Hierarchical axis by default

[v-yiruan-msft]

Introduction:

In September version of Desktop, some updates have been made compared with the August version, This blog is about the update introduction of multiple fields on the grouped x-axis.

When we have subcategories that are specific to individual category fields or sequential subcategories such as more granular dates, we can deal with this situation by grouped x-axis.

New features:

Expand to lowest level: When you add new field to the x-axis field, visual will be expanded to lowest level.

In August version, when you add a new field to the X-axis field, visual does not actively drill down, you need to manually drill down to the next level.

Concatenate labels: The September version of Concatenate labels option is disabled by default. When you turn on this option, the value in x-axis display with concatenate form.

In August version, this option is enabled by default, but this option does not take effect. If you want the value in x-axis display with concatenate form, you need drill down to lowest level manually.

September version :

August version :

Sort behavior : Sort the visual by the axis fields rather than by value fields .

Differences :

Behavior	Defaults Before Sept 2022	Defaults After Sept 2022
Expand to lowest level	Users must manually expand the visual when adding new fields in x-axis.	Expand to lowest level automatically when : ·         the visual supports hierarchy axis ·         the axis is a categorical or datetime axis (note that numerical fields become categorical when they’re not the top level of a hierarchy)
Concatenate labels	On by default	Off by default
Sort behavior	Sort by measure when the user has not explicitly set a sort.	Sort by category when : ·         the visual supports hierarchy axis ·         when the visual is expanded down in any way ·         user has not explicitly set a sort ·         an authoring action is taken (like adding or removing a field; notably, not manually expanding the visual) Otherwise, sort by measure (or by user-set sort)

Author: Ye Tao

Reviewer: Kerry Wang & Ula Huang