Forum Discussion
Portfolio hierarchy chart - HELP!
Hi team,
I have a large table that contains project information, each row represents one projects worth of data. This is set up with the following columns ,Project ID (unique identifyer), Name, Phase, Branch, Investment Category. I would love the create a top to bottom style org chart that shows the pre filtered phase at the top (ie. Deliver) then the Branches as the second level, then then all the projects that sit under each of those branches as a third stacked level. I have been battling with the Hierarchy Chart by MAQ and other visuals but all I can get is a top layer that is 1 x square call ROOT, and then all the other information on the second line squished together. I've tried to create ID and Parent ID (Project Code + Phase and things like that) but have yet to have any luck. Note that each row may have differnet combinations of Branch, Investment category, phase.
Nothing I do works and I don’t understand why. Below is what I would like to get and what I have been getting.
Any help would be appreciated.
Hi Anonymous ,
Based on the testing, you should have a parent id column and the parentId of the first row is empty. The project column and the parent column have the same data type.
Best Regards,
Wisodm Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 Replies
- rajendraongole1
Super User
Hi Anonymous - Creating a hierarchical structure like the one you described in Power BI can indeed be challenging, especially when working with visuals that require custom structures. The Hierarchy Chart by MAQ and other visuals can be tricky because they often rely on specific formatting for "ID" and "Parent ID" fields, and without the right configuration, they tend to display a "ROOT" node with everything squished together.
Once your data is structured, use the MAQ Hierarchy Chart visual or any other hierarchy visual that allows for "ID" and "Parent ID" fields:
If the Hierarchy Chart visual doesn’t produce the desired layout, consider:
Using Matrix visuals in Power BI to display a hierarchy-like structure without explicit ID/Parent ID dependencies.
Power Apps integration: If feasible, build a custom visual with Power Apps that can handle more complex hierarchical data with flexible control over formatting.Power Apps visual for Power BI - Power Apps | Microsoft Learn
https://www.youtube.com/watch?v=fFp5i3BDKec
Hope this information helps.
Hi Anonymous ,
Based on the testing, you should have a parent id column and the parentId of the first row is empty. The project column and the parent column have the same data type.
Best Regards,
Wisodm Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
