Forum Discussion
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.
| ID | Type | Name | ProgLink | Stage | Function |
| ID_001 | Programme | Sales Prog | Concept | Sales | |
| ID_002 | Programme | Transformation X | In Flight | Transformation | |
| ID_003 | Project | EU Sales | ID_001 | Concept | Sales |
| ID_004 | Project | SA Sales | ID_001 | Concept | Sales |
| ID_005 | Project | Africa | ID_002 | Concept | Transformation |
| ID_006 | Product | Web Product | In Flight | Product | |
| ID_007 | Programme | UK Wide Transformation | Concept | Transformation | |
| ID_008 | Project | ID_007 | Concept | Transformation |
Any help is much apprieciated!
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:
If my answer meets your requirements,consider accepting it as solution.
Regards,
Pallavi G.
- Create a calculated column to generate hierarchy-friendly name using below:
4 Replies
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:
If my answer meets your requirements,consider accepting it as solution.
Regards,
Pallavi G.
- Create a calculated column to generate hierarchy-friendly name using below:
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.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.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.