topic Re: DataViewMappings for hierarchical data with partial filtering in Custom Visuals Development Discussion

DataViewMappings for hierarchical data with partial filtering

PBIcustomizer — Fri, 13 Oct 2017 12:09:09 GMT

I have two groupings (category and subcategory), which I would like to represent in a hierarchical way in a custom visual.

Additionally to the measures filtered on the combinations of the two groupings, I would like to have access to the measure value for each value of the first grouping (the category) without the split into the additional subcategory.

The matrix visual does this and shows what I want under "Total". How can I configure a DataViewMapping to give me this information? Note that simply summing is not sufficient, as subcategories need not be unique or the measure could be a some ratio that doesn't have to sum up to 1.

Re: DataViewMappings for hierarchical data with partial filtering

v-viig — Mon, 16 Oct 2017 07:54:18 GMT

Hello @PBIcustomizer

Totals and subtotals ara not supported by Power BI Custom Visuals API yet.

They are in backlog but there's no ETA.

Ignat Vilesov,

Software Engineer

Microsoft Power BI Custom Visuals

pbicvsupport@microsoft.com

Re: DataViewMappings for hierarchical data with partial filtering

PBIcustomizer — Tue, 17 Oct 2017 07:29:51 GMT

Hello,

Thanks for your reply.

Another option would be to use two category fields, one just for "Category" and a second one with "Category" and "Subcategory" (configured as groupings). Can I configure a DataViewMapping that works like this? it would be easy to do with two mappings, but as far as I know this is not possible.

Any other way out?

Re: DataViewMappings for hierarchical data with partial filtering

v-viig — Tue, 17 Oct 2017 07:40:15 GMT

Yes're correct. Power BI Custom Visuals API doesn't support multiple data-views at lest for now.

I suppose that you might use the table mapping for your case.

Ignat Vilesov,

Software Engineer

Microsoft Power BI Custom Visuals

pbicvsupport@microsoft.com

Re: DataViewMappings for hierarchical data with partial filtering

PBIcustomizer — Tue, 17 Oct 2017 08:36:40 GMT

How exactly could I do that?

Currently I have this:

{
    "dataRoles": [
        {
            "displayName": "Category 1",
            "name": "category",
            "kind": "Grouping"
        },
        {
            "displayName": "Category 1 & 2",
            "name": "category2",
            "kind": "Grouping"
        },
        {
            "displayName": "Measure Data",
            "name": "measure",
            "kind": "Measure"
        }
    ],
    "dataViewMappings": [
        {
            "conditions" : [
                {
                    "category": { "max": 1 },
                    "category2": { "max": 2 }
                }
            ],
            "table": {
                "rows": {
                    "select": [
                        { "bind": { "to": "measure" } },
                        { "for": { "in": "category" } },
                        { "for": { "in": "category2" } }
                    ]
                }
            }
        }
    ]
}

Basically, I want the measures filtered by 'category' AND (completely separately) filtered by everything in 'category2'. That's not what this mapping does - how can I change it to get what I need?

For example: if Category and Subcategory are two columns in my data, I would be to put Category in the 'category' field and Category AND Subcategory in the 'category2' field. The filtering by 'category' would give the aggregate values per Category and filtering by 'category2' would give the values one level further down in the hierarchy, for each combination of Category and Subcategory.

Re: DataViewMappings for hierarchical data with partial filtering

v-viig — Wed, 18 Oct 2017 07:20:11 GMT

As far as I understand you want to implement something like Drill down.

Is my understanding correct?

Ignat Vilesov,

Software Engineer

Microsoft Power BI Custom Visuals

pbicvsupport@microsoft.com

Re: DataViewMappings for hierarchical data with partial filtering

PBIcustomizer — Wed, 18 Oct 2017 08:55:08 GMT

In principle yes, but I want access to the different hierarchies all at once.

I tried using drill down, but then I only get one specific view- either the top level (only one category) or the data filtered on everything.

Is there a way to combine the hierarchies when using drill down? Maybe persisting the data from the higher levels?

Re: DataViewMappings for hierarchical data with partial filtering

v-viig — Thu, 19 Oct 2017 07:48:44 GMT

As far as I know, Power BI doesn't support combining hierarchies.

Ignat Vilesov,

Software Engineer

Microsoft Power BI Custom Visuals

pbicvsupport@microsoft.com

Re: DataViewMappings for hierarchical data with partial filtering

mastone — Mon, 04 Mar 2024 22:47:20 GMT

I know this is really old, but do you know if the custom visuals support summarization of a hierarchy now? I have a matrix like dataViewMappings and need to get the summary at each hierarchy level.