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JWizard9891
Regular Visitor

Displaying Programme / Project relationship in a PowerBI Matrix

Hi, I am trying to create a matrix that shows projects under their parent programme in a PowerBI matrix table.

 

The Rows are the Function column in the table below

The Columns are the Stage column in the table below.

 

I want to display the values with the Parent programme first, followed by the related projects (linked by the column ProgLink) so they are always underneath (ideally indented slightly) so show how the hierarchy.

 

IDTypeNameProgLinkStageFunction
ID_001ProgrammeSales Prog ConceptSales
ID_002ProgrammeTransformation X In FlightTransformation
ID_003ProjectEU SalesID_001ConceptSales
ID_004ProjectSA SalesID_001ConceptSales
ID_005ProjectAfrica ID_002ConceptTransformation
ID_006ProductWeb Product In FlightProduct
ID_007ProgrammeUK Wide Transformation ConceptTransformation
ID_008Project ID_007ConceptTransformation

 

Any help is much apprieciated! 

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @JWizard9891 ,
Thank you for reaching out to us on Microsoft Fabric Community Forum!

Upon my understanding,I tried to recreate it on my local with the sample data.So that,I followed below steps which might help you to resolve your query.

 

 

  •  Create a calculated column to generate hierarchy-friendly name using below:
      
    DisplayName =

    IF (

    'Table'[Type] = "Programme",

    'Table'[Name],

    REPT(" ", 1) & 'Table'[Name]

    )
  • Create a Parent-Child calculated column using below:
    DisplayName =

    IF (

    'Table'[Type] = "Programme",

    'Table'[Name],

    REPT(" ", 1) & 'Table'[Name]

    )
  •  Create a hierarchy or sorting logic using below:
    SortOrder =

    IF (

    ISBLANK('Table'[ProgLink]),

    0,

    1

    )
  •  Now,Build the Matrix visual by adding below values into the fileds:
  • Rows: Function  and DisplayName

  • Columns: Stage

  • Values: Count of ID

  • Please refer the screenshot and file for your reference:
    vpagayammsft_0-1747111936084.png



    If my answer meets your requirements,consider accepting it as solution.

    Regards,
    Pallavi G.

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

Hi @JWizard9891 ,
I wanted to check and see if you had a chance to review our previous message or Please let me know if everything is sorted or if you need any further assistance.If it helps,consider accepting it as solution.
Thank you.

Anonymous
Not applicable

Hi @JWizard9891 ,

Could you please confirm if the issue has been resolved on your end? If a solution has been found, it would be greatly appreciated if you could share your insights with the community. This would be helpful for other members who may encounter similar issues.
Thank you for your understanding and assistance.

 

Anonymous
Not applicable

Hi @JWizard9891 ,
Following up to check whether you got a chance to review the suggestion given.I hope this helps.If so,consider accepting it as solution,it will be helpful for other members of the community who have similar problems as yours to solve it faster. Glad to help.
Thank you.

Anonymous
Not applicable

Hi @JWizard9891 ,
Thank you for reaching out to us on Microsoft Fabric Community Forum!

Upon my understanding,I tried to recreate it on my local with the sample data.So that,I followed below steps which might help you to resolve your query.

 

 

  •  Create a calculated column to generate hierarchy-friendly name using below:
      
    DisplayName =

    IF (

    'Table'[Type] = "Programme",

    'Table'[Name],

    REPT(" ", 1) & 'Table'[Name]

    )
  • Create a Parent-Child calculated column using below:
    DisplayName =

    IF (

    'Table'[Type] = "Programme",

    'Table'[Name],

    REPT(" ", 1) & 'Table'[Name]

    )
  •  Create a hierarchy or sorting logic using below:
    SortOrder =

    IF (

    ISBLANK('Table'[ProgLink]),

    0,

    1

    )
  •  Now,Build the Matrix visual by adding below values into the fileds:
  • Rows: Function  and DisplayName

  • Columns: Stage

  • Values: Count of ID

  • Please refer the screenshot and file for your reference:
    vpagayammsft_0-1747111936084.png



    If my answer meets your requirements,consider accepting it as solution.

    Regards,
    Pallavi G.

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