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12. Data Hierarchies and Groups: Cards

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Revision cards

What is a hierarchy?. Users want to start with a big picture and then go into detail in the same visual.
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Lesson: 12.1 What Is a Hierarchy?

Create a hierarchy in the Data pane. Dragging 3 columns into every visual is slow and easy to get in the wrong order.
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Lesson: 12.2 Creating a Hierarchy in the Data Pane

Auto date/time vs a custom date table. Auto date/time is handy but adds hidden tables and cannot do custom fiscal years well.
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Lesson: 12.3 Auto Date/Time Hierarchy vs a Custom Date Table

Use hierarchies in visuals and slicers. A hierarchy is useful only when users can move through its levels.
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Lesson: 12.4 Using Hierarchies in Visuals and Slicers

Data groups: list groups. Business areas like regions are not always in the data.
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Lesson: 12.5 Data Groups (List Groups)

Bin groups: numeric and date bins. Many small numbers are hard to read. Grouping them into bands shows the pattern.
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Lesson: 12.6 Bin Groups (Numeric and Date Bins)

Groups vs calculated columns vs hierarchies. Picking the wrong tool makes the model harder to maintain.
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Lesson: 12.7 Groups vs Calculated Columns vs Hierarchies

Interview cards

Why turn off Auto date/time in Power BI? Auto date/time creates a hidden date table for every date column. This makes the model bigger and gives separate calendars that cannot be shared or customised, like a fiscal year starting in April.
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Lesson: 12.3 Auto Date/Time Hierarchy vs a Custom Date Table

How would you show delivery times grouped into ranges? Create a bin group on Delivery Minutes with size 10. Each value gets its bin start (0, 10, 20…). Put the bin on the axis and Count of orders as the value.
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Lesson: 12.6 Bin Groups (Numeric and Date Bins)

Comparison cards

Group vs Hierarchy. Both help organise data in visuals. A group joins values into a new label. A hierarchy orders existing columns for drilling.
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Lesson: 12.7 Groups vs Calculated Columns vs Hierarchies

Auto date/time vs custom date table. Both give Year, Quarter, Month and Day for dates. Auto date/time is automatic and hidden. A custom date table is one you build and mark.
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Lesson: 12.3 Auto Date/Time Hierarchy vs a Custom Date Table