How to create and use a Power BI Hierarchy

Patrick looks at how to create and use a Power BI Hierarchy within Power BI Desktop. Hierarchies can help to provide correct data usage within your Power BI reports.

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[stuartbenjamin]

Your videos are always right on point. Entertaining, easy to follow and informative - especially for a new Power BI user like me. Thank you so much.

[wolframklosterhuber]

Guy in a cube rocks. I worked with Tableau in the past and now I have to adapt to Power BI and thanks to you I can learn it pretty fast.

[shrutisinghal]

I love your energy Patrick! Thanks to you and Adam for all your informational videos.

[pisastero]

This is exactly what I needed. I'm using it to create an academic year and quarter structure. Thanks so much!

[malcolmolatunji]

I love the new desktop wallpaper! And it was a great example at the end about using pre-defined hierarchies to ensure data integrity. Great video, as always!

[peanut]

explaining the table relationship and why the heirarchy disappears is gold. thanks!

[taylorrobertson]

literally exactly what I needed and to the point THANK YOU

[LuckyK]

This is what I need exactly in my current task. Thank you.

[gonzo]

Geography is a good one to work with also. I picked up on a helpful technique to sync latitude/longitude-plotted data points, with a zoomable view of Bing Maps to country, state, city, and zip including rollups of lat/long data at each of the geo hierarchy tiers. Unfortunately I couldn't get a filter button to operate the hierarchy, so I created bookmarks for the user to access saved views into the country, state, city and lat/long levels. It worked out and saved time, but the question over how to filter through hierarchy tiers is something I'm still working on. Suggestions?

[sathishiimr]

Nice video :)
Can we have the drill down hierarchy for categorical fields as well? Like we could create a date hierarchy and are able to drill to year, quarter, month, date . Similarly can I drill down for may be Product category, Product subcategory, Product Name etc in the same view.(As an example)

[jbuford]

Your videos are super helpful Patrick, This helped me create a hierarchy for Supervisor > Employee...but I'd also like to bring a time element into it, "Rep A reported to Manager A from Jan - March, but then reported to Manager B from April through today" -- is there a way to more easily visualize this time based hierarchy? Thanks!

[chumito]

Thank you for the insights! Please, can you do an example of creating hierarchies with data other than dates or Georgraphy? Like Components and subcomponents of an organization: Business Unit A (drills down) ---> Business Development ---> Sales ---> Pre-sales... Thank you!!!

[mardiandbrock]

Awesome! i've been looking for a way to change the Day (1, 2, 3) to the Date. Thanks:)

[shashikant]

Hi Can you make me understand after building a report how to Validate the report. Thanks for these awesome informative videos.

[EmpiricalPragmatist]

Thanks so much for explaining the completely unintuitive logic at work here. I created about 2 dozen relationships in one go (not realizing one of them had decided to filter in both directions by default), and when I got back to my visuals tab I was mystified as to why my calendar table's date hierarchy had disappeared and refused to come back.

[alt-enter]

Thanks Patrick as always, for great content. I have a question. I just created a hierarchy, and I can't re-arrange it after I have created it (meaning drag the fields into descending order of Year, Month, Date). I could have SWORN we used to be able to do this. Then, at the very end, you mentioned that you should drag the fields in to the hierarchy IN THE ORDER they should appear. Did something change in the capabilities of hierarchies? Did I hallucinate the ability to re-arrange them? I am pretty sure I didn't but happy to be corrected. Hope to see you and Adam at the Power Platform Summit next month!

[fernandoescudero]

Thak you for the video.. very helpfull.

[nikhil]

Great Video Patrick!!
I am looking something similar to the example which you showed up in the starting of the video, which is "Organizational Hierarchy". The thing is I want to create an operations dashboard in which I need to show let's say attrition rate of some manager. And the same manager might have some different supervisor and if I want to see attrition rate of that supervisor, then all attritions should get aggregated to that supervisor. Can we do this in Power BI?

[Laurentmahe]

Hey Patrick. Another great video. Any idea how I can have a hierarchy with a dynamic depth of items please?

[nancmadi]

You guys are awesome.. been following ya'll for over a year... I have been trying to find someone to tell me why my primary date field lost its Hierarchy... you nailed it ! Now it makes sense if it's related to a Calendar Table it goes away... THANK YOU .. I have been struggling for months on this. Thank you!