ProSankey Learning Center Power BI Native Workflow

ProSankey Setup Guide

From your first flow diagram to advanced Pro features — everything you need to get ProSankey working exactly how your data demands.

Guided Learning Path

Follow this sequence for a clean first setup and to avoid the most common mistakes.

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Step 1: Choose Your Input Mode

Pick Path mode if your data has natural hierarchy levels (Region → Category → Product). Use Graph mode for Source + Target edge lists. Hybrid combines both — start simple and upgrade later.

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Step 2: Bind Fields & Check Data Types

In Path mode, drag categorical columns into Levels and a numeric measure into Value. In Graph mode, bind Source Node, Target Node, and Value. Ensure Value is numeric — text fields will produce an empty diagram.

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Step 3: Review Null & Zero Handling

Rows where Source equals Target, Value is zero, or any required field is null are silently dropped. Check your data model for these cases early — they are the most common cause of missing nodes.

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Step 4: Configure Colors & Labels

Set per-level colors in Nodes → Level Colors for Path mode. Add Color Rules for condition-based highlighting. Enable Flow Labels and Node Labels (Pro) to display values on the diagram.

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Step 5: Tune Performance

Enable the cache in Performance settings to skip redundant parse/layout passes on format-only updates. Set Max Nodes and Max Edges if your graph is dense. Viewport culling is on by default and skips off-screen elements automatically.

Action Playbooks

Practical step sequences for common ProSankey tasks.

Action Playbook

First Sankey in 5 Minutes

Zero to a working flow diagram in Power BI Desktop

  • 1 Import ProSankey from AppSource and add it to your report canvas.
  • 2 Bind 2 categorical columns to Levels and a numeric measure to Value.
  • 3 Resize the visual to fill at least 60% of the report canvas for readable node spacing.

Action Playbook

Highlight What Matters

Use color rules to surface key flows instantly

  • 1 Go to Format panel → Color Rules. Add a rule with the node name you want to highlight.
  • 2 Pick a high-contrast color (red, amber, green) that stands out from the default palette.
  • 3 If you have multiple priorities, use rules 1–3 for critical, caution, and healthy states.

Action Playbook

Handle Large Graphs Gracefully

Keep dense diagrams readable and fast

  • 1 Enable bucketing (Pro) with a 2–5% threshold to collapse long-tail nodes into "Other".
  • 2 Set Max nodes (Performance) to 50–100 to cap initial render density.
  • 3 Enable the performance cache to avoid re-running layout on format-only updates.

Feature Reference

Every ProSankey feature explained — what it does, how to configure it, and which plan is required.

Core (Free) Pro Pro display only
Core Path Mode

Levels data role

Drop up to 3 columns (Free) or 16 columns (Pro). Each column becomes one vertical stage in the Sankey.

Automatic layout

ProSankey computes node positions and band widths from the Value column using the d3-sankey algorithm. No manual positioning required.

Node identity

By default, nodes with the same name in different levels are treated as separate nodes (Per-level). Switch to Cross-level (Pro) to merge same-name nodes across levels.

Null strategy

Configure how null values in level columns are handled: skip the row, treat null as a literal node, or propagate to the next non-null level.

Core Graph Mode

Source Node & Target Node roles

Each row defines one directed edge from Source to Target with the given Value. Nodes are inferred automatically from the union of all source and target values.

Arbitrary topology

Unlike Path mode, Graph mode supports any directed graph structure — multi-source, multi-target, branching, merging, and crossing flows.

Self-loops

Edges where Source equals Target are treated as cycles and rendered as self-loop arcs if loop display is enabled (Pro), or dropped otherwise.

Pro Hybrid Mode

Combined binding

Bind both Levels and Source/Target roles simultaneously. The adapters merge both data sources into a single flow graph.

Use case

Ideal when you have a structured hierarchy (from levels) but also need to overlay specific ad-hoc connections that do not fit the level structure.

Pro Flow Labels

Placement

Center (default), near source, or near target. Labels are positioned along the link band.

Content mode

Show raw value, percentage of grand total, or percentage of source node total.

Min width threshold

Labels are hidden automatically when the link band is narrower than the configured minimum to avoid clutter.

Font & color

Full control over font family, size, bold, color, and optional halo for readability on complex backgrounds.

Pro Node Labels

Placement

Inside node, outside left, outside right, or outside (auto-sides based on position in diagram).

Content

Show node name, value, percentage — or all three stacked.

Halo

Optional text halo for legibility on colored node rectangles.

Pro display Loop Detection & Cycle Arcs

Detection

ProSankey runs cycle detection on every update. Circular flows (A → B → C → A) are identified and removed from the d3-sankey layout graph to prevent crashes.

Cycle arcs

Detected cycles are rendered as curved back-arcs outside the main diagram area (Pro). Style the arc color, dash pattern (solid/dashed/dotted), and indicator dots.

Self-loops

Self-referencing edges (A → A) render as small loop arcs attached to the node itself.

Bidirectional flows

Two opposite-direction edges between the same pair of nodes are given separate lane offsets so they are visually distinguishable.

Pro Path Tracing

Activation

Click any node or link to activate path trace mode. All flows not connected to the selected element are dimmed to the configured fade opacity.

Fade opacity

Configure how opaque non-highlighted elements remain (5%–50%). Lower values give more dramatic highlighting.

Highlight accent

Selected paths use the accent color from your Power BI theme or a custom override color.

Deactivation

Click the selected element again, or click anywhere outside nodes and links, to return to the full-opacity view.

Pro Top-N Bucketing

Threshold

Nodes contributing less than N% of the grand total are collapsed into a single "Other" node per level. Configurable from 0.1% to 20%.

Bucket label

Customize the display name of the "Other" aggregate node (default: "Other").

Expand inline

Click the "Other" node in the visual to expand it and reveal the collapsed members without leaving the report.

Color

Configure a distinct fill color for the "Other" node to distinguish it from real data nodes.

Core Color Rules

Rule slots

Up to 8 rule slots, each with a Rule Value (text match on node label) and a color. Rules are evaluated in order; first match wins.

Case sensitivity

Matching is case-sensitive by default. Enable Case-insensitive matching in Data settings (Pro) to ignore casing.

Priority

Color rules take priority over per-level colors and node category styles, but are overridden by explicit node category color assignments.