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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Issues with data hierachy/multiple columns in matrix visualization

Hello all,

 

I am experiencing the following problem:

 

Each month I check, whether all teams within my organization have completed a specific task. I have constructed a report that allows me to keep track of that with the help of a table visualization (see below). 

 

As I have more than 200 teams to take care of, I decided that I no longer want to contact the teamlead only, but their department head also (=> a higher level) while still being able to track all the team's status on whether they completed the task or not. However, this is where I run into problems.

 

I changed the visualization from a table to a matrix to implement the department->team hierarchy. If I only look at the completion status, this solution seems to work quite well:

 

 

As I want to contact the respective department heads and team leads, I want to add their names to the matrix.

 

I use the following raw data (sample due to data protection):

 

TEAM_IDTEAM_SHORTNAMEPARENT_TEAM_IDPARENT_TEAMTEAM_LONGNAMETEAMLEADTASK_COMPLETIONHAS_TO_DO_TASK
1ADWS1  Software DepartmentAngela Merkel False
11ADWS111ADWS1Software Team 1Max Mustermann100,00 %True
12ADWS121ADWS1Software Team 2Paul McCartney100,00 %True
13ADWS131ADWS1Software Team 3Shawn Carter100,00 %True
14ADWS141ADWS1Software Team 4John Lennon0,00 %True

 

As you can see, the department head is "Angela Merkel". When I add TEAMLEAD to the value section of the matrix visualization however, "John Lennon" is shown as the department head. Of course this happens because the data is summarized in that row and not sourced from the raw data.

 

 

So I thought about creating a calculated column where I use CONCATENATE to have a single expression for team/department identifier and team lead/department head (e.g. "ADWS1 (Angela Merkel)" or "ADWS11 (Max Mustermann)") and use that as my hierachy/row. But surely there must be a more elegant way to do this and to display the identifier and the team lead in separate columns?

 

Any help is much appreciated!

 

Thanks a lot in advance and kind regards

Marcel

 

 

  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi Anonymous ,

    Please recreate a  new measure.

     

    Measure 2 = var aa = IF(SELECTEDVALUE('Table'[PARENT_TEAM])<>BLANK(),SELECTEDVALUE('Table'[PARENT_TEAM]),SELECTEDVALUE('Table'[TEAM_SHORTNAME]))
    return 
    if(ISINSCOPE('Table'[TEAM_SHORTNAME]),[Measure],CALCULATE(MAX('Table'[TEAMLEAD]),FILTER(ALL('Table'),'Table'[PARENT_TEAM]=BLANK()&&'Table'[TEAM_SHORTNAME]=aa)))

     

    Then filter the PARENT_TEAM.

    Best Regards

    Community Support Team _ Polly

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

7 Replies

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks a lot Anonymous ! I could recreate this with ease in my file 🙂 

       

      At least there is no more incorrect teamlead shown at department level. Is there a way however to show the department head there also? See below:

       

      Appreciate any help! Thanks and kind regards

      Marcel

       

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi Anonymous ,

        Where do you want to show the department head? And which column is the the department head? Please provide your desired output.

        Best Regards

        Community Support Team _ Polly

         

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

         

  • Anonymous's avatar
    Anonymous
    Not applicable

    Can't thank you enough Anonymous ! This is exaclty what I was looking for!

     

    Thanks a lot and kind regards! 🙂

    Marcel