How to Group Data in Power BI Matrix

In this video, explained "how to group data in power bi matrix ". We know how to group the column values using Group by( ) Function and summarize values using Summarize( ) function, but we can also group the data, columns, visuals, tables, measures using GroupBy() and SUMX() Function.

To use grouping, select two or more elements on a visual by using Ctrl+Select. Then right-click one of the selected elements, scroll to Group, and choose Group from the context menu.

But we will not group the data by using GROUPBY(),SUMMARIZE(),SUMMARIZECOLUMNS(),SUMX().

For grouping we will use GroupBy() and Sumx() Function together and within that we can use Summarize(),SummarizeColumns(),Filter(),Calculate() Function.

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GROUPBY is primarily used to perform aggregations over intermediate results from DAX table expressions. For efficient aggregations over physical tables in the model, consider using SUMMARIZECOLUMNS or SUMMARIZE function.

groupBy_columnName must be either in table or in a related table.

CURRENTGROUP can only be used in an expression that defines an extension column within the GROUPBY function. In-effect, CURRENTGROUP returns a set of rows from the table argument of GROUPBY that belong to the current row of the GROUPBY result. The CURRENTGROUP function takes no arguments and is only supported as the first argument to one of the following aggregation functions: AVERAGEX, COUNTAX, COUNTX, GEOMEANX, MAXX, MINX, PRODUCTX, STDEVX.S, STDEVX.P, SUMX, VARX.S, VARX.P.

The GROUPBY function is similar to the SUMMARIZE function. However, GROUPBY does not do an implicit CALCULATE for any extension columns that it adds. GROUPBY permits a new function, CURRENTGROUP, to be used inside aggregation functions in the extension columns that it adds. GROUPBY is used to perform multiple aggregations in a single table scan.

GROUPBY (table [, groupBy_columnName [, groupBy_columnName [, …]]] [, name, expression [, name, expression [, …]]])

A table with the selected columns for the groupBy_columnName arguments and the extension columns designated by the name arguments.

The GROUPBY function does the following:

Start with the specified table (and all related tables in the "to-one" direction).

Create a grouping using all of the GroupBy columns (which are required to exist in the table from step #1.).

Each group is one row in the result, but represents a set of rows in the original table.

For each group, evaluate the extension columns being added. Unlike the SUMMARIZE function, an implied CALCULATE is not performed, and the group isn't placed into the filter context.

Each column for which you define a name must have a corresponding expression; otherwise, an error is returned. The first argument, name, defines the name of the column in the results. The second argument, expression, defines the calculation performed to obtain the value for each row in that column.

SUMMARIZE (table, groupBy_columnName [, groupBy_columnName ]…[, name, expression]…)

SUMMARIZECOLUMNS( groupBy_columnName [, groupBy_columnName ]…, [filterTable]…[, name, expression]…)

SUMX(table, expression)

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[kyleeva]

Excellent explanation - thank you sir!