Add Drill-down To A Power View Chart Or Matrix - Microsoft Support

Add drill up/drill down using an existing hierarchy

This example explains adding drill up/drill down to a matrix. Drill up/drill down can also be added to bar, column, and pie charts.

The nice thing about having a hierarchy that already exists in the data model is that you can use it over and over in lots of Power View sheets and reports.

  1. Create a visualization using an existing hierarchy. Hierarchies in the field list have an arrow for expanding and collapsing the hierarchy components. Clicking the hierarchy adds all of the component fields to the visualization as a table.

    Power View Hierarchy in data model

  2. Convert the table to a matrix or chart. From the Design tab > Switch Visualization > Matrix.

  3. To enable drill-down, collapse the matrix. From the Design tab > Show Levels > Enable Drill Down One Level at a Time.

    Power View Drill levels

  4. Double click a top-level hierarchy field. For example, in a Sports-Disciplines-Events hierarchy, click the sport of Aquatics. This drills down to the next level in my hierarchy and displays the four events that make up the sport of Aquatics: Diving, Swimming, Synchronized S., and Water polo.

    Power View Drill arrows

  5. Drill down further by clicking one of the fields. Clicking Synchronized S. drills down to the Events level in my hierarchy and displays duet, solo, and team.

  6. Drill up by clicking the up arrow.

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Tag » How To Drill Down In Excel