Trainer Name: Jabivulla Vanalli

Email: [email protected]
Mobile: +91 7829533577

YouTube Channel: Power BI Real-time

Course Duration: 30 Hours

Hierarchy in Power BI

Hierarchies are 2 types in Power BI.

1. Auto Generated Hierarchy

2. Custom Hierarchy

1. Auto Generated Hierarchy:

 If you get data from any source to Power BI Desktop if that contain hierarchy of data, then it
will automatically create the Hierarchy.

Example: DimDate Table

2. Custom Hierarchy:

 You just select column you want create hierarchy and move fields or columns to that
hierarchy.

For more details: https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-inline-

hierarchy-labels

2. Drill mode in a visual in Power BI

Drill requires a hierarchy

When a visual has a hierarchy, you can drill down to reveal additional details. For example, you
might have a visual that looks at Olympic medal count by a hierarchy made up of sport, discipline,
and event. By default, the visual would show medal count by sport: gymnastics, skiing, aquatics, and
so on. But, because it has a hierarchy, selecting one of the visual elements (like a bar, line, or
bubble), would display an increasingly more-detailed picture. Selecting the aquatics element would
show you data for swimming, diving, and water polo. Selecting the diving element would show you
details for springboard, platform, and synchronized diving events.

Dates are a unique type of hierarchy. Report designers often add date hierarchies to visuals. A
common date hierarchy is one that contains year, quarter, month, and day.
Figure out which visuals can be drilled

Not sure which Power BI visuals contain a hierarchy? Hover over a visual. If you see a combination of
these drill controls at the top, your visual has a hierarchy.

Learn how to drill down and up

In this example we're using a treemap that has a hierarchy made up of territory, city, postal code,
and store name. The treemap, before drilling, looks at total units sold this year by territory.

Two ways to access the drill features

You have two ways for accessing the drill down, drill up, and expand features for visuals that have
hierarchies. Try them both, and use the one that you enjoy the most.

 First way: hover over a visual to see and use the icons.
  Second way: right-click a visual to reveal and use the menu.

Drill pathways
Drill down all fields at once

You have several ways to drill into your visual. Selecting the drill down icon takes you to the next
level in the hierarchy. If you're looking at the Territory level for Kentucky and Tennessee, you can
drill down to city level for both states, then postal code level for both states, and, finally, the store
name level for both states. Each step in the path shows you new information.

Select the drill up icon until you get back to "Total units this year by territory".

Expand all fields at once

Expand adds an additional hierarchy level to the current view. So if you're looking at
the Territory level, you can expand and add city, postal code, and name detail to your treemap. Each
step in the path shows you the same information and adds on one level of new information.

You can also choose to drill down or expand on one field at a time.

Drill down one field at a time

1. Select the drill down icon to turn it on .

Now you have the option of drilling down one field at a time by selecting a visual element.
Examples of visual elements are: bar, bubble, and leaf.

If you don't turn on drill down, selecting a visual element (like a bar, bubble, or leaf) won't drill
down. Instead, it will cross-filter the other charts on the report page.

2. Select the leaf for TN. Your treemap now shows all the cities and territories in Tennessee that
have a store.
3. At this point, you can:
1. Continue drilling down for Tennessee.
2. Drill down for a particular city in Tennessee.
3. Expand instead.

Let's continue to drill down one field at a time. Select Knoxville, TN. Your treemap now shows
the postal code for your store in Knoxville.
 Notice that the title changes as you drill down and back up again.

Expand all and expand one field at a time

Having a treemap that shows us only a postal code isn't informative. So let's expand down one level
in the hierarchy.

1. With the treemap active, select the expand down icon . Your treemap now shows two
levels of our hierarchy: postal code and store name.

2. To see all four hierarchy levels of data for Tennessee, select the drill up arrow until you reach
the second level, Total units this year by territory and city, of your treemap.

3. Make sure drill down is still turned on, and select the expand down icon . Your
treemap now shows the same number of leaves (boxes), but each leaf has additional detail.
Instead of only showing city and state, it now also shows us postal code.
 4. Select the expand down icon one more time to display all four hierarchy levels of detail for
Tennessee on your treemap. Hover over a leaf to see even more detail.

Show the data as you drill

Use Show data to get a look behind the scenes. Each time you drill or expand, Show data displays
the data being used to build the visual. This may help you understand how hierarchies, drill, and
expand work together to build visuals.

In the upper-right corner, select More options (...), and then select Show Data.
The following table shows the results of drilling down all fields at once from territory to store name.

Notice that the totals are the same for City, PostalCode, and Name. This won't always be the case.
But for this data, there's only one store in each postal code and in each city.

Considerations and limitations

 By default, drilling won't filter other visuals in a report. However, the report designer can
change this default behavior. As you drill, look to see if the other visuals on the page are cross-
filtering or cross-highlighting.
 Viewing a report that has been shared with you requires a Power BI Pro or Premium
license. Which license do I have?

Page: https://docs.microsoft.com/en-us/power-bi/consumer/end-user-drill
3. Let users personalize visuals in a report
When you share a report with a broad audience, some of your users may want to see
slightly different views of particular visuals. Maybe they'd want to swap what's on the
axis, change the visual type, or add something to the tooltip. It's hard to make one
visual that satisfies everyone's requirements. With this new capability, you can
empower your consumers to explore and personalize visuals, all in report reading
view. They can adjust the visual the way they want, and save it as a bookmark to
come back to. They don't need to have edit permission for the report, or to go back
to the report author for a change.

What report consumers can change

This feature allows consumers to gain further insights through ad-hoc exploration of
visuals on a Power BI report. To learn how to use this feature as a consumer,
see Personalize visuals in your reports. The feature is ideal for report creators who
want enable basic exploration scenarios for their report readers. Here are
modifications that report readers can make:

 Change the visualization type

 Swap out a measure or dimension
 Add or remove a legend
 Compare two or more measures
 Change aggregations, etc.

Not only does this feature allow for new exploration capabilities. It also includes ways
for consumers to capture and share their changes:

 Capture their changes

  Share their changes
 Reset all their changes for a report
 Reset all their changes for a visual
 Clear out their recent changes
Turn on the preview feature

Since this feature is in preview, you first need to turn on the feature switch. Go
to File > Options and Settings > Options. Under Global settings > Preview
features, make sure Personalize visuals is selected.

You may have to restart Power BI Desktop to see it in the settings for the current file.

Enable personalization in a report

After you turn on the preview switch, you need to specifically enable it for the reports
that you want consumers to be able to personalize visuals for.

You can enable the feature either in Power BI Desktop or the Power BI service.
In Power BI Desktop

To enable the feature in Power BI Desktop, go to File > Options and

Settings > Options > Current file > Report settings. Make sure Personalize
visuals (preview) is turned on.

In the Power BI service

To enable the feature in the Power BI service instead, go to Settings for your report.

Turn on Personalize visuals (preview) > Save.

Select visuals that can be personalized

When you enable this setting for a given report, by default all visuals in that report
can be personalized. If you don't want all the visuals to be personalized, you can turn
the setting on or off per visual.

Select the visual > select Format in the Visualizations pane > expand Visual
header.

Slide Personalize visual > On or Off.

Limitations and known issues

Currently the feature has a few limitations to be aware of.

 This feature isn't supported for embed scenarios, including publish to web.
 User explorations don't automatically persist. You need to save your view as a
personal bookmark to capture your changes.
 This feature is supported in the Power BI mobile apps for iOS and Android
tablets and in the Power BI Windows app; it is not supported in the Power BI
mobile apps for phones. However, any change to a visual you save in a personal
bookmark while in the Power BI service is respected in all the Power BI mobile
apps.

There are also some known issues that we're addressing:

 Adding hierarchy isn't supported; you need to add the individual child items.
 You can't change a date hierarchy to a date or vice-versa.
 With personal bookmarks, you might get results that are slightly different based
on the sequence you select. Discrepancies are possible because we don't
capture the full state of the report, but just the modifications made. The
 workaround is to select Reset to default, and then select the bookmark you
want to view.

Page: https://docs.microsoft.com/en-us/power-bi/create-reports/power-bi-personalize-visuals