Table and matrix visuals in Power BI - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is the main difference between a Table visual and a Matrix visual in Power BI?

A Table visual shows data in simple rows and columns without grouping, while a Matrix visual allows grouping and drilling down into hierarchical data with expandable rows and columns.

beginner

How can you add subtotals in a Matrix visual?

You can enable subtotals in the Format pane under 'Subtotals' by turning on subtotals for rows or columns, which helps summarize grouped data.

beginner

What feature in Matrix visuals allows users to expand or collapse grouped data?

The 'Expand/Collapse' buttons let users drill down or roll up grouped data levels interactively in a Matrix visual.

intermediate

Can you apply conditional formatting in Table and Matrix visuals? If yes, how?

Yes, you can apply conditional formatting by selecting the field in the visual, then using the Format pane to set rules for colors, data bars, or icons based on values.

beginner

Why would you choose a Matrix visual over a Table visual?

Choose a Matrix when you want to show hierarchical data with grouping, subtotals, and drill-down capabilities. Use Table for simple flat lists without grouping.

Which visual allows you to drill down into grouped data in Power BI?

A Table visual

B Matrix visual

C Card visual

D Pie chart

Matrix visuals support drill-down and grouping, while Table visuals do not.

How do you enable subtotals in a Matrix visual?

A Use the Data view

B Add a new measure

C Use the Format pane and turn on Subtotals

D Subtotals are automatic and cannot be changed

Subtotals are controlled in the Format pane under the Subtotals section.

Which visual is best for showing simple lists without grouping?

A Matrix visual

B Map visual

C Scatter chart

D Table visual

Table visuals display flat lists without grouping or hierarchy.

Can you apply conditional formatting to a Table visual in Power BI?

A Yes, using the Format pane

B No, only Matrix supports it

C Only with custom visuals

D Only in Power Query

Both Table and Matrix visuals support conditional formatting via the Format pane.

What does the Expand/Collapse feature in a Matrix visual do?

A Shows or hides grouped data levels

B Changes the color of rows

C Sorts the data alphabetically

D Filters the data by date

Expand/Collapse lets users drill into or roll up grouped data levels.

Explain how you would use a Matrix visual to show sales data grouped by region and product category with subtotals.

Think about how hierarchical data is organized and summarized.

Describe the steps to apply conditional formatting to highlight high sales values in a Table visual.

Conditional formatting helps make important data stand out visually.