Forum Discussion
Create hierarchies using M, not DAX
- 1 year ago
Hi jaryszek ,
Looking at the solutions provided, both approaches will work, but let me address the performance question about List.PositionOf:
About List.PositionOf vs Table.SelectRows: You're right that List.PositionOf can be faster, but it depends on your data structure. Here's a hybrid approach that combines the best of both:
// First, create lookup lists for better performance let Source = your_table, EmployeeIDs = Source[EmployeeID], ManagerIDs = Source[ManagerID], // Add hierarchy level using list lookup GetLevel = (empID as number) as number => let GetLevelRecursive = (currentID, level) => let position = List.PositionOf(EmployeeIDs, currentID), managerID = if position = -1 then null else ManagerIDs{position} in if managerID = null then level else @GetLevelRecursive(managerID, level + 1) in GetLevelRecursive(empID, 0), Result = Table.AddColumn(Source, "Level", each GetLevel([EmployeeID])) in ResultPerformance comparison:
- List.PositionOf: Faster for lookups, but you need to manage the lookup logic
- Table.SelectRows: Slower but cleaner code and handles complex scenarios better
For your case: If you have under 10,000 employees, the performance difference won't be noticeable. Table.SelectRows is probably fine and more maintainable.
If performance is critical: Use the list-based approach above - it creates the lookup lists once and reuses them.
The recursive solutions provided by @jaineshp are solid. The List.Generate approach is particularly good for avoiding infinite loops if you have data quality issues.
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This response was assisted by AI for translation and formatting purposes.
Hey jaryszek ,
Looking at your table structure, you can create hierarchy levels in Power Query using a recursive approach. Here's a concise solution:
Step 1: Add Custom Column for Level:
= Table.AddColumn(#"Previous Step", "Level", each
let
GetLevel = (empID) =>
let
manager = try Table.SelectRows(#"Previous Step", (x) => x[EmployeeID] = empID){0}[ManagerID] otherwise null
in
if manager = null then 0
else @GetLevel(manager) + 1
in
GetLevel([EmployeeID])
)
Step 2: Add Full Path (Optional) If you want the complete hierarchy path:
= Table.AddColumn(#"Previous Step", "Level", each
List.Count(
List.Generate(
() => [ManagerID],
each _ <> null,
each try Table.SelectRows(#"Previous Step", (x) => x[EmployeeID] = _){0}[ManagerID] otherwise null
)
)
)
Expected Results:
- Alice (ID 1): Level 0 (top level)
- Bob, Carol (IDs 2,3): Level 1 (report to Alice)
- Dave, Eve (IDs 4,5): Level 2 (report to Bob)
- Frank (ID 6): Level 2 (reports to Carol)
The second method handles circular references better and is more performant with larger datasets. Both will give you the hierarchy levels you need without touching DAX.
Works much better than calculated columns for performance, especially with larger datasets.
Best Regards,
Jainesh Poojara | Power BI Developer