30.8 Hierarchies, Groups, Drill, Tooltips and Navigation

Q86. Why turn off Auto date/time?

It creates a hidden date table for every date column (larger model) and supports only Year/Quarter/Month/Day. A single marked Date table supports fiscal years, festivals and consistent time intelligence.

Q87. What is the difference between a group and a hierarchy?

A group combines values of one column into new categories (list groups such as Region, or bins such as 5-minute delivery bins). A hierarchy orders several columns from general to detailed for drilling (State › City › Area › Store).

Q88. What are bins, and what is the difference between size of bins and number of bins?

Bins split a numeric/date column into equal ranges. Size of bins fixes the width (e.g. 5 minutes, ₹100). Number of bins fixes the count, and Power BI calculates the width from the min and max.

Q89. Explain the four drill buttons.

Drill up goes back a level; Drill down (drill mode) drills into the clicked item only; Go to the next level shows the next level for all items and hides the parent; Expand all down one level shows the next level together with the parent.

Q90. Drill down vs drill through?

Drill down moves to a lower hierarchy level inside the same visual. Drill through navigates to another page filtered to the selected item (e.g. City summary → Dark Store Details).

Q91. What does Keep all filters do in drill through?

When on, all filters affecting the source point (slicers, page filters, other fields) are passed to the target page. When off, only the drill-through field values are passed.

Q92. How do you create a report page tooltip?

New page › Format page › Page information › Allow use as tooltip On; Canvas settings › Type Tooltip; build small visuals; add tooltip fields; then on the main visual set General › Tooltips › Type = Report page and choose the page. Hide the tooltip page.

Q93. What do the Data, Display and Current page options in a bookmark mean?

Data captures filters, slicers, sort and drill state; Display captures visibility (Selection pane) and spotlight; Current page makes the bookmark navigate to its page. For show/hide toggles, untick Data so users' slicer choices are kept.

Q94. How do you build a chart/table toggle?

Place a chart and a table in the same position, hide one in the Selection pane, create a bookmark for each state (Display only, selected visuals), and link two buttons to those bookmarks with Bookmark actions.

Q95. What button action types are available?

Back, Bookmark, Drill through, Page navigation, Q&A, Web URL, and in newer versions Apply all slicers and Clear all slicers. Destinations can be dynamic using fx.

Q96. What is a page navigator?

A button group (Insert › Buttons › Navigator › Page navigator) that creates one button per page automatically and highlights the current page. It is ideal for side menus because it updates when pages are added or renamed.