Exploring Expand and Collapse Functions in Visual Calculations

In the realm of visual calculations, understanding the functionalities of EXPAND and COLLAPSE operations is crucial for manipulating visual contexts, especially within hierarchical structures.

These functions, newly introduced in Visual Calculations, play significant roles in navigating hierarchical structures in Power BI visuals, offering users a dynamic way to interact with their data and gain clearer insights.

Understanding Expand and Collapse:

EXPAND and COLLAPSE are operations that move the level of the visual context up or down in the hierarchy defined for the axis.

• COLLAPSE and COLLAPSEALL start from the current visual context and move the level up

• EXPAND and EXPANDALL start from the current visual context and move the level down. 

  • COLLAPSEALL calculate at the top level of the axis hierarchy. 

  • EXPANDALL calculate at the bottom level of the axis hierarchy. 

The Collapse Function: This operation involves shifting the visual context upwards in the hierarchy defined for the axis. Essentially, it moves from a detailed level to a broader one, simplifying the view.

On the other hand, the Expand Function: This function moves the visual context downwards in the hierarchy, akin to zooming in or delving deeper into details. It transitions from a broader perspective to a more detailed one, enriching the view.

Utilizing Expand and Collapse:

Incorporating visual calculations into Power BI visuals empowers users to navigate hierarchical structures effectively using expand and collapse functions. These functions enable users to adjust filter contexts, refine calculations, and explore data intricacies within the context of their visualizations.

By leveraging EXPAND and COLLAPSE, users can seamlessly transition between different hierarchical levels, providing a dynamic and interactive experience. Whether simplifying views to grasp overarching patterns or delving into specific details for deeper analysis, these functions offer versatile tools for enhancing data exploration.

Conclusion:

Understanding the nuances of Expand and Collapse functions is essential for leveraging the full potential of Power BI Visual Calculations.

It is a good way of providing end users with a means of modifying the filter contexts used in a Power BI visual. It's also highly beneficial when conducting calculations on top of already complex measures that need to be recalculated within the context of a specific visual.

By mastering these operations, users can efficiently manipulate visual contexts, gain clearer insights, and unlock the full value of their data.