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Drill Down in Pivot Chart
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Drill Down/Drill Up Feature in Pivot Chart

In this article, we have created a Drill Down/Drill Up Feature functionality in a Pivot chart. We have created a hierarchy in Power Pivot data model to create this.

Below are the steps to create the hierarchy in Power Pivot-  

  • Open the Power Pivot window.
  • Click Home > View > Diagram View.
  • In Diagram View, select one or more columns in the same table that you want to place in a hierarchy. If the table does not include all of the columns you want to use, you can add them using RELATED function of DAX.
  • Right-click one of the columns you’ve chosen.
  • Click Create Hierarchy to create a parent hierarchy level at the bottom of the table. The columns will copy into the hierarchy as child levels.
  • Enter a name for your new hierarchy.
  • Drag more columns into the hierarchy parent level, which creates child levels from the columns and places the levels at the bottom of the hierarchy.
  • Optionally, you can place a column into a particular location of the hierarchy list by dragging a column to place the child level precisely where you want it to appear in the hierarchy.

Drill Down/Drill Up Feature

Drill Down/Drill Up Feature
Drill Down/Drill Up Feature

 

Now if you will use this hierarchy in a Pivot chart or Pivot Table then drill up/drill down option will be available on right click on any slice of the chart. You can double click on any slice of the chart to drill it down to the next level.

Click here to download the practice file.

Watch the step by step video tutorial:

 

Visit our YouTube channel to learn step-by-step video tutorials

Youtube.com/@PKAnExcelExpert

 

PK
Meet PK, the founder of PK-AnExcelExpert.com! With over 15 years of experience in Data Visualization, Excel Automation, and dashboard creation. PK is a Microsoft Certified Professional who has a passion for all things in Excel. PK loves to explore new and innovative ways to use Excel and is always eager to share his knowledge with others. With an eye for detail and a commitment to excellence, PK has become a go-to expert in the world of Excel. Whether you're looking to create stunning visualizations or streamline your workflow with automation, PK has the skills and expertise to help you succeed. Join the many satisfied clients who have benefited from PK's services and see how he can take your Excel skills to the next level!
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