Getting started with ProMatrix

1 · Getting started

ProMatrix is a Power BI custom visual. Add it like any other visual and drop in your fields – no reshaping of data and no DAX required for report logic.

1. Add ProMatrix from AppSource (Get more visuals) or import the .pbiviz file via … → Import a visual from a file.
2. Select the visual on the canvas and drop your fields into the Rows, Columns and Values wells.
3. ProMatrix recognizes your chart of accounts and builds a statement automatically – or pick a ready-made template under Report layout → Template.
4. Fine-tune with the format pane (styles, conditional formatting, IBCS) – or open the visual editor from the ⚙ menu.

2 · Data fields (the wells)

How to use each field well in ProMatrix:

• Rows – your hierarchy (e.g. Main group → Subgroup → Account). Supports expand/collapse and ragged levels.
• Columns – column breakdown (e.g. department, region, period). Can have multiple levels.
• Values – the numbers (e.g. Amount, Budget). Multiple measures give multiple value columns per column group.
• Comment optional – a measure/text shown as a comment icon on the line.
• License key optional – the license key via a data field instead of the format pane (the data role wins).

3 · Smart auto-build & templates

ProMatrix recognizes common charts of accounts and builds the right statement automatically – with correct signs for costs stored as negatives.

Ready-made templates

Pick under Report layout → Template:

• International: IFRS (P&L & balance sheet)
• Norway: GRS, NS 4102
• Sweden: BAS  ·  Germany: SKR04
• Denmark and Finland (P&L & balance/tase)
• Key figures: gross profit, EBITDA, operating margin (country-aware)

4 · Visual report editor

Build or customize the statement without writing JSON. Open the editor from the ⚙ menu. You can add three line types:

• Data line – pulls one or more account ranges (e.g. 3000–3199).
• Sum line – sums other lines you choose.
• Formula line – compute with other lines (see next section).

Advanced: the layout is stored as JSON under Report layout → Custom layout, so you can copy a setup between reports.

5 · Formulas & functions

Formula lines and calculated columns use the same engine. Reference other lines with [id] and columns with {ref}. Cross-references work within the same statement – e.g. pull net income from the P&L lines into the balance sheet.

Operators

+ − * /, comparisons > < >= <= = <> (return 1/0), and parentheses.

Functions

IF, ABS, ROUND, MIN, MAX, AVERAGE, AND, OR, NOT, GROWTH, SQRT, CEILING, FLOOR, SUM.

6 · Calculated columns & sparklines Pro

Add your own columns computed inside the visual – without DAX measures:

• Variance in currency and %, margin, index, ratio, period-over-period.
• Per group – compute within each column group (e.g. variance per region).
• Sparklines – a mini chart showing the trend in a single row.
• Hidden helper columns – pull a measure in for calculations without displaying it.

References are index-based, so they survive if you rename the field in the data model.

7 · Conditional formatting & IBCS Pro

Set rules per row, column or cell:

• Sign – color by positive/negative Free
• Color scale (heatmap), data bars, icon sets with thresholds
• Variance analysis – good/bad with cost-line inversion and centered bars

IBCS in one click

Pick an IBCS style (light or purist) from the ⚙ menu. ProMatrix automatically adds Δ and Δ% columns with variance bars and scenario coding per the international IBCS standard.

8 · Click filters (row or cell)

Under Report layout → Click filters you choose what a click does:

• Whole row (default) – click anywhere in the row to cross-filter by that row.
• Single cell (row × column) – click a value cell to filter by the intersection of row × column member (e.g. “Payroll” × “Oslo”). The row label still selects the whole row.

9 · Excel export Pro

Export to a real .xlsx with formatting, numbers and indentation preserved. From the ⚙ menu you choose the scope:

• All – forces every group open and includes account level.
• As shown – a snapshot of what is currently displayed.
• Top level only – top level only.

10 · License & plans

ProMatrix uses an offline license key – no login, no cloud. Paste the key into License key in the format pane (or via the data field). Verification happens locally in the sandbox.

• Free – full functionality at small scale, with a watermark.
• Pro – per company. Premium – per group. Enterprise – by agreement.
• On expiry the visual falls back to the free version – you never lose your own data.

See pricing →  ·  Terms →

11 · Full feature list & comparison

Everything ProMatrix can do, and what's included in each plan.

Runs 100% inside the Power BI sandbox – no data is sent out. License verified offline.

12 · Troubleshooting

Excel download doesn't start

Check that the tenant switch “Allow downloads from custom visuals” is on (a separate switch, independent of “Export and sharing”).

Account level missing from the export

“As shown” only includes what is expanded. Use Export → All, or expand the groups before exporting.

I clicked one cell, but another visual shows a different number

Expected in cell mode – see section 8. Power BI filters by category, not by measure.

Rows get trimmed / yellow notice

You're over your plan's limit (Free 500 rows). Upgrade to Pro/Premium for larger reports.