Question

How can I display data in Power BI as a hierarchy when it contains multiple nested self-referential relationships?
I’m working with hierarchical data in Power BI that includes nested self-referential relationships. What’s the best way to represent this data visually and enable intuitive drill-downs for end-users?

Answer 1

Steps for the presentation of hierarchical data with nested self-referential relationships in Power BI:

Define a Self-Referencing Table: Your model data must have self-join and contain a self-referencing relationship where ParentID and ChildID exist together within the same table.

Use Hierarchical Field: In Power BI, drag the relevant fields (for example, ParentID, ChildID, Level) into the Hierarchy field well.

Enable Drill-Downs: The Matrix or TreeMap visuals display the hierarchy, enabling intuitive drill-downs. To make them work, set up the hierarchy properly in the Fields pane.

Optimize Navigation: Add a slicer or filter to control the visible hierarchy levels, improving the user experience.

This approach enables clear visualization and easy navigation of nested hierarchical data in Power BI.