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Anonymous's avatar
Anonymous
Not applicable
1 year ago
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Powerbi hierarchy Build

Hi Team 

 

I am not able to build hierarchy in PowerBI as I am facing issue in building it can you help me to build it as I am facing some issue as I have Owner column In cert_details as I have separated into 15 columns but as I am not able to build hierarchy as shown in Screenshot also the logic should be correct as Suresh is the boss suppose only 5 people should report to suresh followed by other people

14 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion

    Anonymous Sorry, having trouble following, can you post sample data as text and expected output?
    Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

    Also, 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

    The most important parts are:
    1. Sample data as text, use the table tool in the editing bar
    2. Expected output from sample data
    3. Explanation in words of how to get from 1. to 2.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Greg_Deckler 

      I posted this in my previous chat as I am anot able to build hierarchy like this the screenshot which is listed below. 

       
      So I have one cert_Details in that I have 1 column Owner in that I have hierarchy build like 4 to 5 people in 1 column so I have Separated like Owner 1, Owner 2 , Owner 3 etc so How to build hierarchy like the screenshot listed above in slicer or tree visual in Powerbi.
      This kind of problem is not listed above. Can you help me to resolve this..

       

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi Team 

        I have more issue I have tree based hierarchy in Hierarchy slicer option so for that I have to sync up with Matrix table so suppose if I select anything in Hiearchy Slicer suppose any manager name for example :- Justin - so I am seeing the Tree based hierarchy for justin in Hierarchy slicer and same should come in matrix tree based automatically so how to sync this.

        can you please let me know here I am attaching the screenshot for the reference, Do let me know 

         

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous 

     

    Can you please update 

    I am getting hierarchy as independantly as Owner1, Onwer2 like Suresh Kumar is the boss under him all people should come but here what I am seeing everyone is coming separately as slicer , as I have use path function but that is also not working can you please update.

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Anonymous,

      Thank you for reaching out in Microsoft Community Forum.

      Thank you Greg_Deckler  for the helpful response.

      Please follow below steps for required output;

      1.Verify that each row in the data correctly represents a parent-child relationship (e.g., Suresh → Ravi).

      Example structure:


      Owner1 Owner2 Owner3
      Suresh Ravi Kiran
      Suresh John -
      Ravi Kiran

      2.Apply the PATH function to create a parent-child relationship:

       HierarchyPath = PATH(YourTable[Owner1], YourTable[Owner2])

      3.Use the PATH function to create a calculated column representing the hierarchy and add it to the Fields pane.

      4.Drag the hierarchy column into a slicer or TreeViz visual, ensuring the parent-child relationship is set correctly.

      Please continue using Microsoft Community Forum.

      If you found this post helpful, please consider marking it as "Accept as Solution" and give it a 'Kudos' to help others find it more easily.

      Regards,
      Pavan.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous,

    I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please "Accept  as  Solution" and give a 'Kudos' so other members can easily find it.

    Thank you,
    Pavan.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous,

    I hope this information is helpful. Please let me know if you have any further questions or if you'd like to discuss this further. If this answers your question, kindly "Accept  as  Solution" and give it a 'Kudos' so others can find it easily.

    Thank you,
    Pavan.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Anonymous  

       

      Basically my hierarchy is already built from L1-L15 and I built Hierarchy and Use as visualazation as Matrix and built Tree hierarchy so basically I want to know how we can implement automatic feature suppose If I am searching Justin Manually in my search box in slicer so I want Justin Tree Hierarchy should come below , but now what is happening I have to drill down and search for particular person , help me to solve that problem not like using path functions and all that is basically not solving my purpose.

      do let me know 

       

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Team 

     

    How to add and make search option function automatically suppose if  i select Justin manually in search option in slicer so how should I see Justin Tree Hierarchy automatically ? under him who all report to him.

    Do let me know 

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Anonymous,

      Thank you for reaching out in Microsoft Community Forum.

      Please follow below steps for desired output;

      1.Make sure your data has a structure with columns like Employee and Manager. This allows use of DAX functions like PATH() to build hierarchy paths.

      2.Create a HierarchyPath column:
      HierarchyPath = PATH([Employee], [Manager])

      3.Add a measure to check if the selected person exists in the path:
      IsUnderSelectedManager =
      VAR SelectedManager = SELECTEDVALUE('Table'[Employee])
      RETURN IF(PATHCONTAINS('Table'[HierarchyPath], SelectedManager), 1, 0)

      4.Add this measure to your Tree visual or table as a filter where IsUnderSelectedManager = 1. When you search/select "Justin" in the slicer, only his hierarchy (people under him) will be shown.

      Please continue using Microsoft community forum.

      If you found this post helpful, please consider marking it as "Accept as Solution" and give it a 'Kudos'. if it was helpful. help other members find it more easily.

      Regards,
      Pavan.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous,

    I wanted to follow up since we haven't heard back from you regarding our last response. We hope your issue has been resolved.
    If the community member's answer your query, please mark it as "Accept as Solution" and select "Yes" if it was helpful.
    If you need any further assistance, feel free to reach out.

    Please continue using Microsoft community forum.

    Thank you,
    Pavan.

  • v-echaithra's avatar
    v-echaithra
    Icon for Community Support rankCommunity Support

    Hi Anonymous ,

    As we haven’t heard back from you, we wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?
    If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

     

    Regards,
    Chaithra.