In this blog, we’ll learn How to Create a Matrix in PowerBI. Firstly, we have to understand what is it and when should we use it.
Introduction to Matrix in PowerBI
Matrix: It is similar to a table that visualizes data in a pivot table-like format. This is useful for cross-tabular information comparing discounts and profit based on location.
Dataset Description
This dataset comprises sales statistics pertaining to a retail enterprise. The information encompasses transactional data, which comprises specific details about products, sales numbers, and customer information recorded over a period of time. The dataset can be utilized for analyzing sales performance, profit margins, and customer behavior, as well as evaluating the company’s adherence to sales targets. The dataset is organized with the following columns:
You can access the dataset here.
| Column Name | Description |
|---|---|
| Date | The date on which the sales transaction occurred. |
| Product | The name or identification of the product sold. |
| Quantity | The number of units of the product sold in the transaction. |
| Price | The unit price of the product at the time of the transaction. |
| Rate | The rate of the product after applying any discounts. |
| Discount | The discount applied to the product during the sale, either in percentage or monetary value. |
| Customer | The name or unique ID of the customer making the purchase. |
| Location | The geographical location (city, region, or country) where the transaction took place. |
| Total Sale | The total sales value for the transaction, calculated as Quantity * Rate. |
| Total Profit | The total profit generated from the transaction, calculated after deducting the cost of the goods sold from the total sales. |
| Target Sale | The sales target set for the transaction, which could be used to assess performance against goals. |
Sample of Data:
Procedure to create Matrix in PowerBI
Step1: Open your PowerBI Desktop on your Device
Step2: Click on Get Data button in Home Ribbon and select Text/CSV.
Step3: Open Prompt box will be open to select your text or csv file.
Step4: After selection of dataset, It will pop up a window for Load OR Transform Data. Click on Load to use data on PowerBI.
Step5: In the following picture, data has been loaded successfully.
Step6: Select Matrix from Visualizations Section (Right Hand Side).
Step7: Here, we’ll put the following data (from Sales) in different fields:
Rows | Location |
Columns | Discount |
Values | Total Profit (Sum of Total Profit) |
After that you have to click on format your visual. Go to the General click on turn on visual border and the shadow. In the Visual border make the rounded corner of 15 px.
There are lots of things like Filters and Format, that can be apply on your visual.
In Visual Section,
- Style presets 🡪 Minimal
- Grid 🡪 Horizontal gridlines 🡪 Color = #12239E
- Column headers 🡪 Text 🡪 Text color = #E6E6E6
- Column headers 🡪 Text 🡪 Background color = #12239E
In General Section,
- Effect 🡪 Background 🡪 color = #000000 (Black)
- Effect 🡪 Visual border 🡪 color = #118DFF (Blue)
- Effect 🡪 Visual border 🡪 Rounded corners = 10 px
- Effect 🡪 Shadow = On
Example:
What the Chart indicating:
The matrix displays the aggregate profit derived from different cities, taking into account the applied discounts. Metropolises such as Los Angeles, London, and Shanghai have significant financial gains, whilst New Delhi and Santiago exhibit the lowest levels of profitability. Discounts of 0.1 and 0.15 exhibit a more pronounced positive link with increased earnings. The matrix demonstrates the diverse outcomes of different locations and discount techniques on profitability.
Conclusion
With Matrix, we can organize and display data in a pivot-table-like format, which allows multi-dimensional analysis of the data. It helps to comprehensively examine complex datasets, identify trends, and uncover insights by comparing and analyzing data. Multiple dimensions in an organized and interactive way.
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