • Values: Actuals

Put hierarchy fields in the order users should navigate them: the broadest level first and the most detailed level last.

Add multiple measures

You can add multiple measures to Values, for example Actuals, Budget, and Forecast. Each measure becomes a value column within the configured column layout.

Use Measure Placement to control whether measures repeat beneath each column group or appear above the column hierarchy.

[!IMPORTANT] Choose the intended Measure Placement before creating extensive custom rows, custom columns, or conditional-formatting steps. Different placements use different saved calculation layouts, so changing placement can make an existing set of Applied steps appear to be missing.

Control row order

Financial reports usually require a business-defined order rather than alphabetical sorting. In the Power BI data model:

  1. Create or identify a numeric sort-order column.
  2. Select the row-label field.
  3. Choose Sort by column and select the sort-order field.

Apply the same pattern to report-line IDs or column labels that need a fixed order.

Troubleshooting

Rows appear in the wrong order

Configure Sort by column in the data model. Do not rely on the text label to produce a financial statement order.

Values are repeated or unexpectedly aggregated

Check the relationships and filter direction in the Power BI model, then verify that the correct measure—not an unintended raw numeric column—is in Values.

Hierarchy labels repeat on multiple levels

The source hierarchy may be ragged. See Ragged hierarchies.

Some rows do not appear

Check report filters and the visual's Data limit, then review any Hide row, Hide empty rows, or ragged-hierarchy settings.