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EaglesTony
Post Prodigy
Post Prodigy

What visual would I use for a drill through using the plus sign (+)

I currently have a report doing drill through using the table visual (4 tabs drilling through tab 1 to tab2 to tab3 to tab4).

 

I need now to see if I can convert it to 1 tab with a tree view as an example:

 

+Top Level

      +Level 2

      +Level 2

         +Level 3

         +Level 3

               Level 4

 

Basically if you expand(by clicking on the plus sign) "Top Level" it shows you the "Level 2" branches and if you expand this level (using the plus sign) it shows you Level 3, etc.

 

What kind of visual is this ?

 

6 REPLIES 6
EaglesTony
Post Prodigy
Post Prodigy

Thanks.

 

I'm not sure if this is possible, but I have 4 layers of data

 

Parent

Child

GrandChild

GreatGrandChild

 

I can all 4 of these by putting them in the "Rows" for the Matrix.

 

What I need is to have additional data on each as such:

 

Key:                                             Name

+ Parent-123                              Joe

    +Child                                    Jane

    +Child                                    Frank

       +GrandChild                       Alice

          +GreatGrandChild           Tom

 

+ Parent-456                             Jack 

 

 

My table has the following fields:

 

ParentKey

ParentName (Joe)

ChildKey

ChildName (Jane)

ChildKey

ChildName (Frank)

GrandChildKey

GrandChildName (Alice)

GreatGrandChildKey

GreatGrandChildName (Tom)

 

I'm not sure how to get Name for each across the top so it shows this way ?

Anonymous
Not applicable

Hi,@EaglesTony I am glad to help you.
Hello,@ExcelMonke,thanks for your concern about this issue.

Your answer is excellent!
And I would like to share some additional solutions below

You could try the decomposition tree in Power BI

The Decomposition Tree allows the user to present multiple levels of data in a single view, and each level can be expanded by clicking on the plus sign.
Here's a document about decomposition trees that I hope will be helpful to you.

URL:Decomposition tree - Power BI | Microsoft Learn
How to Create a Decomposition Tree in Power BI - Zebra BI

vjtianmsft_0-1719823800503.png

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.

Best Regards,

Carson Jian,

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

 

That is something that doesn't look great.

 

Is there no way on a Matrix visual to do what I want to do ?

Anonymous
Not applicable

Hi,@EaglesTony   Thank your for your reply.

If you want to use a matrix, you can do so by creating a hierarchy and using switch with the

Below is my test.
Creating Hierarchies

vjtianmsft_0-1719994544606.png

Add column to the hierarchy

vjtianmsft_1-1719994574421.png

create measure:

Name = 
VAR _p = SELECTEDVALUE(Sheet1[ParentKey])
VAR _c = SELECTEDVALUE(Sheet1[ChildKey])
VAR _gc = SELECTEDVALUE(Sheet1[GrandChildKey])
VAR _ggd = SELECTEDVALUE(Sheet1[GreatGrandChildKey])
RETURN SWITCH(TRUE(),
    HASONEFILTER(Sheet1[GreatGrandChildKey]),CALCULATE(SELECTEDVALUE('Tabelle1'[GreatGrandChildName]),'Tabelle1'[GreatGrandChildKey]=_ggd),
    HASONEFILTER(Sheet1[GrandChildKey]),CALCULATE(SELECTEDVALUE('Tabelle1'[GrandChildName]),'Tabelle1'[GrandChildKey]=_gc),
    HASONEFILTER(Sheet1[ChildKey]),CALCULATE(SELECTEDVALUE('Tabelle1'[ChildName]),'Tabelle1'[ChildKey]=_c),
    HASONEFILTER(Sheet1[ParentKey]),CALCULATE(SELECTEDVALUE('Tabelle1'[ParentName]),'Tabelle1'[ParentKey]=_p)
    
    )
//use HASONEFILTER() or ISINSCOPE()

Here is the result:

vjtianmsft_2-1719994639999.png

vjtianmsft_5-1719994738064.png

 


Here is my test data:

vjtianmsft_3-1719994661945.pngvjtianmsft_4-1719994669144.png

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.

Best Regards,

Carson Jian,

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





If I wanted to add a "Status field" next to each, is it possible ?

 

So it would have Name and next column over would be "Status".

ExcelMonke
Super User
Super User

Matrix 🙂 





Did I answer your question? Mark my post as a solution!

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