{"id":31304,"date":"2025-07-27T14:34:11","date_gmt":"2025-07-27T09:34:11","guid":{"rendered":"https:\/\/chartexpo.com\/blog\/?p=31304"},"modified":"2025-11-12T18:20:23","modified_gmt":"2025-11-12T13:20:23","slug":"creating-a-hierarchy-in-power-bi","status":"publish","type":"post","link":"https:\/\/chartexpo.com\/blog\/creating-a-hierarchy-in-power-bi","title":{"rendered":"Creating a Hierarchy in Power BI: Unveiling Essential Steps"},"content":{"rendered":"<p>Creating a hierarchy in Power BI is a pivotal skill for anyone seeking to enhance their data management and visualization capabilities.<\/p>\n<p>Effective management and delegation of tasks are paramount to the smooth operation of companies.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/creating-a-hierarchy-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/creating-a-hierarchy-in-power-bi.jpg\" alt=\"Creating a hierarchy in Power BI\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkk0NzQrU2Fua2V5Kw==\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZyt4bCtjZXhwbytDRTQ3NCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTQ3NCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<p>Similar to organizational hierarchies, data management and analysis depend on structured hierarchies for efficient utilization of information.<\/p>\n<p>In Power BI, data is organized within an organization based on ranks, roles, and user-specific needs.<\/p>\n<p>It establishes an order that enables data to flow seamlessly from high-level categories to low-level categories.<\/p>\n<p>Power BI offers a unique feature known as hierarchies, which essentially creates a parent-child relationship within your data.<\/p>\n<p>Within this structure, upper-tier classifications serve as the &#8220;guardians,&#8221; overseeing lower-tier classifications referred to as the &#8220;offspring.\u201d This arrangement allows an intuitive, organized, and user-specific data access experience.<\/p>\n<p>In this article, we will guide you on creating a hierarchy in Power BI. We begin by defining what a Power BI hierarchy is.<\/p>\n<p>We&#8217;ll also learn the benefits of using hierarchies in Power BI. We&#8217;ll also know when to use hierarchies in Power BI.<\/p>\n<h3>Table of Content:<\/h3>\n<ol>\n<li><a href=\"#what-is-hierarchy-in-power-bi\">What is Hierarchy in Power BI?<\/a><\/li>\n<li><a href=\"#how-to-create-chart-for-hierarchy-in-power-bi-video-tutorial\">Video Tutorial: How to Create a Chart For Hierarchy in Power BI<\/a><\/li>\n<li><a href=\"#why-use-power-bi-hierarchy-with-different-levels\">\u00a0Why We Use Power BI Hierarchy With Different Levels?<\/a><\/li>\n<li><a href=\"#when-to-use-power-bi-hierarchies\">When can we use Power BI Hierarchies?<\/a><\/li>\n<li><a href=\"#types-of-hierarchies-in-power-bi\">Types of Hierarchies in Power BI<\/a><\/li>\n<li><a href=\"#how-to-create-hierarchy-in-power-bi\">How to Create a Hierarchy in Power BI?<\/a>\n<ul>\n<li><a href=\"#open-power-bi-desktop\">Step 1: Open Power BI Desktop<\/a><\/li>\n<li><a href=\"#locate-fields-pane-in-power-bi\">Step 2: Locate the Fields Pane<\/a><\/li>\n<li><a href=\"#identify-hierarchy-levels-in-power-bi\">Step 3: Identify Hierarchy Levels<\/a><\/li>\n<li><a href=\"#create-hierarchy-in-power-bi\">Step 4: Create the Hierarchy<\/a><\/li>\n<li><a href=\"#add-more-levels-to-power-bi-hierarchy\">Step 5: Add More Levels to the Hierarchy<\/a><\/li>\n<li><a href=\"#rename-hierarchy-in-power-bi\">Step 6: Rename the Hierarchy (Optional)<\/a><\/li>\n<li><a href=\"#use-hierarchy-in-power-bi-visualizations\">Step 7: Use the Hierarchy in Visualizations<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#display-hierarchical-data-in-power-bi\">How to Display Hierarchical Data in Power BI?<\/a><\/li>\n<li><a href=\"#edit-data-hierarchy-in-power-bi\">How to Edit Data Hierarchy in Power BI?<\/a><\/li>\n<li><a href=\"#how-to-use-a-hierarchy-in-power-bi\">How to use a Hierarchy in Power BI?<\/a><\/li>\n<li><a href=\"#delete-power-bi-hierarchy\">How to Delete Power BI Hierarchy?<\/a><\/li>\n<li><a href=\"#benefits-of-power-bi-custom-hierarchy\">What are the Benefits of Power BI Custom Hierarchy?<\/a><\/li>\n<li><a href=\"#limitations-of-hierarchies-in-power-bi\">Limitations of Hierarchies in Power BI<\/a><\/li>\n<li><a href=\"#best-practices-for-creating-power-bi-hierarchy\">Best Practices For Creating Power BI Hierarchy<\/a><\/li>\n<li><a href=\"#hierarchy-in-power-bi-faqs\">Hierarchy in Power BI &#8211; FAQs<\/a><\/li>\n<li><a href=\"#wrap-up\">Wrap Up<\/a><\/li>\n<\/ol>\n<h2 id=\"what-is-hierarchy-in-power-bi\">What is Hierarchy in Power BI?<\/h2>\n<p><strong>Definition:<\/strong> A PowerBI Hierarchy is a structured way to organize related data fields so users can explore information across different levels of detail. It allows for easy drill-down analysis, starting from a broad view and moving into more specific data.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2025\/07\/Power-BI-Hierarchy.webp\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2025\/07\/Power-BI-Hierarchy.webp\" alt=\"Select Category Hierarchy\" width=\"650\" \/><\/a><\/div>\n<p data-start=\"546\" data-end=\"785\">Hierarchies follow a parent-child structure, making it easier to group data logically. For example, a <a href=\"https:\/\/chartexpo.com\/blog\/date-hierarchy-in-power-bi\" target=\"_blank\" rel=\"noopener\">date hierarchy<\/a> might include: Year &gt; Quarter &gt; Month &gt; Day. Likewise, a geography hierarchy might be: <strong>Country &gt; State &gt; City<\/strong>.<\/p>\n<p data-start=\"787\" data-end=\"943\">Using hierarchies in Power BI improves data navigation, enhances visuals, and supports deeper insights without cluttering your report with multiple visuals.<\/p>\n<h2 id=\"how-to-create-chart-for-hierarchy-in-power-bi-video-tutorial\">Video Tutorial: How to Create a Chart to Show Hierarchy in Power BI<\/h2>\n<p>By following this video tutorial, we can easily visualize data from the Power BI hierarchy table:<\/p>\n<p data-start=\"787\" data-end=\"943\"><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/5c5tB7rpTjs?si=e8h5uZqliZnJt9xv\" width=\"650\" height=\"365\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkk0NzQrU2Fua2V5Kw==\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZyt4bCtjZXhwbytDRTQ3NCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTQ3NCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<h2 id=\"why-use-power-bi-hierarchy-with-different-levels\">\u00a0Why We Use Power BI Hierarchy With Different Levels?<\/h2>\n<p data-start=\"162\" data-end=\"428\">Power BI hierarchies help organize data into multiple levels\u2014such as <strong>Year &gt; Quarter &gt; Month<\/strong>\u2014to enable step-by-step analysis. Using different levels in a hierarchy makes it easy to drill down and explore patterns without switching between multiple charts.<\/p>\n<p data-start=\"430\" data-end=\"690\">For example, a sales manager can start by viewing yearly sales and then quickly drill into quarters, months, or even days. This layered approach enhances data clarity, reduces clutter, and supports <a href=\"https:\/\/chartexpo.com\/blog\/how-to-create-a-dashboard-in-power-bi\" target=\"_blank\" rel=\"noopener\">interactive dashboards<\/a> for better decision-making.<\/p>\n<h2 id=\"when-to-use-power-bi-hierarchies\">When can we use Power BI Hierarchies?<\/h2>\n<p>Here are some instances in which you should consider creating a hierarchy in Power BI:<\/p>\n<h3>You have data that is naturally hierarchical<\/h3>\n<p>The use of hierarchies in Power BI is best when your data exhibits a hierarchical structure. For example, data on geographic regions and dates inherently exhibits hierarchical structures.<\/p>\n<h3>When your users need to explore data at various levels in detail<\/h3>\n<p>In organizations, users at different levels may need to examine data at various levels of detail.<\/p>\n<p>Power BI hierarchies facilitate seamless data exploration, improving communication and information flow through drill-up and drill-down capabilities.<\/p>\n<p>Additionally, hierarchies can help restrict data access to those who should have it, ensuring data security.<\/p>\n<h3>When you have data with changing structures<\/h3>\n<p>Creating a hierarchy in Power BI offers significant advantages, especially when dealing with dynamic datasets that undergo structural changes over time. In such scenarios, hierarchies play a crucial role in simplifying <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-report-builder\" target=\"_blank\" rel=\"noopener noreferrer\">report maintenance<\/a>.<\/p>\n<p>Instead of altering individual visuals, users can seamlessly adjust the hierarchy definition based on evolving data structures.<\/p>\n<p>This flexibility is exceptionally valuable, providing an efficient way to adapt to changes in your dataset without the need for extensive modifications.<\/p>\n<h3>When you have complex data<\/h3>\n<p>Hierarchies simplify data navigation and exploration, making them well-suited for complex data structures or large datasets.<\/p>\n<p>This enables users to find relevant information efficiently, reducing the cognitive load associated with understanding complex data.<\/p>\n<h3>When you want to enhance user activity<\/h3>\n<p>Hierarchies provide a means of allowing users to customize their <a href=\"https:\/\/chartexpo.com\/blog\/data-analysis\" target=\"_blank\" rel=\"noopener\">data analysis<\/a>. This customization promotes user exploration and expansion of data, allowing a focus on specific areas of interest.<\/p>\n<p>Hierarchies empower users to customize their data analysis, enhancing user engagement and <a href=\"https:\/\/chartexpo.com\/blog\/data-driven-decision-making\" target=\"_blank\" rel=\"noopener noreferrer\">data-driven decision-making<\/a>.<\/p>\n<h3>When you need to consolidate data<\/h3>\n<p>Creating a hierarchy in Power BI is pivotal for the consolidation of data, particularly when aiming to generate user-friendly <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-dashboard-vs-report\" target=\"_blank\" rel=\"noopener noreferrer\">reports and dashboards<\/a>. They enable the presentation of multiple levels of detail in a single visual.<\/p>\n<p>This reduces clutter in your reports and ensures that users can quickly access the information they require.<\/p>\n<p>When choosing a hierarchy, it&#8217;s crucial to evaluate your data, business requirements, and information flow.<\/p>\n<h2 id=\"types-of-hierarchies-in-power-bi\">Types of Hierarchies in Power BI<\/h2>\n<p>One can create various types of <a href=\"https:\/\/chartexpo.com\/blog\/create-a-measure-in-power-bi\" target=\"_blank\" rel=\"noopener\">measures in Power BI<\/a> based on your data and analysis requirements.<\/p>\n<p>Common types of measures in Power BI are:<\/p>\n<ul>\n<li>DAX Function Measures<\/li>\n<li>Ratio and Percentage Measures<\/li>\n<li>Time-Related Measures<\/li>\n<li>Summarization Measures<\/li>\n<li>Growth and Variance Measures<\/li>\n<li>Statistical Measures<\/li>\n<li>Key Performance Indicators (KPIs)<\/li>\n<li>Financial Measures<\/li>\n<li>Custom Measures<\/li>\n<li>Budget vs. Actual Measures<\/li>\n<\/ul>\n<p>The measures you create in <a href=\"https:\/\/chartexpo.com\/blog\/format-dax\" target=\"_blank\" rel=\"noopener noreferrer\">DAX format<\/a> depend on your Power BI project&#8217;s specific analysis and reporting needs. This allows you to extract valuable insights and generate informative reports and dashboards.<\/p>\n<h2 id=\"how-to-create-hierarchy-in-power-bi\">How to Create a Hierarchy in Power BI?<\/h2>\n<p>We need to follow these steps to create a hierarchy in Power BI Desktop:<\/p>\n<h3 id=\"open-power-bi-desktop\">Step 1: Open Power BI Desktop<\/h3>\n<p data-start=\"213\" data-end=\"386\">Begin by launching Power BI Desktop and opening your existing report or dataset. Ensure that your data is properly loaded and structured.<\/p>\n<h3 id=\"locate-fields-pane-in-power-bi\">Step 2: Locate the Fields Pane<\/h3>\n<p data-start=\"388\" data-end=\"567\">On the right-hand side, find the Fields pane. This pane displays all your data tables and fields, which you&#8217;ll use to build the hierarchy.<\/p>\n<h3 id=\"identify-hierarchy-levels-in-power-bi\">Step 3: Identify Hierarchy Levels<\/h3>\n<p data-start=\"569\" data-end=\"845\">Determine the fields that naturally follow a parent-child relationship. For example, a hierarchy might include Year &gt; Quarter &gt; Month &gt; Day. In a location-based table, it could be Country &gt; State &gt; City &gt; Store.<\/p>\n<h3 id=\"create-hierarchy-in-power-bi\">Step 4: Create the Hierarchy<\/h3>\n<p data-start=\"847\" data-end=\"1071\">Right-click the field you want as the top level (e.g., \u201cYear\u201d) and select Create hierarchy. Power BI will automatically create a new hierarchy and include this field as its first level.<\/p>\n<h3 id=\"add-more-levels-to-power-bi-hierarchy\">Step 5: Add More Levels to the Hierarchy<\/h3>\n<p data-start=\"1073\" data-end=\"1320\">To add more levels, drag each additional field (such as \u201cMonth\u201d or \u201cDay\u201d) into the newly created hierarchy, directly under the top-level field. Ensure the order follows a logical drill-down structure.<\/p>\n<h3 id=\"rename-hierarchy-in-power-bi\">Step 6: Rename the Hierarchy (Optional)<\/h3>\n<p data-start=\"1322\" data-end=\"1499\">Right-click the hierarchy title to rename it\u2014this is especially helpful for clarity when using multiple hierarchies in your report.<\/p>\n<h3 id=\"use-hierarchy-in-power-bi-visualizations\">Step 7: Use the Hierarchy in Visualizations<\/h3>\n<p data-start=\"113\" data-end=\"352\">Now you can drag the hierarchy into a visual (like a bar chart, line graph, or matrix). With Power BI visualize hierarchy features, users will be able to interactively drill down or drill up, exploring data across levels with ease.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkk0NzQrU2Fua2V5Kw==\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZyt4bCtjZXhwbytDRTQ3NCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTQ3NCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<h2 id=\"display-hierarchical-data-in-power-bi\">How to Display Hierarchical Data in Power BI?<\/h2>\n<p>In this section dedicated to creating hierarchical charts in Power BI, we delve into utilizing hierarchies to fashion more informative and insightful visualizations. We&#8217;ll use the Sankey Diagram (Sankey Chart) as a hierarchical chart in a Power BI business dashboard example.<\/p>\n<p>You need at least two tables to create a hierarchy in a <a href=\"https:\/\/chartexpo.com\/blog\/sankey-diagram-in-power-bi\" target=\"_blank\" rel=\"noopener noreferrer\">Sankey diagram in Power BI<\/a>:<\/p>\n<ul>\n<li>The Source Table: This table should contain a column with the values for the starting nodes of the hierarchy. This is the top level.<\/li>\n<li>Destination Table: This table should contain a column with values for the end nodes of the hierarchy. This is the bottom level.<\/li>\n<\/ul>\n<p>The Sankey diagram flows from the Source Table values to the Destination Table values.<\/p>\n<p>Additionally, you can include intermediate tables for extra hierarchical levels. As well as Power BI, create a hierarchy from different tables.<\/p>\n<p>It is generally better practice to import the source and destination data together into a single <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-dataset\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI dataset<\/a> rather than separately. This is because there should be a link between them.<\/p>\n<p>Note that you might need to use Power BI Desktop to display hierarchical data in Power BI easily. Creating a <a href=\"https:\/\/chartexpo.com\/charts\/sankey-diagram\" target=\"_blank\" rel=\"noopener\">Sankey chart<\/a> follows the same procedure in both Power BI Desktop and Power BI Online.<\/p>\n<p>Let&#8217;s first log in to Power BI and upload our dataset.<\/p>\n<h3>Stage 1: Logging in to Power BI<\/h3>\n<ul>\n<li>Log in to Power BI.<\/li>\n<li>Enter your email. Click the \u201c<strong>Submit<\/strong>\u201d button.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-to-login-to-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-to-login-to-power-bi.jpg\" alt=\"Enter email to login to Power BI\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Enter your password and click \u201cSign in.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-password-to-login-to-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-password-to-login-to-power-bi.jpg\" alt=\"Enter Password to login to Power BI\" width=\"363\" \/><\/a><\/div>\n<ul>\n<li>Choose whether to stay signed in.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-stay-signed-in.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-stay-signed-in.jpg\" alt=\"Click on stay signed in\" width=\"392\" \/><\/a><\/div>\n<h3>Stage 2: <strong>Creating a Data Set and Selecting the Data Set to Use in Your Sankey Chart<\/strong><\/h3>\n<ul>\n<li>Click the \u201cCreate\u201d option on the left-side menu.<\/li>\n<li>Select \u201dPaste or manually enter data.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-paste-or-manually-enter-data-in-power-bi-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-paste-or-manually-enter-data-in-power-bi-ce458.jpg\" alt=\"select Paste or manually enter data in Power BI ce458\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>We&#8217;ll use the following customer shopping dataset.<\/li>\n<\/ul>\n<table class=\"static\" style=\"table-layout: fixed; overflow-x: auto; border: 1px; font-size: 17px;\">\n<tbody>\n<tr>\n<td width=\"125\"><strong>Category<\/strong><\/td>\n<td width=\"125\"><strong>Subcategory<\/strong><\/td>\n<td width=\"125\"><strong>Product<\/strong><\/td>\n<td width=\"125\"><strong>Store<\/strong><\/td>\n<td width=\"125\"><strong>Sales<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Tops<\/td>\n<td width=\"125\">T-Shirt<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">15000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Tops<\/td>\n<td width=\"125\">T-Shirt<\/td>\n<td width=\"125\">Store B<\/td>\n<td width=\"125\">13000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Tops<\/td>\n<td width=\"125\">Jackets<\/td>\n<td width=\"125\">Store C<\/td>\n<td width=\"125\">14500<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Tops<\/td>\n<td width=\"125\">Jackets<\/td>\n<td width=\"125\">Store B<\/td>\n<td width=\"125\">16000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Phones<\/td>\n<td width=\"125\">iPhone<\/td>\n<td width=\"125\">Store C<\/td>\n<td width=\"125\">12000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Phones<\/td>\n<td width=\"125\">iPhone<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">19000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Phones<\/td>\n<td width=\"125\">Android<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">18000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Phones<\/td>\n<td width=\"125\">Android<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">10000o<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Tablets<\/td>\n<td width=\"125\">iPad<\/td>\n<td width=\"125\">Store B<\/td>\n<td width=\"125\">17000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Tablets<\/td>\n<td width=\"125\">iPad<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">18500<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Tablets<\/td>\n<td width=\"125\">Android Tablet<\/td>\n<td width=\"125\">Store B<\/td>\n<td width=\"125\">16000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Tablets<\/td>\n<td width=\"125\">Android Tablet<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">17050<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Shoes<\/td>\n<td width=\"125\">Sneakers<\/td>\n<td width=\"125\">Store B<\/td>\n<td width=\"125\">14500<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Shoes<\/td>\n<td width=\"125\">Boots<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">15550<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Shoes<\/td>\n<td width=\"125\">Sneakers<\/td>\n<td width=\"125\">Store C<\/td>\n<td width=\"125\">1710<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Shoes<\/td>\n<td width=\"125\">Boots<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">1852<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Headphones<\/td>\n<td width=\"125\">Wireless<\/td>\n<td width=\"125\">Store B<\/td>\n<td width=\"125\">13200<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Headphones<\/td>\n<td width=\"125\">Wireless<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">14500<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Headphones<\/td>\n<td width=\"125\">Wired<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">12100<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Headphones<\/td>\n<td width=\"125\">Wired<\/td>\n<td width=\"125\">Store C<\/td>\n<td width=\"125\">13150<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Computers<\/td>\n<td width=\"125\">Laptop<\/td>\n<td width=\"125\">Store B<\/td>\n<td width=\"125\">15000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Computers<\/td>\n<td width=\"125\">Laptop<\/td>\n<td width=\"125\">Store B<\/td>\n<td width=\"125\">18000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Computers<\/td>\n<td width=\"125\">Desktop<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">13000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Electronics<\/td>\n<td width=\"125\">Computers<\/td>\n<td width=\"125\">Desktop<\/td>\n<td width=\"125\">Store C<\/td>\n<td width=\"125\">19000<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Accessories<\/td>\n<td width=\"125\">Bags<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">12500<\/td>\n<\/tr>\n<tr>\n<td width=\"125\">Clothing<\/td>\n<td width=\"125\">Accessories<\/td>\n<td width=\"125\">Bags<\/td>\n<td width=\"125\">Store A<\/td>\n<td width=\"125\">13250<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>Paste the above data table into the \u201cPower Query\u201d window.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/paste-data-into-table-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/paste-data-into-table-ce474.jpg\" alt=\"Paste Data Into Table ce474\" width=\"650\" \/><\/a><\/div>\n<div>\n<ul>\n<li>Select the \u201cCreate a dataset only\u201d option as shown below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-dataset-in-power-bi-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-dataset-in-power-bi-ce474.jpg\" alt=\"Create Dataset in Power BI ce474\" width=\"650\" \/><\/a><\/div>\n<\/div>\n<ul>\n<li>Click on the \u201cData Hub\u201d option on the left-side menu.<\/li>\n<li>Power BI populates the data set list. (If you have not created a data set, refer to the Error! Reference source not found section.)<\/li>\n<li>The data details are shown below:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-on-data-hub-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-on-data-hub-ce474.jpg\" alt=\"Click on Data Hub ce474\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Click on the dropdown next to \u201cExplore\u201d under \u201cDiscover Business.&#8221;<\/li>\n<li>Select \u201cCreate a blank report.\u201d<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-report-and-start-from-scratch-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-report-and-start-from-scratch-ce474.jpg\" alt=\"Create Report and start from scratch ce474\" width=\"300\" \/><\/a><\/div>\n<ul>\n<li>You should see the Report Canvas screen below:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/report-canvas-screen-in-power-bi-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/report-canvas-screen-in-power-bi-ce474.jpg\" alt=\"Report Canvas screen in Power BI ce474\" width=\"650\" \/><\/a><\/div>\n<h3>Stage 3: Adding the Power BI Sankey Diagram Extension by ChartExpo<\/h3>\n<ul>\n<li>To finish creating our Sankey Diagram, we&#8217;ll use an add-in or Power BI visual from AppSource.<\/li>\n<li>Navigate to the Power BI Visualizations panel.<\/li>\n<li>Click the ellipsis (&#8230;) to import the Power BI Sankey Diagram extension by ChartExpo.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-on-to-get-more-visuals-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-on-to-get-more-visuals-ce474.jpg\" alt=\"click on to get more visuals ce474\" width=\"492\" \/><\/a><\/div>\n<ul>\n<li>The following menu opens.<\/li>\n<li>Select the \u201cGet more visuals\u201d option.<\/li>\n<li>The following window opens:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/get-more-visuals-in-power-bi-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/get-more-visuals-in-power-bi-ce474.jpg\" alt=\"get more visuals in Power BI ce474\" width=\"492\" \/><\/a><\/div>\n<ul>\n<li>Enter \u201cSankey Diagram for Power BI by ChartExpo\u201d in the highlighted search box.<\/li>\n<li>You should see the \u201cSankey Diagram for Power BI by ChartExpo\u201d in the image below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/sankey-diagram-for-power-bi-by-chartexpo-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/sankey-diagram-for-power-bi-by-chartexpo-ce474.jpg\" alt=\"Sankey Diagram for Power BI by ChartExpo ce474\" width=\"619\" \/><\/a><\/div>\n<ul>\n<li>Click the highlighted \u201c<strong>Add<\/strong>\u201d button.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-the-add-button-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-the-add-button-ce474.jpg\" alt=\"Click the Add button ce474\" width=\"604\" \/><\/a><\/div>\n<ul>\n<li>Power BI will add the \u201c<strong>Sankey Diagram for Power BI by ChartExpo<\/strong>\u201d in the visualization panel.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-sankey-diagram-icon.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-sankey-diagram-icon.jpg\" alt=\"Click on Sankey Diagram Icon\" width=\"187\" \/><\/a><\/div>\n<h3>Stage 4: Drawing a Sankey Diagram with ChartExpo&#8217;s Power BI extension<\/h3>\n<ul>\n<li>Select the \u201c<strong>Sankey Diagram for Power BI by ChartExpo<\/strong>\u201d icon in the visualization panel.<\/li>\n<li>The following window opens in the report section of your dashboard:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/report-section-in-dashboard-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/report-section-in-dashboard-ce474.jpg\" alt=\"Report Section in Dashboard ce474\" width=\"297\" \/><\/a><\/div>\n<ul>\n<li>You can resize the visual as needed.<\/li>\n<li>Go to the right-hand side of your Power BI dashboard.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/fields-next-to-visualizations-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/fields-next-to-visualizations-ce474.jpg\" alt=\"Fields next to visualizations ce474\" width=\"400\" \/><\/a><\/div>\n<ul>\n<li>You&#8217;ll select the fields to use in your Sankey chart here.<\/li>\n<li>The ChartExpo visual needs to be selected, though.<\/li>\n<li>Select the fields in the following sequence:\n<ul>\n<li>Category<\/li>\n<li>Product<\/li>\n<li>Sales<\/li>\n<li>Store<\/li>\n<li>Subcategory<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-fields-for-sankey-diagram-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-fields-for-sankey-diagram-ce474.jpg\" alt=\"Select fields for Sankey diagram ce474\" width=\"400\" \/><\/a><\/div>\n<ul>\n<li>You&#8217;ll be asked for a ChartExpo license key or email address.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/11\/enter-email-for-chartexpo-license-ce430.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/11\/enter-email-for-chartexpo-license-ce430.jpg\" alt=\"enter email for ChartExpo license ce430\" width=\"531\" \/><\/a><\/div>\n<h3>Stage 5: <strong>Activate <\/strong>your ChartExpo Trial or Apply a Subscription Key<\/h3>\n<ul>\n<li>Select the ChartExpo visual. You should see three icons below \u201cBuild Visual\u201d in the Visualizations panel.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/build-visual-panel-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/build-visual-panel-in-power-bi.jpg\" alt=\"Build visual panel in Power BI\" width=\"203\" \/><\/a><\/div>\n<ul>\n<li>Select the middle icon, \u201cFormat visual.&#8221;<\/li>\n<li>The visual properties will be populated as shown below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/visual-properties-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/visual-properties-in-power-bi.jpg\" alt=\"visual properties in Power BI\" width=\"183\" \/><\/a><\/div>\n<ul>\n<li>If you are a new user,\n<ul>\n<li>Type in your email under the section titled \u201cTrial Mode\u201d.<\/li>\n<li>This should be the email address that you used to subscribe to the ChartExpo add-in. It is where your ChartExpo license key will be sent.<\/li>\n<li>Ensure that your email address is valid.<\/li>\n<li>Click \u201cEnable Trial.&#8221; You&#8217;ll get a 7-day trial.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-id.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-id.jpg\" alt=\"enter email id\" width=\"180\" \/><\/a><\/div>\n<ul>\n<li>You should receive a welcome email from ChartExpo.<\/li>\n<li>The Sankey Diagram you create under the 7-day trial contains the ChartExpo watermark (see below).<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/creating-a-hierarchy-in-power-bi-1.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/creating-a-hierarchy-in-power-bi-1.jpg\" alt=\"Creating a hierarchy in Power BI 1\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>If you have obtained a license key:\n<ul>\n<li>Enter your license key in the \u201cChartExpo License Key\u201d textbox in the \u201cLicense Settings\u201d section (see below).<\/li>\n<li>Slide the toggle switch next to \u201cEnable License\u201d to &#8220;On.&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-license-key.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-license-key.jpg\" alt=\"enter license key\" width=\"197\" \/><\/a><\/div>\n<div>\n<h2 id=\"edit-data-hierarchy-in-power-bi\">How to Edit Data Hierarchy in Power BI?<\/h2>\n<p>We&#8217;ll use the same dataset we used to create our Sankey Diagram in the previous step. You need to load it into the Power BI Desktop.<\/p>\n<ul>\n<li>To do this, click \u201cImport data from Excel\u201d below.<\/li>\n<\/ul>\n<\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/creating-a-hierarchy-in-power-bi-2.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/creating-a-hierarchy-in-power-bi-2.jpg\" alt=\"Creating a hierarchy in Power BI 2\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Choose the dataset on your computer.<\/li>\n<li>Click \u201cLoad.\u201d<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/creating-a-hierarchy-in-power-bi-3.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/creating-a-hierarchy-in-power-bi-3.jpg\" alt=\"Creating a hierarchy in Power BI 3\" width=\"545\" \/><\/a><\/div>\n<ul>\n<li>The data should now be available in the \u201cData\u201d panel.<\/li>\n<li>Under the \u201cData panel\u201d on Power BI Desktop, expand your data, \u201cSheet 1.\u201d<\/li>\n<li>Right-click on &#8220;Category.\u201d<\/li>\n<li>Click on the ellipsis (&#8230;) at the end of &#8220;Category\u201d and choose \u201cCreate hierarchy\u201d as below:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-hierarchy-1.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-hierarchy-1.jpg\" alt=\"Create Hierarchy 1\" width=\"274\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-hierarchy-2.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-hierarchy-2.jpg\" alt=\"Create Hierarchy 2\" width=\"275\" \/><\/a><\/div>\n<ul>\n<li>This creates the Category column as the source.<\/li>\n<\/ul>\n<div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/category-column-as-source.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/category-column-as-source.jpg\" alt=\"Category Column As Source\" width=\"390\" \/><\/a><\/div>\n<\/div>\n<ul>\n<li>Right-click on \u201cSubcategory.\u201d<\/li>\n<li>Click on the ellipsis (&#8230;) at the end of &#8220;Subcategory.\u201d<\/li>\n<li>Select \u201cAdd to hierarchy.\u201d<\/li>\n<li>Choose \u201cCategory Hierarchy.&#8221;<\/li>\n<li>Subcategory will be added to the Category hierarchy.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/add-Subcategory.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/add-Subcategory.jpg\" alt=\"Add Subcategory\" width=\"390\" \/><\/a><\/div>\n<div>\n<ul>\n<li>Add \u201cProducts\u201d to the Category Hierarchy as well.<\/li>\n<li>Unselect the &#8220;Category,&#8221; &#8220;Subcategory,&#8221; and \u201cProduct\u201d columns and select the Category Hierarchy.<\/li>\n<li>Our Sankey diagram should now look like this:<\/li>\n<\/ul>\n<\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-category-hierarchy.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-category-hierarchy.jpg\" alt=\"Select Category Hierarchy\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>To add colors, expand the \u201cLevel Colors\u201d properties and select a color.<\/li>\n<li>Do this to change the color of each node.<\/li>\n<li>All changes are automatically saved.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/add-colors-sankey-diagram-ce474.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/add-colors-sankey-diagram-ce474.jpg\" alt=\"Add Colors Sankey Diagram ce474\" width=\"170\" \/><\/a><\/div>\n<ul>\n<li>Your final chart should look like the one below. If you get a license, the Sankey Chart will not have a watermark.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/final-creating-a-hierarchy-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/final-creating-a-hierarchy-in-power-bi.jpg\" alt=\"Fina Creating a hierarchy in Power BI\" width=\"650\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkk0NzQrU2Fua2V5Kw==\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZyt4bCtjZXhwbytDRTQ3NCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTQ3NCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<h4>Insights<\/h4>\n<p>Our Sankey diagram shows a hierarchy that flows from Category to Subcategory to Product.<\/p>\n<p>The Sales Field helps to visualize the volume or magnitude of flow between the hierarchical nodes. Level 1 shows the Store field, which helps to further filter the data.<\/p>\n<ul>\n<li>At level 1, Store A had the most sales at 49.62%. Store B (33.77%) was right behind it. Store C had the lowest sales at 16.61%.<\/li>\n<li>At level 2, Category, electronics were more popular than clothing (68% and 32%, respectively).<\/li>\n<li>At level 3, Subcategory, the tablets were the most popular items (19%). They were followed by computers (18%) and phones (16%). Accessories were the least-sold items.<\/li>\n<li>At level 4, iPads brought in most of the revenue (9.77%). They were followed by Android tablets (9.10%) and laptops (9.08%). Sneakers only brought in 4.46% of revenue, making them the least popular item.<\/li>\n<\/ul>\n<h2 id=\"how-to-use-a-hierarchy-in-power-bi\">How to use a Hierarchy in Power BI?<\/h2>\n<ol>\n<li data-start=\"83\" data-end=\"185\"><strong data-start=\"83\" data-end=\"105\">Create a Hierarchy<\/strong>: Drag one field (e.g., <em data-start=\"129\" data-end=\"136\">Month<\/em>) onto another (e.g., <em data-start=\"158\" data-end=\"164\">Year<\/em>) in the Fields pane.<\/li>\n<li data-start=\"190\" data-end=\"260\"><strong data-start=\"190\" data-end=\"210\">Rename &amp; Reorder<\/strong>: Name the hierarchy and arrange levels as needed.<\/li>\n<li data-start=\"265\" data-end=\"326\"><strong data-start=\"265\" data-end=\"283\">Add to Visuals<\/strong>: Drag the hierarchy into charts or tables.<\/li>\n<li data-start=\"331\" data-end=\"434\"><strong data-start=\"331\" data-end=\"355\">Drill Through Levels<\/strong>: Use <strong data-start=\"361\" data-end=\"378\">drill down\/up<\/strong> buttons to explore data by levels (e.g., Year \u2192 Month).<\/li>\n<li data-start=\"439\" data-end=\"513\"><strong data-start=\"439\" data-end=\"459\">Use with Filters<\/strong>: Combine with <a href=\"https:\/\/chartexpo.com\/blog\/slicers-in-power-bi\" target=\"_blank\" rel=\"noopener\">slicers<\/a> or filters for deeper insights.<\/li>\n<li data-start=\"518\" data-end=\"588\"><strong data-start=\"518\" data-end=\"538\">Date Hierarchies<\/strong>: Power BI auto-creates these\u2014customize if needed.<\/li>\n<li data-start=\"593\" data-end=\"677\"><strong data-start=\"593\" data-end=\"610\">Keep it Clear<\/strong>: Use logical levels and consistent names for better understanding.<\/li>\n<\/ol>\n<h2 id=\"delete-power-bi-hierarchy\">How to Delete Power BI Hierarchy?<\/h2>\n<ul>\n<li><strong data-start=\"72\" data-end=\"83\">Step 1:<\/strong> Open your report in Power BI Desktop.<\/li>\n<li><strong data-start=\"124\" data-end=\"135\">Step 2:<\/strong> Go to the <strong data-start=\"146\" data-end=\"161\" data-is-only-node=\"\">Fields pane<\/strong>.<\/li>\n<li><strong data-start=\"165\" data-end=\"176\">Step 3:<\/strong> Find and <strong data-start=\"186\" data-end=\"206\">expand the table<\/strong> with the hierarchy.<\/li>\n<li><strong data-start=\"229\" data-end=\"240\">Step 4:<\/strong> <strong data-start=\"241\" data-end=\"256\">Right-click<\/strong> the hierarchy name.<\/li>\n<li><strong data-start=\"279\" data-end=\"290\">Step 5:<\/strong> Click <strong data-start=\"297\" data-end=\"307\">Delete<\/strong> and confirm.<\/li>\n<\/ul>\n<h2 id=\"benefits-of-power-bi-custom-hierarchy\">What are the Benefits of Power BI Custom Hierarchy?<\/h2>\n<p data-start=\"123\" data-end=\"269\">Creating a Power BI custom hierarchy offers several valuable benefits, especially for reporting and data analysis. Here are the key advantages:<\/p>\n<h3 data-section-id=\"1k4t355\" data-start=\"105\" data-end=\"139\">1. Drill-Down Capability<\/h3>\n<p data-start=\"140\" data-end=\"433\">Custom hierarchies make it easy to explore your data at multiple levels. Users can drill down from broader categories (like Year) to finer details (like Month or Day) within the same visual. This simplifies data exploration and helps identify trends, outliers, or performance shifts over time.<\/p>\n<h3 data-section-id=\"uw3eu1\" data-start=\"440\" data-end=\"482\">2. Cleaner and Organized Reports<\/h3>\n<p data-start=\"483\" data-end=\"733\">Using hierarchies keeps your report visuals clean and well-structured. Instead of dragging multiple fields onto a visual, you can just use one hierarchy, which improves clarity and reduces clutter, making dashboards easier to understand for all users.<\/p>\n<h3 data-section-id=\"6bmuad\" data-start=\"740\" data-end=\"783\">3. Faster and Consistent Analysis<\/h3>\n<p data-start=\"784\" data-end=\"1028\">With a custom hierarchy, analysts and decision-makers can quickly shift focus between levels of detail without redesigning visuals or recreating charts. This speeds up workflows and ensures consistency in how data is analyzed across the report.<\/p>\n<h3 data-section-id=\"16eyrcs\" data-start=\"1035\" data-end=\"1087\">4. Interactive and Engaging Visualizations<\/h3>\n<p data-start=\"1088\" data-end=\"1328\">Hierarchies add interactivity to visuals, allowing users to click and drill through the data with ease. This interactive functionality makes reports more engaging and user-friendly, encouraging deeper exploration and better decision-making.<\/p>\n<h3 data-section-id=\"19hy6fe\" data-start=\"1335\" data-end=\"1387\">5. Customized Business Logic and Structure<\/h3>\n<p data-start=\"1388\" data-end=\"1663\">Custom hierarchies let you tailor your data structure to fit your business model, such as Region \u2192 Division \u2192 Branch, or Category \u2192 Subcategory \u2192 Product. This flexibility ensures that your reports reflect your organization&#8217;s logic, making them more meaningful and actionable.<\/p>\n<h2 id=\"limitations-of-hierarchies-in-power-bi\">Limitations of Hierarchies in Power BI<\/h2>\n<h3>1. Fixed Structure<\/h3>\n<p data-start=\"47\" data-end=\"171\">Once created, hierarchies follow a fixed level order\u2014users can\u2019t dynamically change the drill path.<\/p>\n<h3 data-start=\"176\" data-end=\"286\">2. Manual Creation Needed<\/h3>\n<p data-start=\"176\" data-end=\"286\">Power BI doesn&#8217;t auto-detect custom hierarchies; you must build them manually.<\/p>\n<h3 data-start=\"291\" data-end=\"408\">3. Limited to the Same Table<\/h3>\n<p data-start=\"291\" data-end=\"408\">You can only include fields from the same table unless relationships are properly set.<\/p>\n<h3 data-start=\"413\" data-end=\"517\">4. No Conditional Levels<\/h3>\n<p data-start=\"413\" data-end=\"517\">You can&#8217;t show or hide hierarchy levels based on slicers or user actions.<\/p>\n<h3 data-start=\"522\" data-end=\"632\">5. Performance Issues<\/h3>\n<p data-start=\"522\" data-end=\"632\">Deep hierarchies with large datasets may slow down visual loading and performance.<\/p>\n<h2 id=\"best-practices-for-creating-power-bi-hierarchy\">Best Practices For Creating Power BI Hierarchy<\/h2>\n<h3 data-section-id=\"1oklat5\" data-start=\"79\" data-end=\"119\">1. Plan Your Hierarchy Structure<\/h3>\n<p data-start=\"120\" data-end=\"289\">Before building, clearly define the logical order of your data levels (e.g., Year &gt; Quarter &gt; Month). This ensures consistency and helps users understand your data flow.<\/p>\n<h3 data-section-id=\"bzfl5p\" data-start=\"296\" data-end=\"324\">2. Keep It Intuitive<\/h3>\n<p data-start=\"325\" data-end=\"465\">Use familiar terms and logical groupings that your audience can easily relate to. Avoid overly complex hierarchies that might confuse users.<\/p>\n<h3 data-section-id=\"10a656p\" data-start=\"472\" data-end=\"507\">3. Name Hierarchies Clearly<\/h3>\n<p data-start=\"508\" data-end=\"645\">Use descriptive and readable names (e.g., \u201cProduct Category Hierarchy\u201d) to make navigation easy for report consumers.<\/p>\n<h3 data-section-id=\"1kji2uc\" data-start=\"652\" data-end=\"688\">4. Use Consistent Data Types<\/h3>\n<p data-start=\"689\" data-end=\"831\">Ensure that all fields within a hierarchy are of consistent and compatible data types. This prevents issues during filtering or drilling down.<\/p>\n<h3 data-section-id=\"1wen2g0\" data-start=\"838\" data-end=\"878\">5. Test Drill-Down Functionality<\/h3>\n<p data-start=\"879\" data-end=\"1024\">After creating a hierarchy, test its drill-down and drill-up behavior in visuals to make sure it works smoothly and reveals insights effectively.<\/p>\n<h2 id=\"hierarchy-in-power-bi-faqs\">Hierarchy in Power BI &#8211; FAQs<\/h2>\n<h3>Can I create a hierarchy in Power BI?<\/h3>\n<p>Yes, you can create a hierarchy in Power BI. In the Fields pane, simply drag one field onto another to form a hierarchy. You can then add more fields to it, rename it, and use it in visuals to enable drill-down and drill-up functionality.<\/p>\n<h3>How to create hierarchy in Power BI using DAX?<\/h3>\n<p>To create a hierarchy in Power BI using DAX, you can&#8217;t directly build a hierarchy like in the Fields pane, but you can create calculated columns that represent each level (e.g., Region, Country, City) using DAX. Then, use these columns in visuals and group them manually to mimic a hierarchy structure.<\/p>\n<h3>How do I create a hierarchy from the same column in Power BI?<\/h3>\n<p>Creating a hierarchy from the same column in Power BI can be achieved through two distinct approaches:<\/p>\n<p>The first method involves utilizing conditional columns and fill-downs. This technique utilizes conditional columns to categorize data into various levels. The &#8220;Fill Down&#8221; operation is then used to propagate these values throughout the column.<\/p>\n<p>The other approach is to use a DAX formula like \u201d\u02dcPATHLEVEL&#8217; to create a hierarchy within the calculated column.<\/p>\n<p>Note that the effective creation of hierarchies is well-suited for data exhibiting a natural hierarchical structure.<\/p>\n<h3>How do you manually create a hierarchy in Power BI?<\/h3>\n<p>To manually create a hierarchy in Power BI:<\/p>\n<ul>\n<li>Open the Data Pane.<\/li>\n<li>Right-click on a column.<\/li>\n<li>Select &#8220;New Hierarchy.&#8221;<\/li>\n<li>Drag additional fields for sub-levels.<\/li>\n<li>Arrange levels according to your needs.<\/li>\n<li>Utilize the hierarchy in visualizations.<\/li>\n<li>Customize formatting, sorting, or apply filters as required.<\/li>\n<\/ul>\n<p>Not all visualizations treat hierarchies the same. Trying different types may be necessary to find the most effective approach for your data.<\/p>\n<h4 id=\"wrap-up\">Wrap-Up<\/h4>\n<p>Leveraging hierarchies in Power BI proves instrumental for efficient data categorization, simplifying information into distinct classes.<\/p>\n<p>This not only aids in streamlined data organization but also facilitates targeted data dissemination.<\/p>\n<p>This ensures limited data access for authorized individuals, with information shared only within their organizational levels.<\/p>\n<p>Creating a hierarchy in Power BI ensures limited data access for authorized individuals, with information shared only within their organizational levels.<\/p>\n<p>Power BI offers two main hierarchy creation methods: manual configuration and DAX formulas, ensuring user flexibility.<\/p>\n<p>Note that hierarchies are not established with any random information. Instead, your data must exhibit a structure resembling a tree or nest for hierarchies to be formed.<\/p>\n<p>Mastering hierarchy creation empowers users to unlock Power BI&#8217;s full potential for thorough data analysis and reporting.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><p>Unlock full potential with our comprehensive guide on creating a hierarchy in Power BI. Learn processes, &#038; user-friendly techniques for insightful visuals. <\/p>\n&nbsp;&nbsp;<a href=\"https:\/\/chartexpo.com\/blog\/creating-a-hierarchy-in-power-bi\"><\/a><\/p>","protected":false},"author":1,"featured_media":31338,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1017],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Creating a Hierarchy in Power BI: Unveiling Essential Steps -<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/chartexpo.com\/blog\/creating-a-hierarchy-in-power-bi\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:title\" content=\"Creating a Hierarchy in Power BI: Unveiling Essential Steps -\" \/>\r\n<meta name=\"twitter:description\" content=\"Unlock full potential with our comprehensive guide on creating a hierarchy in Power BI. 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