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Fields Parameter w. hierarchies: provide option to collapse by default / add upper lvls when exp.

Hi,
Since the update July 2025, Matrix visuals with fields parameter hierarchies show a confusing behavior when one field is on different hierarchy levels.


To illustrate the issue I created a test report with the following field parameter:

 

FP_Test = {
    // Group1
    ("Category", NAMEOF('Product'[Category]), 0, "Group1"),
    ("Business Type", NAMEOF('Reseller'[Business Type]), 1, "Group1"),
    // Group2
    ("Country", NAMEOF('Sales Territory'[Country]), 10, "Group2"),
    ("Category", NAMEOF('Product'[Category]), 11, "Group2"),
    // Group3
    ("Business Type", NAMEOF('Reseller'[Business Type]), 20, "Group3"),
    ("Color", NAMEOF('Product'[Color]), 21, "Group3")
}

 

The fields "Category" and "Business Type" are part of 2 hierarchies but on different levels.

The visual looks like this:

AnniMi_0-1753794398982.png

 

If I now switch to Group2, I get the following display:

AnniMi_1-1753794556097.png

 

For the users, it looks as if the button did not work, as the category is still displayed. They can't even recognize that they are at a drilled down level because no +/- signs and no elements of the next higher hierarchy are displayed. 

Switching now to Group3 it gets completely weired because only the lowes level ("Color") is visible whereas the user would expect to start with "Business Type".

AnniMi_3-1753796473299.png

The users have to be very experienced to notice that they are looking at a drilled down level and need to drill up 

AnniMi_2-1753795112193.png

to see the full hierarchy for this group:

AnniMi_4-1753796578131.png

 

Starting with an expanded hierarchy in Group1, it is not apparent in which case the hierarchy remains expanded, when it is collapsed and when a drill down takes place without a top level hierarchy. Anyway, a hierarchy that is expanded by default is not recommended or possible for a large number of hierarchy elements.

 

The same behavior applies to bar charts and column charts, where it is even more difficult to recognize that it is a next lower level and you have to drill up.

 

Please add a formatting option to all visuals that works with the drill-up/drill-down functionality, where the developer can choose whether the matrix/chart should collapse when switching the dimensions or retains its expanded state.

 

And if a matrix/chart retain the expanded state, please add the upper levels as well!

I'm working as BI Consultant for customers and they complain about this new behavoir, because it appears as if the dynamic doesn't work anymore. I don't want to go back to bookmarks switching between various matrix visuals.

 

Thanks and best regards!

Status: New
Comments
levkro1234
New Member
We are experiencing a similar issue on our side: the expand/collapse functionality fails to work properly when multiple filter parameters are applied. This affects the majority of our reports and significantly impacts usability. It worked normally during the demo mode but broke after switching to the main feature. It works as expected only when no filter conditions are set, which clearly suggests it's a bug. We hope this will be addressed and resolved soon.
sørenleif
Regular Visitor
erpfau
Frequent Visitor
Related Reddit post where it's stated that Microsoft is aware of the issue: https://www.reddit.com/r/PowerBI/comments/1mk8n7v/july_2025_matrix_behavior_change_field_parameters/...