Expand/Collapse Column Hierarchy in Power BI

by Inforiver | Dec 28, 2021 | ,

Currently in a native Power BI matrix, you cannot expand or collapse columns freely as you can do with rows. In the example below, even though we have assigned region, sub-region & quarter to Columns, only the region shows up by default, and there is no way to expand a specific region to reveal the sub-region directly, as it is possible to expand Beverages alone in the rows to reveal its children.

Expand Collapse Column Hierarchies in Power BI

In fact, this request has been an popular upvoted feature in the Microsoft idea place, with close to 9k votes.

Expand collapse column in Power BI ideaplace

With Inforiver, you can expand/collapse specific columns to reveal its children, just as we can do with the row hierarchies in native Power BI visual. In the sample image below, you can see International Region and EMEA Sub-region in the columns expanding to reveal the four quarters - while the rest of the branches (such as APAC, US, etc.) remain collapsed.

Expand collapse column hierarchy in Power BI

There is more you can do with Inforiver while managing column (and row) hierarchies. When you mouse-over the category names on the top-left of the table (Region, Sub Region and Quarter), a hamburger menu appears.

Expand collapse column hierarchy context menu

Clicking the hamburger menu will reveal a list of action items.

Expand collapse column hierarchy context menu expanded

From this menu, you can perform the following actions:

  1. Expand All - Expand all items in the columns to reveal the leaf nodes (till Quarter) across all branches
  2. Collapse All - Collapse all items in the columns (to show only the Regions and the Grand Total, if enabled)
  3. Go To Level - useful when there are more than 2 hierarchy levels. Here you can expand all branches till Sub Region, for example.
  4. Sort - Sort the specific category (Region, in this case) in ascending or descending order.

Learn more about Inforiver's reporting capabilities.

Related Power BI Ideas: Add expand/collapse feature to column headers 

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