End‐user interaction buttons - Profitbase/PowerBI-visuals-FinancialReportingMatrix GitHub Wiki

Financial Reporting Matrix includes a set of buttons that report consumers can interact with directly. Each button is enabled and configured individually in the Format pane, and all buttons share a common styling system.

Button	Description
Commenting	Add and view text comments attached to rows or cells
Export to Excel	Download the matrix data as an Excel file with all formatting applied
Search (from v9.1)	Search for rows by keyword across all hierarchy levels
Sorting	Sort rows or columns directly from the visual

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Group button

Available from version 9.1.x.x

When Group button is enabled, all toolbar buttons are collected into a single grouped control. The icon position, size, and style set under Group button apply to all buttons in the group.

Setting	Description
Icon position	Where the group button appears on the visual (e.g. Bottom-right)
Automatic hide icon	Hides the button until the user hovers over the visual
Transparent background	Removes the button background fill
Border	Adds a border around the button
Button size	Controls the size of the button (Small / Medium / Large)

The grouped buttons appear as a single ... icon on the visual:

Clicking the ... expands the group to show all enabled buttons:

To collapse the buttons again, click X.