Need Solution of Possible Visuals or MQA Software Hierarchy View Visual

[NavyaMounika]

 Hi Everyone,

I have attached below dataset for my problem area. I have to represent below data in Organization Tree View. However i dont have any ID or parent ID column in my data set. Please help me with resolution

Account	Track Name	Automation Method	Baseline	Category
Mss	Storage	Tool Based	CUSTOM	Cat C
EB	Windows	Script Based	VANILLA	Cat B
EB	virtualization	Script Based	VANILLA	Cat B
EB	virtualization	Script Based	VANILLA	Cat B
EB	Linux	Script Based	VANILLA	Cat B
Adc	Backup	Tool Based	CUSTOM	Cat C
Adc	Firewall	Tool Based	CUSTOM	Cat C
EB	Storage	Script Based	VANILLA	Cat B
EB	vApp	Tool Based	CUSTOM	Cat B
Adc	Firewall	Tool Based	CUSTOM	Cat C
Adc	AutoSys	Tool Based	CUSTOM	Cat C
Adc	Integrated Command Center	Tool Based	CUSTOM	Cat C
SSE	OpsSec	Tool Based	CUSTOM	Cat C
EB	Email Ops	Script Based	VANILLA	Cat B
EB	Email Ops	Script Based	VANILLA	Cat B
SSE	OpsSec	Tool Based	CUSTOM	Cat C
SSE	OpsSec	Tool Based	CUSTOM	Cat C
SSE	OpsSec	Tool Based	CUSTOM	Cat C
SSE	OpsSec	Tool Based	CUSTOM	Cat C
SSE	DB	Tool Based	CUSTOM	Cat C
SSE	DB	Tool Based	CUSTOM	Cat C
SSE	DB	Tool Based	CUSTOM	Cat C
LS	linux	Tool Based	CUSTOM	Cat B
EB	AWS	Script Based	VANILLA	Cat B
EB	AWS	Script Based	VANILLA	Cat B
EB	AWS	Script Based	VANILLA	Cat B
EB	AWS	Script Based	VANILLA	Cat B
EB	Storage	Script Based	VANILLA	Cat B
EB	Storage	Script Based	VANILLA	Cat B
EB	Storage	Script Based	VANILLA	Cat B
EB	Storage	Script Based	VANILLA	Cat B
EB	Backup			Cat B
EB	Linux	Script Based	VANILLA	Cat B
EB	Linux	Script Based	VANILLA	Cat B
EB	Linux	Tool Based	CUSTOM	Cat B

[Anonymous]

Hi @NavyaMounika 

Thanks to SamInogic for responding to this thread.

Perhaps you could try using a customized visiual (Hierarchical Tree xViz v3.0.1)
First create a hierarchy like Category - Baseline - Automation Method - Account - Track Name.

Then create a measure like CountOfTrackName = Count('Table'[Track Name])
Create the visual, drag the measure into 'Value' and the hierarchy into 'Category'.

Best Regards,
Jarvis Tang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[SamInogic]

Hi,

As per our understanding you want to represent the given dataset as an Organization Tree View without explicit ID or Parent ID fields. By inferring a hierarchy based on columns like Account, Track Name, Automation Method, Baseline, and Category, you can create a structured tree view.

Here's a step-by-step solution:

Step 1: Load Data into Power BI

1. Open Power BI Desktop.
2. Click Home > Get Data > Text/CSV (or appropriate format) and load your dataset.
3. Verify the data in the Data View to ensure proper loading.

Step 2: Prepare the Data for Hierarchy

Since the dataset lacks explicit parent-child relationships, you can derive the hierarchy based on the column structure:

• Account → Root level.
• Track Name → Child of Account.
• Automation Method → Child of Track Name.
• Baseline → Child of Automation Method.
• Category → Final level.

Step 3: Create the Hierarchy

1. In the Fields Pane:
• Right-click the Account column and select New Hierarchy.
• Rename the hierarchy to "Org Hierarchy."
• Drag Track Name, Automation Method, Baseline, and Category into this hierarchy in the correct order.
2. The hierarchy structure should look like:

Org Hierarchy

    ─ Account

    ─ Track Name

    ─ Automation Method

    ─ Baseline

    ─ Category

Step 4: Use a Custom Visual for Tree View

Power BI does not have a built-in tree view. Instead, use a custom visual:

1. Import a Custom Visual:
• Go to Home > Get more visuals > From AppSource.
• Search for "Hierarchy Tree" or "Org Chart."
• Suggested visuals:
• Hierarchy Tree (by Akvelon)
• Org Chart (by MAQ Software)
• Click Add to import.
2. Add the Custom Visual:
• Select the imported visual from the Visualizations Pane.
• Drag and drop the "Org Hierarchy" fields into the visual.

Step 5: Format and Customize

1. Configure the hierarchy display:
• Set Account as the root level.
• Enable expand/collapse functionality for interactive navigation.
2. Add tooltips:
• Drag additional fields (e.g., Baseline, Category) into the Tooltip field for more details.
3. Style the visual:
• Adjust node size, colors, and fonts for better readability.

Step 6: Add Interactivity

1. Use slicers for filtering specific accounts, categories, or automation methods.
2. Add filters at the visual, page, or report level to allow users to focus on specific data points.

You will see an interactive organization tree where:

• The hierarchy starts with Account and drills down to Category.
• Users can expand/collapse nodes to navigate the data.
• Tooltips provide additional details for each level.

Hope this helps.

Thanks!