How to Create Hierarchy in Power BI
Hierarchies are an essential feature of Power BI data visualizations. They allow you to easily drill through your data and uncover in-depth details, so you can make better decisions.
They can also help you create more interesting reports and dashboards. They are useful for a variety of purposes, from showing your team the highest performing employees to showing which products have the most sales in a country.
You can create a hierarchy in Power BI by right-clicking a column or a table and choosing Create Hierarchy from the context menu (Figure A). If you select multiple columns, you can choose Create Hierarchy for all selected columns instead of just one.
In addition, you can rename a hierarchy and child levels. You can also change the order of the child levels and add additional columns as child levels. You can also remove a child level from a hierarchy.
There are no limits to the number of levels in a hierarchy. A hierarchy can contain any number of levels, depending on the relationship between columns in your data.
Creating a hierarchy in Power BI is simple and quick, so you can get started with this feature in no time.
Before you start, make sure you have a data model with a table with at least two fields. You can use this data to build a hierarchy, as we did in the sample file for this tutorial.
To add a hierarchy to the Sales Territory table, click on the Country field, the parent field, and then choose Create Hierarchy from the resulting menu.
In the General pane to the right, name the hierarchy and set its order in the Order by section.
You can also change the order of the child level by clicking and dragging it. This can be helpful if you have several groups or divisions in the same country, for example.
When you want to hide a field from a hierarchy, you can do so by right-clicking that field and choosing Hide from the context menu. In addition, you can also hide a group of fields by right-clicking on them and choosing Hide from the context menu.
Then, you can click the Apply Level Changes link below the field to apply the changes.
A hierarchy is easy to create, and it’s a great way to ensure users see the same drill levels across all your visualizations. This helps users make better decisions quickly.
It’s not recommended that you create a hierarchy in every visualization, however, as it can make the report look cluttered and less organized. This is why it’s a good idea to only create hierarchies that you know will be used in all your visualizations.
This can also help you avoid re-creating your table and using the same hierarchy for each report. You can also delete a hierarchy when you no longer need it, as shown in the example below.
Hierarchies are a powerful feature for Power BI data visualizations and reports, so it’s important to take the time to create and maintain them. This can be done in a few simple steps, and will help you gain valuable insights into your data.