Create a Hierarchy in Power BI

In Power BI Desktop you can create your own Hierarchies, it provides drill down action to the BI report.
When a visual has a hierarchy, it enables the ability to drill down for additional relevant details.

For an example, you might have a visualization that shows the Region hierarchy with Sales and you want to drill down on a specific product category that is under-performing.

Let’s start with an example, If you do not already have a sample dataset, you can download one from the link below.

• SuperStoreUS-2015.xlxs

Create a Hierarchy

Step-1: Hierarchy Levels for data: Region > Product Category >Product Sub-Category

Step-2: Right click on Region field then select “Create Hierarchy”

Step-3: Region hierarchy created

Step-4: Now Add Product Category & Product Sub-Category under Region hierarchy.

•  Right click on Product Category and click on Add to hierarchy then select Region Hierarchy
•  Right click on Product Sub-Category and click on Add to hierarchy then select Region Hierarchy

Create a visual to using Hierarchy

 Click on first icon and Add Region Hierarchy column to Legend and Sales to Values section.

For old version of Power BI(Prior 2023)-

Add a Pie Chart to the canvas, and drag the Region Hierarchy to the Legend and Sales to Values.

Enable drill down on Pie chart

Step-1: When hovering over the Pie chart, four icons appear as shown in the image below.

• First icon: It is used to drill up the data one step back
• Second icon: It is used to enable drill down mode
• Third icon: Display next level Hierarchy
• Fourth icon: It is used to expend all Hierarchy

Step-2: To enable Drill Down mode, click on the second icon (Drill Down icon).

Step-3: Now click on the Pie chart any point, it will drill down and display to you Product Category under East Region.

Step-4: Now click on any Product category, it will drill down to you Product sub category under that Category.

Step-5: See the final Product Sub category under that category.

Step-6: Now using Drill Up icon you can go back step by step

In same way you can use Next level hierarchy(icon 3) & Expand all hierarchy(icon 4).

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