Business Reporting: Creating & Formatting Matrix Visualizations in Power BI

Microsoft Power BI 2.85    |    Intermediate
  • 13 videos | 1h 56m 23s
  • Includes Assessment
  • Earns a Badge
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Some of Power BI's advanced capabilities include mapping relationships among tables and customizing the look and functionality of matrix visualizations. You'll start this course using E-R (entity-relationship) diagrams to create, edit, and delete relationships among columns in different tables. You'll then move on to creating matrix visualizations and setting up a matrix control. You'll use the matrix control to visualize parent and child columns via a drill-down feature. You'll then create a column from a formula (known as a measure in Power BI) and perform various formatting operations to your matrix visualization, such as adding a title and row subtotals, editing text size and alignment, and turning on vertical and horizontal gridlines. Lastly, you'll implement conditional formatting on your matrix visualization.


  • discover the key concepts covered in this course
    create a relationship between two tables in Power BI and enable automatic detection of these relationships
    disable automatic detection of relationships between tables in Power BI and manually create and edit relationships between tables
    experiment with 1:1, Many: Many, 1:Many, and Many:1 table relationships and create relationships among tables by dragging and dropping columns
    use the Power BI Report View to visualize data that has been imported from an Excel spreadsheet and instantiate a matrix visualization in the report view
    populate the matrix visualization using the State and Values field inputs from the Visualizations tab; perform aggregation operations on the Values field; and leverage the Page Information, Page Size, and Page Background cards from the context-sensitive Format Control tab to control color, transparency, and layout of the Power BI report page
    enable a matrix to drill down to a specific level and then disable the matrix from having a drill-down
  • drill down data rows in matrix visualizations and apply a filter to drill down into a particular row using the drill-down button
    perform sort operations on the rows and drill-down and drill-up operations on the rows and columns of matrix visualizations
    create a column calculated from a formula using a new measure
    leverage the Visualiations pane's context-sensitive Format Control tab to control the field hierarchy alignment, font color, gridlines, computation, and position of subtotals and outline color of a matrix control using the Title, Column Headers, Rows, and Subtotals cards
    apply conditional formatting and add data bars with custom colors to a matrix, then replace the data in a matrix column with data bars
    summarize the key concepts covered in this course


  • 2m 48s
  • 10m 13s
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    3.  Creating and Editing Table Relationships
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    4.  Using Different Types of Table Relationships
    10m 50s
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    5.  Creating Matrix Visualizations
    7m 33s
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    6.  Formatting Matrix Visualizations
    11m 23s
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    7.  Implementing Drill-downs in Matrix Visualizations
    9m 26s
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    8.  Using Drill-down/up Operations in Matrices
    11m 31s
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    9.  Drilling Through and Sorting Rows in Matrices
    9m 48s
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    10.  Creating a Calculated Column from a New Measure
    8m 49s
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    11.  Editing the Aesthetics of a Matrix Visualization
    11m 12s
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    12.  Implementing Conditional Formatting in a Matrix Visualization
    12m 52s
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    13.  Course Summary
    2m 59s


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