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MarkDGaal
Helper III
Helper III

Using the Custom Heirarchy Filter

Hi guys, I'm presently using the Hierarchy Filter (custom visual in the PBI gallery) to create a taxonomy that allows my end-users to more easily find and specify a cost type that they are looking for...

snip.PNG

For example, users may want to only include Maintenance Part Cost on Aircraft only that occured as a result of Unscheduled Events, and effected Airframe or Cockpit Avionics on the aircraft (top left filter). Similarly, they may want to only see Base salary personnel costs for (air) personnel located at a unit or branch who actually are Flying personnel (lower left filter). 

 

Some of these hierarchies are common between Maintenance Parts and Personnel. However, many are not... for example a personnel costs could never be associated with Cockpit Avionics which are identified by the [Maintenance Part Category] column in my hierarchy table.

 

This means that if costs for Personnel and Maintenance Parts were to reside in the same table personnel costs would have blanks in the [Maintenance Part Category] column and users would have to ensure that "(Blanks)" are always checked otherwise one cost type would filter another cost type. Ergo, I have to create Many-to-One relationships with a Single direction relationship between the various cost tables and a final summary table. Like the below to prevent having to have (blanks) always selected in the various cost categories.

snip2.PNG

 

What I would like to achieve would be to add another [top-level hierarchy] to all cost tables with the values of "Personnel Costs", "CARMAC / CAMITS Maintenance Part Costs", "Touch Maintenance Costs", "Fuel Costs", etc... and have all of the cost table reside in ONE Hierarchy filter without having (Blanks) appear in any category because a particular lower-level hierarchy doesn't apply to that cost type/table...... is there anyway that is possible?

   

3 REPLIES 3
Eric_Zhang
Microsoft Employee
Microsoft Employee

@MarkDGaal

 

I tried the data model in your snapshot, however the Hierarchy Slicer returns error "can't determine relationship between the fields". I don't know about your table and data structure, IMHO, to have all of the cost table reside in ONE Hierarchy filter without having (Blanks), one possible way might be to create a calculated table like

 

Capture.PNG

and create a calculated column in "the same table"(not seperated tables as in snapshot) accordingly. Then map those tables against those two calculated tables.

Hi @Eric_Zhang, I'm not following, but to help us I've created this example .pbix file to demonstrate that the data model I pictured in my last post does work. Perhaps you can apply what your are talking about to this file.

 

Hierarchy Slicer working with Many-to-One Single Direction DM

Still could use some help on this one.... If it's possible.

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