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CanuckBuck
New Member

Dataverse business unit hierarchy in power bi

I am brand new to Power BI (a few hours old).  I have many years of experience with Tableau.  I have a Dataverse database that I need to create some visulizations for (Which is why I'm using Power BI.  Tableau doesn't play nice with Dataverse, yet).  One of the things I need to visualize is the tree structure of our organization.  In fact, I want to use that tree as a mechanism to select related data.  The data is in the built-in Dataverse table called Business Unit.  The simplified structure of the table is;

 

NameParent BusinessHierarchy level
Enterprise[NULL] 
Division 1Enterprise1
Division 2Enterprise1
Division 3Enterprise1
Department 1Division 12
Department 2Division 12
Department 3Division 22
Department 4 Division 32
Group 1Department 13
Group 2

Department 1

3

Group 3Department 43

And so on...  (Hierarchy level wasn't originally part of the Dataverse table definition.  I added it).

 

I need to know how to create an expand/collapse list of this structure and use the selected item in the list to filter other visuals.

How do I do that (in the spirit of full disclosure, I'd need to post to a Tableau forum to learn how to do this in Tableau too... :-))?

2 ACCEPTED SOLUTIONS
v-jingzhan-msft
Community Support
Community Support

Hi @CanuckBuck 

 

You can also try using the native slicer visual. It can accept multiple columns to have a hierarchy in it. Use the slicer to select items in different hierarchies to filter other visuals. Here is a blog for your reference: How to Create an Organizational Hierarchy in Power BI?🔥 | by Gulce Ekin | Medium

 

Best Regards,
Jing
If this post helps, please Accept it as Solution to help other members find it. Appreciate your Kudos!

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2 REPLIES 2
v-jingzhan-msft
Community Support
Community Support

Hi @CanuckBuck 

 

You can also try using the native slicer visual. It can accept multiple columns to have a hierarchy in it. Use the slicer to select items in different hierarchies to filter other visuals. Here is a blog for your reference: How to Create an Organizational Hierarchy in Power BI?🔥 | by Gulce Ekin | Medium

 

Best Regards,
Jing
If this post helps, please Accept it as Solution to help other members find it. Appreciate your Kudos!

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