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markst
Frequent Visitor

Inform Report User of DrillDown Hierarchy Available in a Given Visual

Hi All,

Many of our report visuals provide hierarchical drill-down.  Report users do not know the hierarchy levels until they actually drill-down.  Is there a way to provide information on the drill-down hierarchy for a given out-of-the-box visual that a report user can see without having to actually drill down?  At the moment I am including a text list of the hierarchy levels for a given visual and providing the user with a button that toggles its visibility.  This approach is tedious and adds a lot of time to managing a report design.

thanks in advance 🙂

1 ACCEPTED SOLUTION

Hi @AllisonKennedy, Thank you for the information.  While waiting for responses I learnt about the new "Visual Header Tooltip".  I will use this new feature and Report Tooltips to provide the required info.

regards

Mark

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2 REPLIES 2
AllisonKennedy
Super User
Super User

Not exactly sure what info you're trying to display, but you could build a measure that outlines the available hierarchy levels and use the drilldown button functionality to set the text and tooltips for the button to use that custom measure. That will still be a bit tedious and manual in the creation of it. You can also train users to use the Filter pane to see what data might be available if they drill down, those this isn't certain as it's possible to add more fields to filter than are in the hierarchy.

Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

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I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

Hi @AllisonKennedy, Thank you for the information.  While waiting for responses I learnt about the new "Visual Header Tooltip".  I will use this new feature and Report Tooltips to provide the required info.

regards

Mark

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