2-5a

>> To help your users navigate through your data, you can create hierarchies, to help them understand the different levels in your data and how they can move up and down between them. Let's take a look at how you can build those and work with them in Power BI. I got some data here, and you can see that I've got a Category segment, Manufacturer, and Products. So within each category, we will have multiple segments, within each segment, there are multiple manufacturers who produce individual products. And to help users navigate through this data, we can create a hierarchy. They're in the field list, you can see I've got in my Product table, Category, Manufacturer, Product, and Segment. And to stop building a hierarchy, I can just drag one of these fields onto the other. Let's take our Segment, drag it into Product, and then I can take Manufacturer, and drag it onto the hierarchy, and add Category as well. Now you'll see, I've got all of those different fields. Now to stop moving them around, I can either right click or click the... I move them up and down through that hierarchy. I'm gonna put Category at the top, and Segment, move it up, and then finally we want Product at the bottom. So let's move Product down. So I can see Product Hierarchy goes Category, Segment, Manufacturer, Product. I could also rename the title of this hierarchy. And typical sort of best practice is actually to hide the remaining fields, just so that the users don't get confused between individual fields versus the whole thing. So now anytime I use this Category, for example to build a new chart, add an new column chart, I can drag that entire hierarchy onto our axis. Let's look at the Units by Category. And you can see by default, the chart I get created shows me the top level of the hierarchy, so our Category. And I can drill in, drill up and down through this hierarchy. Couple of different ways to do it. One is, you'll see up in the ribbon, there's a Drill tab, and this gives me options to drill down, drill up, or expand everything. And I can also right click on one of these and drill down or expand everything. If I drill down, I will filter this visual to just the category that I've selected. So in this case, I right clicked on Urban, I'm gonna drill down just into that category. And I can see the different totals by segment just for that category. In fact, if I scroll down, in the filter pane you'll see I've already filtered that down just to the urban category. So I can keep going, you know, I could right click again on Regular, and I can drill back up if I want to, or I can drill down into just that Regular segment, and see the individual manufacturers. And again you can see another filter has been added to show I'm just looking at just the Regular segment. So I can also do that drill up, drill down through the ribbon, and drill all the way back up to the top. And I have one other option. So as well as drilling into a specific category, I can choose this Expand All option. What that'll do is, it will take me down to the next level. So take me down to the Segment level. But it will do it for all of the different categories. So I can see across all of the different categories, I've got a whole bunch of different segments. All Season, Convenience, Extreme, Moderation, etcetera, etcetera. And I get here, there is no different filters that have been applied. I've just changed what I'm looking at in the visual, from Category to Segment. So that's how you can use hierarchies to navigate and drill up and down through a hierarchy. Make it easier for your users to understand what's in this data. The final thing that you can do, is actually say, "Okay, well, you know, I'm looking at some total unit sales for our Regular segment, 207,000 total units sold. But what about the individual records that make up that number? What are the individual sales transactions or the individual line items in your data set that make up that number?" When I right click, I can also see this See Records option. It's also here in the ribbon. When I choose that, I'll swap over to a tabular view where I'm looking at individual segments, individual line items rather. Individual line items, individual transactions in your data and the measure for each of those different line items. So you might see some repeated values in here, for example, so you can see this Natural UR, right? We had two sales of this thing, 44 units each. And that's part of the thing is being added up to the complete total. And get back to the report like this, and get back to the visualizations. So I can drill up and down through categories, and I can also drill down to the very, very detail levels, the individual records within that data.