This outlines the approach taken to define hierarchies using the "Data Model" of Power Pivot in order to allow for drill-throughs in Power BI reports:
Load Data into the Data Model: In Power Pivot, set the import or connection of your dataset and ensure that it has columns representing the levels of hierarchies (Year, Quarter, Month).
Create the Hierarchy:
Open the Power Pivot window and go to the relevant table.
In the diagram view, locate the fields representing hierarchy levels.
Right-click on the base field (e.g., Year) and select Create Hierarchy.
You can add subsequent fields under the hierarchy by dragging the newly created hierarchy node(e.g., Quarter, Month).
Rename and Organize: Rename the hierarchy for clarity (e.g., "Date Hierarchy"), and ensure the order within the levels makes sense from the top down.
Save and Use in Power BI: When set up, save the data model. Importing this model to Power BI brings the hierarchy into the Fields pane. Use it in visuals such as tables, charts, or matrices to enable drill-through.
Enable Drill-Through: Visuals in Power BI reflect this hierarchy to have automatic drill-down capability. Users can easily navigate from Year to Quarter to Month with a click of the drill-down icons.
This format properly appends the definitions of hierarchical structure to the data model, improving the interactivity and usability of Power BI reports.
