Tables and Metrics Visuals.

Tables are a great way to explore the granular detail of your data.

So it gives us a bit more detail than maybe what we would normally see in a column or a bar chart for example.

It allows us to see our data row by row, split into lots of different columns of information. It will perform a sum if the data is grouped and it can be sorted alphabetically or numerically.

As well as tables we also have a matrix visual. Matrix visual is similar to a table in the does also allows to see that granular detail. Our data is normally listed or grouped by rows, but it can also include column headings.

And as well as that we can have multiple row headings in a matrix.

Both tables and matrixes can have conditional formatting applied conditional formatting is a great way to highlight certain values. It will apply color or shading based on the numerical content, so high numbers will have a darker shade low numbers will be slightly lighter.

Works well in either table or matrixes and is a great way to highlight key values on your data.

Let's do a workout and see how to create table and Matrix visuals.

So I'm just going to use get data to connect to an Excel workbook module 4 lesson 2 and in here I'll take one worksheet again from this workbook.

I'll use the L2 assets and load it directly in.

Sometimes Power BI defaults to creating a table depending on what fields we select, I'm just going to start by selecting a few of the fields from this table. I'll start by selecting the asset class one asset class 2 I'll take the ISIN number the market value and the product name so I can select this man as I want and you can see here if I just stretch out. I have a table now listing all that granular detail.

If I go to your second page, so just click on the tab here.

I'm going to create a matrix, so a matrix visual is here from the visualizations pane sitting beside the type table icon.

I'm going to this time click on the Matrix visual first to select a matrix and I'll add in my asset class 1 and my market value.

So if I just make it a little bigger here on the screen.

First thing I'm going to do here is add in a column heading which we can't do in a table. I'm going to use nominal currency and I'm just going to drag it in to make sure it does go as a column heading.

There we go, so across the way I get a slightly more detailed breakdown of the data by currency.

Now I have one row heading at the minute, but I'm just going to add in a second one. And again, I'll drag it just to be sure it goes in in the correct this while drag it in here as a row heading and we can see now I and I'm just clicking here to zoom up into Focus mode a little more clearly. We can see here that I can expand and collapse my row headings.

Matrix and tables can both be conditionally formatted. We select the visual and use the formatting icon for that, if I click here and I just need to scroll down and if I go right to the bottom, there's a cell element section, I'll open that up and in here I can choose from background color font color data bars or even icons. So I'll just turn on a background color at the minute and we can see immediately. The higher numbers have a slightly darker shade, the lower numbers are lighter. I can turn that off put on some font colors some data bars even or icons depending on what you want to see.