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Create a Hierarchy in Power BI

Hierarchy in Power BI 2023

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.




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”

Create Power BI Hierarchy

Create Power BI Hierarchy

Step-3: Region hierarchy created

Power Bi Hierarchy

Power Bi Hierarchy

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
Hierarchy Power Bi

Hierarchy Power Bi

Create a visual to using Hierarchy

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

Hierarchy in Power BI 2023

Hierarchy in Power BI 2023

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.

Pie Chart with Hierarchy

Pie Chart with Hierarchy



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
Enable Drill Down

Enable Drill Down

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

Drill Mode on

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

Pie chart1

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

PieChart2



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

Piechart3

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

Drill Up

Drill Up

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

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