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Anonymous
Not applicable

Modelling with a complex deep organisational hierarchy

Hey all,

 

PBI noob here.

 

I am tripping over myself on how to approach the modelling for my organisation lookup table. The org structure is 4 layers deep. The data is manually created in excel, I am wondering how to best approach this to allow the drill down ability. Should I structure the data in excel a certain way or is there a better way to handle it in PBI?

 

This is an example of how the excel file is structured excluding top level... I have 12 Level 2 Groups and a myriad of different combinations of Level3/4.

Level 2 group ALevel 3 Group AALevel 4 Group AAA
  Level 4 Group AAB
 Level 3 Group ABNone
 Level 3 Group ACLevel 4 Group ACA
  Level 4 Group ACB
  Level 4 Group ACD
   
Level 2 Group BLevel 3 Group BANone
 Level 3 Group BBLevel 4 Group BBA
 Level 3 Group BCNone
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Anonymous 

Refer: https://radacad.com/parsing-organizational-hierarchy-or-chart-of-accounts-in-power-bi-with-parent-child-functions-in-dax

https://radacad.com/removing-blanks-from-organizational-ragged-hierarchy-in-power-bi-matrix-visual

https://radacad.com/dynamic-row-level-security-with-organizational-hierarchy-power-bi

 

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1 REPLY 1
amitchandak
Super User
Super User

@Anonymous 

Refer: https://radacad.com/parsing-organizational-hierarchy-or-chart-of-accounts-in-power-bi-with-parent-child-functions-in-dax

https://radacad.com/removing-blanks-from-organizational-ragged-hierarchy-in-power-bi-matrix-visual

https://radacad.com/dynamic-row-level-security-with-organizational-hierarchy-power-bi

 

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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