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Kat_00
Frequent Visitor

Create Table Sankey Diagram

To filter a Sankey diagram, I manually created a table that assigns the successor nodes and predecessor nodes to each node in a Sankey diagram.  Unfortunately, such manual creation is error-prone and time-consuming. Is there a way to create such a table automatically in Power Query (or DAX)?

To give you a better idea of what exactly should be created, the following images are shown.

A section of the original table (from which the Sankey diagram was created):

SourceDestination
A: Bloomberg AnywhereA: Euronext All Indices
A: Bloomberg Datalicense per RequestA: Markit EDM
A: Bloomberg Datalicense per RequestA: coreBanking
A: Markit EDMA: Report System - Analytics
A: Markit EDMA: Report System - Portfolio Analysis
A: Markit EDMA: Report System - Management Information
A: coreBanking - ProcessorA: Data Warehouse
A: coreBankingA: coreBanking - Processor
A: coreBanking - ProcessorA: Excelsior
A: Refinitiv Datascope SelectA: coreBanking
A: coreBanking - ProcessorA: Data Warehouse
A: coreBankingA: coreBanking - Processor
A: ExcelsiorA: ClientCenter
A: coreBanking - ProcessorA: Excelsior


A section of the table that I created manually. This table should contain all nodes from the sankey diagram in the node column. The successor column must not contain the end nodes (but the node itself) and the predecessor column must contain the start nodes (but the node itself).

nodesuccessorpredecessor
A: coreBanking A: Bloomberg Datalicense per Request
A: coreBankingA: Data Warehouse 
A: coreBankingA: coreBankingA: coreBanking
A: coreBankingA: coreBanking - Processor 
A: coreBankingA: Excelsior 
A: coreBanking A: Refinitiv Datascope Select
A: coreBankingA: Datamart Clover 
A: coreBanking - Processor A: Bloomberg Datalicense per Request
A: coreBanking - ProcessorA: Data Warehouse 
A: coreBanking - Processor A: coreBanking
A: coreBanking - ProcessorA: coreBanking - ProcessorA: coreBanking - Processor
A: coreBanking - ProcessorA: Excelsior 
A: coreBanking - Processor A: Refinitiv Datascope Select
A: coreBanking - ProcessorA: Datamart Clover 
A: Excelsior A: Bloomberg Datalicense per Request
A: Excelsior A: coreBanking
A: Excelsior A: coreBanking - Processor
A: ExcelsiorA: ExcelsiorA: Excelsior
A: Excelsior A: Refinitiv Datascope Select
A: ExcelsiorA: Datamart Clover 
A: Datamart Clover A: Bloomberg Datalicense per Request
A: Datamart Clover A: coreBanking
A: Datamart Clover A: coreBanking - Processor
A: Datamart Clover A: Excelsior
A: Datamart Clover A: Refinitiv Datascope Select
A: Datamart CloverA: Datamart CloverA: Datamart Clover


The Sankey Diagram:

Kat_00_1-1725034856987.png


The Sankey diagram when I have filtered by “Datamat Clover”, for example

Kat_00_0-1725034807106.png

2 REPLIES 2
Anonymous
Not applicable

Hi @Kat_00 ,

May I ask if lbendlin's reply was helpful? If so could you please mark lbendlin's reply as solution so more users can find the answer quickly. Thanks!

Best Regards,
Dino Tao

lbendlin
Super User
Super User

To filter a Sankey diagram

 

Create a disconnected table with all node names. Use that to feed the slicer

Create a measure that checks if the source or destination matches the selected value

Use the measure as a visual filter in the Sankey.

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