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To help you use this navigator for 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've got some data here, and you can see that now I've got a Category, Segment, Manufacturer, Products. So within each category we'll 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. Over in the Field list you can see I've got here my Product table, Category, Manufacturer, Product, and Segment. And to start 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 we can take Manufacturer and drag it onto the hierarchy and add Category as well. And now you'll see I've got all of those different fields. Now to start moving them around, I can either right click or click the little dot, dot, dot and move them up and down through that hierarchy. I've got to put Category at the top, then Segment, move that one up, and then finally we want Product at the bottom, so let's move Product down. I can see Product Hierarchy has Category, Segment, Manufacturer, Product. I can also rename the title of this hierarchy, and typical sort of best practice is actually to hide the remaining fields just so that your users don't get confused between individual fields versus the whole thing. So now any time I use this category—for example, to build a new chart, add a new color 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 hierarchies, so our category. And I can drill up and down through this hierarchy. There are a 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 All. 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 going to 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. And I could right click again on Regular, and I can drill back up if I want to, or I can drill down to 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. And what that will do is that will take you down to the next level, so it'll take it down to the segment level. But it will do it for all of the different categories. So I can see across all the different categories I've got a whole bunch of different segments— All Season, Convenience, Extreme, Moderation, et cetera, et cetera. Again here there's 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 and make it easier for your users to understand what's in this data. The final thing that you can do is actually say 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. And when I choose that I'll swap over to a tabular view where I'm looking now at individual segments— individual line items rather—individual line items, individual transactions in your data—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 Natura UR-08, we have two sales of this thing at 44 units each. And that's part of the thing that's being added up to the complete total. I go back to the report like this and get back to the visualization. So I can drill up and down three categories, and I can also drill down to the very, very detail levels—the individual records within that data.

Video Details

Duration: 4 minutes and 54 seconds
Country: United States
Language: English
License: All rights reserved
Genre: None
Views: 41
Posted by: csintl on Jun 7, 2016

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