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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 a popular upvoted feature in the Microsoft idea place, with more than 9k votes.

Expand collapse - highly requested feature - 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 - Inforiver

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.

Curious about Inforiver? Read why Matt Allington (Self Service BI Expert + Microsoft MVP) , Excelerator BI prefers Inforiver over the Analyze in Excel capability that comes with Power BI for ad-hoc analysis.

With Inforiver, learn how to perform actions such as grouping or reordering rows and columns in a few clicks.

Expand/collapse column hierarchy in Power BI

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