Power BI Drill Up and Drill Down Reports help you to drill down the reports to multi-levels. Using this you can see the data at each level. In this article, we will show you, How to Create Drill Up and Drill Down Reports in Power BI with an example.
How to Create Drill Up and Drill Down Reports in Power BI
To demonstrate the drill up and drill down reports in power bi, we are going to use the hierarchy that we created in Create Hierarchy article.
Drag and Drop the Sales Amount from Fields section to Canvas will automatically create a Column Chart as shown in below screenshot.
Next, let me add the Product Hierarchy to Axis to create a column Chart that shows Sales Amount by product Category.
Let me do some quick formatting to this column chart
NOTE: I suggest you to refer Format Column Chart article to understand the formatting options.
You can perform Drill up, and Drill down using any of the three options.
- Go to the Data / Drill tab to see these properties
- If your data has multiple levels then these buttons will be displayed at the top left corner.
- Right-click on the report will show the context menu. You can use this menu to select the levels.
NOTE: There is a difference between Shown Next Level, and Drill Down. Show Next level will show you the complete data in the next level but the Drill down option will show you the selected data
Let me select the Go to next level in the hierarchy button on the top left corner of the report
Now you can see the Sales by Product Subcategory (level 2). If you notice closely, Drill up button on the ribbon, and the top left corner is enabled. This is because there is a possibility to go up (product Category level)
This time we are using the context menu. Let me select and right-click on any Column and select Show Next Level option
Now you can see the column chart that shows the Sales by product Color
This time we will click on the Show Next Level button on the data/Drill tab ribbon
Now you can see the Sale Amount by Product. This is the last level of a hierarchy, and that’s why show next level button is disabled
Drill up Reports in Power BI
Click on the Drill up button on the top left corner of the report.
Now you can see the Sales by product Color.
Let me select any random column, and select the Drill up option from the context menu.
Now you can see the Sales by product Subcategory. Let me hit Drill up in the ribbon
Now you can see the column chart that shows the Sales by Product Category.
Drill Down Reports in Power BI
Please select the column on which you want to drill down, and right-click on it will open the context menu. Let me select the Drill down option
Now you can see the column chart that shows the Sales by product Subcategory. However, this is only showing for the Bikes category (not the accessories, or the Clothing). If you observe closely, Power BI added the Bikes under the filter section.
Let me select the Road Bikes, and click Drill Down
Now you can see the Road Bikes Sales by product Color
Click the Drill up button to go to the previous level
Click on the See Data button to see the data that we used to create this report