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Jasonwalker
Frequent Visitor

Struggling with Hierarchy - Both Date & Data Hierarchy

I have been tasked with bringing a report which is currently done through in Excel into a Power BI format. 

 

What I'm struggling with is getting the data into a hierarchy so I can utilise drill downs and also display the data in some type of line graph to potentially show trends. Problem I'm having is getting this data set correct. 

 

The actual data I have is good. I have the machines showing a month on month trend in collumn format. The problem I have is translating the data into Power BI, it's all over the place and not hierarched. 

 

Can anyone understand my issue and assist? I can certainly provide more data / information if needed.

 

 

data1.PNGgraph1.PNGdata2.PNGdata3.PNG

1 ACCEPTED SOLUTION
v-yanjiang-msft
Community Support
Community Support

Hi @Jasonwalker ,

According to your description, you can try to unpivot columns in Power Query. Select all month columns and click Unpivot Columns.

vkalyjmsft_0-1663921519300.png

Then if you want to display date hierarchy, you should create date hierarchy first. For example a year-month hierarchy.

Create a year column.

Year = RIGHT('Table'[Month],2)

vkalyjmsft_1-1663921843566.png

Put year and month column in the X-axis of chart, the drill down button appears.

vkalyjmsft_2-1663921957603.png

Click it then get the next level.

vkalyjmsft_3-1663922015227.png

I attach my sample below for your reference.

 

Best Regards,
Community Support Team _ kalyj

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

 

View solution in original post

2 REPLIES 2
Jasonwalker
Frequent Visitor

You're an absolute life saver! This is exactly what I've been looking for. 

Thanks so much!

v-yanjiang-msft
Community Support
Community Support

Hi @Jasonwalker ,

According to your description, you can try to unpivot columns in Power Query. Select all month columns and click Unpivot Columns.

vkalyjmsft_0-1663921519300.png

Then if you want to display date hierarchy, you should create date hierarchy first. For example a year-month hierarchy.

Create a year column.

Year = RIGHT('Table'[Month],2)

vkalyjmsft_1-1663921843566.png

Put year and month column in the X-axis of chart, the drill down button appears.

vkalyjmsft_2-1663921957603.png

Click it then get the next level.

vkalyjmsft_3-1663922015227.png

I attach my sample below for your reference.

 

Best Regards,
Community Support Team _ kalyj

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

 

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