How to Filter a Summary Table Based on Original Table

[mikegoalie]

Hi there

I'm working on a project management dashboard and one viz I'm trying to build is related to workload. My main data set has 6 columns:

Project Phase | Task | Status | Lead | Support1| Support2

Teams can be assigned to tasks as either Lead, Support1 or Support2.

The idea was to build a stacked bar chart, showing total tasks assigned, split by either being the lead or a support team (since some tasks had multiple supports, I created 2 columns).

I built a summary table and all my counts are perfect. I set up the viz and everything looks great and is accurate.

My issue is, I wanted to be able to filter by project phase and status. Example:

Say the whole project has 10 tasks. Team 1 is a Lead on 7 tasks and support on 3 and Team 2 is a lead on 5 and support on 4. There is 1 task with no support. I would expect that when I select just to show phase 2, or just those that are "in progress" as an example, those counts would change to reflect just those tasks under that project phase or status.

Is this doable? Any assistance is appreciated!

[mikegoalie · Accepted solution]

Just in case someone else encounters this - I resolved my issue by creating a copy of my query and unpivoting the 3 columns I needed. I then created some count metrics for each and then built the viz. Worked like a charm.

[amitchandak]

@mikegoalie , You have to join this new table back Phase, Task, and status dimension to filter.

Calculated table can not take slicer values. So you have use the dimensions/joined tables to filter data

[mikegoalie]

Thanks for the response. Can you walk me through how i may do that? I'm not having any luck.

here is a sample of my scenario and issue: https://github.com/mikegoalie/PowerBI/blob/main/Sample.pbix