Table and matrix visuals in Power BI - Dashboard Guide

Dashboard Mode - Table and matrix visuals

Business Question

How can we clearly see sales details by product and region, and also compare totals and subtotals easily?

Sample Data

Product	Region	Sales	Quantity
Apples	North	100	10
Apples	South	150	15
Bananas	North	200	20
Bananas	South	180	18
Cherries	North	120	12
Cherries	South	130	13

Dashboard Components

• Table Visual: Shows all rows with columns Product, Region, Sales, Quantity.
  No aggregation, just raw data for detailed view.
• Matrix Visual: Rows: Product; Columns: Region; Values: Sum of Sales and Sum of Quantity.
  Shows subtotals per product and grand totals.
  DAX Measures:
  Total Sales = SUM(SalesData[Sales])
Total Quantity = SUM(SalesData[Quantity])
• KPI Card: Shows Total Sales Overall.
  Total Sales Overall = SUM(SalesData[Sales])
  Result: 880 (100+150+200+180+120+130)

Dashboard Layout

+----------------------+------------------------+
|      KPI Card        |                        |
|  Total Sales Overall |                        |
+----------------------+      Matrix Visual     +
|                      |  Product | North | South|
|      Table Visual     |------------------------|
|  Product | Region |  | Apples   |  100  |  150 |
|  Sales   | Quantity | | Bananas  |  200  |  180 |
|          |          | | Cherries |  120  |  130 |
+----------------------+------------------------+

Interactivity

Adding a slicer for Region filters both the Table and Matrix visuals to show only data for the selected region(s). The KPI card updates to show total sales only for the filtered region(s).

Selecting a product in the Matrix highlights corresponding rows in the Table visual for detailed inspection.

Self Check

If you add a filter to show only Region = North, which components update and how?

• The Table visual shows only rows where Region is North (Apples, Bananas, Cherries in North).
• The Matrix visual updates to show sales and quantity only for North region columns; South columns disappear or show zero.
• The KPI card updates to show total sales for North region only: 100 + 200 + 120 = 420.

Key Result

Dashboard showing sales details by product and region with table, matrix, and total sales KPI card.