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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Dynamic Hierarchy

Hello Friends,

I have a requirement in one of my reports. Trying to convert from SSRS to the awesome Power BI reports.

I have a report which has different category 
1. Products
2. Country
3. Date

Is it possible to create a dynamic Hierarchy for these 3 categories.? i.e the user should be able to select each of the above three categories in no specific order and the resultset ( which is in a matrix visualization) should change accordingly. The resultset has sales data in case you guys were wondering on the summarized column. Sales fields are Gross Amt, Net Sales, Import Sales, Export Sales etc.

I tried to use bookmarks but apparently it does not change the level of the fields.

 

In traditional SSRS setup, we have to one report for each of the combination of hierarchy 

Product =>

  • (Countries containing this product)
    • Date ranges of these country product combination

Let me know if you need further clarification.

 

Abhi

Need Help
  • MFelix's avatar
    MFelix
    8 years ago

    Hi Anonymous,

     

    Sorry for the delay in seeing this but issues at work. 

     

    Althoiugh I have seen some links to make the hierarchy slicer change they are based on values with the same table:

     

    https://xxlbi.com/blog/dynamic-hierarchies-in-power-bi/

     

    Believe that your options is to create 3 matrix visuals one with each hierarchy level order, then create a bookmar for each one and hiding the other two tables then just add buttons and link them to the bookmarks.

     

    Check example attach.

     

     

    Regards,

    MFelix

8 Replies

  • MFelix's avatar
    MFelix
    Super User
    8 years ago

    Hi Anonymous,

     

    Can you please explain better waht you want to achieve? What do you mean by:

     

    " i.e the user should be able to select each of the above three categories in no specific order and the resultset ( which is in a matrix visualization) should change accordingly."

     

    The use of bookmarks can change the level of the fields but you need to setup everything in the correct way, on your explanation I'm not abble to understand your needs.

     

     

     

    Please see this post regarding How to Get Your Question Answered Quickly:
    https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490 (courtesy of Greg_Deckler)

     

    Regards,

    MFelix
     

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Selection Hierarchy 2Selection Hierarchy 3Selection Hierarchy 1

      Hello MFelix

       

      Attached is my exact requirement. I have created 3 sample pages: with different levels of Hierarchy / selection. I want to use bookmarks or something similiar in Power BI to give users the option to select which hierarchy they want to view the reports. I do not want to go in the "creating 3 report pages" route. Below is the link from where I downloaded sample data for Power BI ( for your reference).

       

      Let me know if I was clear.

      Abhi

       

      Financial Sample for Power BI

      • MFelix's avatar
        MFelix
        Super User
        8 years ago
        Hi Anonymous,

        I have been travelling work related.

        I didn't forgot about this. I will answer soon sorry for the delay.

        Regards,
        MFelix