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David_F64
Frequent Visitor

Displaying a Hierarchy with attributes

I have two tables that describe a software menu structure and access roles

1) A Hierarchy table with  three columns (Node, Description and Parent_node)

2) Node Access - This shows which roles may access, with three columns, Node, Role_number, Role_description (around 3000 nodes, maximum levels 10)

Each node may have several (up to 30) Access roles

(the source data is actually more complex, but I will create views that limit it to these 2 tables as that is the only relevant data)

 

I am searching for a way to display this in PowerBI. Currebtly I am using an excel Pivot table that sort of works, but ideally I would like the user to be able to drill down a hierarchy and see a list of applicable access roles on each node (a drill thorugh would be OK)

 

Any suggestions ? 

2 REPLIES 2
FarhanJeelani
Super User
Super User

To display this in Power BI with drill-down functionality, you could try this approach:

 

1. Set Up a Hierarchy Visual:
- Import both tables into Power BI and link them via the `Node` column.
- Use a Matrix or Tree Map visual for the hierarchy. Add `Node` and `Description` from the Hierarchy table, setting them as a hierarchy in the visual, so users can expand/collapse levels.

 

2. Show Access Roles:
- Add the `Role_description` from the *Node Access* table to the Matrix visual to display roles associated with each node.
- If you want a detailed role view, set up a drill-through page with `Node` as a filter, and add `Role_number` and `Role_description` as a table. Users can right-click a node and drill through to see access roles.

This setup should let users explore the hierarchy and view roles for each node easily.

neither of those visuals really display the hierarchy correctly

I tried a couple of custom visuals, and although they did display the data, having such a big hierarchy meant you couldnt actually see the data

(idealy clicking on a node would make that the top level, and then just display children from there, with teh ability to click on one of those child nodes to then display it as the top node)

I have more or less come to the conclusion that PowerBI isnt the way to go here

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