12. Data Hierarchies and Groups
12.4 Using Hierarchies in Visuals and Slicers
- Visuals: drag the whole hierarchy (e.g. Location) into X-axis/Y-axis or matrix Rows. The drill icons appear on the visual header (Module 16). You can untick levels you do not want in that visual (click the ✕ next to a level in the field well).
- Matrix: rows show +/- expand buttons for each level (Module 16.4).
- Slicers: drag the hierarchy (or several fields) into a slicer's Field well. You get a hierarchy slicer with expand arrows (Maharashtra › Pune › Kothrud …). Format it in Format visual › Visual › Slicer settings (e.g. Single select) and Hierarchy (expand/collapse icons).
Practice task
Build a matrix with Location on rows and Year › Month (Date hierarchy) on columns, showing Total Orders. Add a hierarchy slicer for Product (Category › Product Name).
Ravindra Bagale's Tip
Friends, many students put a hierarchy on a visual and then wonder why drill buttons don't appear or a slicer shows a flat list. Check that the whole hierarchy (not a single level) is in the field well, and use a hierarchy slicer style when users need to expand levels. Never forget this.
Ravindra Bagale's Tip – मराठी
मित्रांनो, बरेच students visual वर hierarchy टाकतात आणि मग drill buttons का दिसत नाहीत किंवा slicer flat list का दाखवतो याचा विचार करतात. Field well मध्ये पूर्ण hierarchy आहे (एकच level नाही) हे तपासा, आणि users ना levels expand करायचे असतील तर hierarchy slicer style वापरा. हे अजिबात विसरू नका.
Ravindra Bagale's Tip – हिंदी
दोस्तों, बहुत से students visual पर hierarchy डालते हैं और फिर सोचते हैं कि drill buttons क्यों नहीं दिख रहे या slicer flat list क्यों दिखा रहा है. Check करो कि field well में पूरी hierarchy है (सिर्फ़ एक level नहीं), और users को levels expand करने हों तो hierarchy slicer style इस्तेमाल करो. यह बिल्कुल मत भूलना.