1. Load Your Data
Open Power BI Desktop.
Import your data by clicking on Get Data from the Home tab and selecting your data source (e.g., Excel, SQL Server, etc.).
Load the data into Power BI by following the prompts.
2. Create a Matrix Visualization
Navigate to the Report view by clicking on the Report icon in the left-hand pane.
Select the Matrix visualization from the Visualizations pane on the right side of the screen.
Drag and drop fields from the Fields pane into the Values area of the Matrix visualization. This will populate your table with the selected data.
3. Customize Your Matrix
Adjust column order by dragging the fields up or down within the Values area.
Format the matrix by clicking on the Format icon (paint roller) in the Visualizations pane. Here, you can adjust settings like font size, column width, and background color.
Sort the data by clicking on the column headers within the matrix.
Here's a simple example to illustrate:
Load the Sales Data:
Import your sales data into Power BI.
Create the Matrix:
Select the Matrix from the "Visualizations" pane.
Add Fields:
Drag the "Subcategory" field to the "Rows" area.
Drag the "Region" field to the "Columns" area.
Drag the "Sales" field to the "Values" area.
Customize:
Use the "Format" pane to adjust the chart's appearance.
Sort Ascending & Descending: Click on columns headings to sort in ascending or descending order.
Add or Remove Columns: To remove Columns from matrix just click on "X" button (cross button) under the "Build" option in formatting pane. To add Column to table just drag and drop the fields from table to well under "Columns" heading.