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>> 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.