Column subtotals - Profitbase/PowerBI-visuals-FinancialReportingMatrix GitHub Wiki

Enable the Column subtotals option to add a Total column from the data model for each Value column. You will typically use this if you display periodic Values by month and need a Year total (e.g. Actual and Budget).

Column subtotals

Column captions when you have multiple Value columns

If you have multiple Value columns, you get one Total column for each of them. For example, if you have added "Actual" and "Budget" to the Values bucket, you get one total for Actual and one total for Budget.

To control the caption of each total column, you can use the Value total label field to specify the text that you want to display as the caption.
You get the name of the Value column (for example "Budget") by using the {{Value}} token in the text. When a Value total column is rendered, the {{Value}} token will be replaced by the actual name of the Value field.

For example, suppose the Values bucket contains "Actual" and "Budget". By specifying {{Value}} total as the Value total label, the captions for the totals will be "Actual total" and "Budget total".

Value total label


New in v6:

Column subtotal placement

Select if you want to show the total as the last column, or as the first column: image

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Set subtotals per column level (new in v7.2):

From this version, you can chose which levels of your column hierarchy you want to show column subtotals: With Year, Quarter Month, the header looks like this without columns subtotals:

image

And with column subtotals turned on: image

In the Column subtotals options, you can now select "Per column level":

image

Turning off Quarter subtotal, it looks like this:

image