Engagement Role Report - Calculated Column question

jdormer

In Power BI Desktop, we don’t have such a visual which can completely show result as you expect. If we use a Matrix, we can set “Engagement Name” as Rows and “Role” as Columns. But the Values always aggregates and only accepts numeric values, which means if we put “User Name” into Values, it will always be converted to “Count of User Name” instead of showing the actual User Name.

You may think that we can create a table report with a Salesperson measure, PM measure, and architect measure. But this is feasible only when there is no duplicate Allocation IDs in each Engagements. We cannot make the measure aggregate multiple Names when there’re duplicate Allocations.

We can use an alternate solution by creating a Matrix table as below, which marks the User Name with “1” under each Role. If one role have two or more users, multiple User Names will be marked with “1” under one Role.

Regards,