Forum Discussion
Use Network Graph by Powerviz to create entity/shareholder hierarchy with ownership percentage
Community SupportHi celine_84 , hope you are doing great. May we know if your issue is solved or if you are still experiencing difficulties. Please share the details as it will help the community, especially others with similar issues.
Hi v-hashadapu, thank you for your explanations on the differences between hierarchies and network graphs. However, I don't quite understand how to use child node cloning in my case to filter a shareholder and display all of their ownership layers. The tests I have performed so far have not been successful.
- v-hashadapu
Hi celine_84 , Thank you for reaching out to the Microsoft Community Forum.
To make a shareholder’s full ownership tree inside Power BI you must precompute paths (clone child nodes). Start from your direct Edges table (Source, Target, Ownership) and run a Power Query routine that expands outward from a chosen start node: find its direct targets, then targets-of-targets, etc., up to a maxDepth. Each discovered edge becomes a row annotated with a PathID and Level so the same entity can appear multiple times (once per distinct path). Loading that table into the model gives you an explicit everything owned by X dataset you can filter and report on.
Make sure to add two protections, limit maxDepth (3–5 for interactivity) so the table doesn’t explode and prevent cycles by rejecting any next node already present in the same PathID. Without cycle detection a loop in ownership will create runaway duplicates and break tests. Create PathID by concatenating the parent path with a small suffix so you can trace which route produced each cloned node.
Wire it as a parameterized function and expose startNode via a Power Query parameter or a disconnected slicer table that a wrapper query reads. Calling the function for a given shareholder returns the unfolded edges for that shareholder; feed that to the Network Graph (Source -> Target) or any table/visual and it will show all direct and indirect holdings.
If you only need interactive exploration and not a precomputed full tree, skip cloning. Keep a simple Source -> Target table and use the network visual’s expand-on-click. Cloning is only necessary when you must filter or report all entities owned (directly+indirectly) by X inside Power BI.