Parent-child relationship based on conditions

[ErPat]

I am new to Power BI and just learning on my own.  Is it possible to assign rows based on another column aside from the parent-child relationship?

Here is an example of what I want to achieve:

Always assign the row (whether Parent or Item) to the owner of an Item task with a Work Type = "Dev".  If there is no Dev work type (ex. Item id = "4"), assign it to the owner with a Work Type = "QA".

[v-xinruzhu-msft · Accepted solution]

Hi @ErPat 

I found that based on your requirement, the assigned to fot the 2 Item should be Peter, but your picture displayed that is belong to James, is it wrong?

Based on my understanding, I create the following sample, and you can refer to.

the sample data is the same as you provided, you can create a calculated column in table.

Column =
VAR _dev =
    MAXX (
        FILTER (
            'Table',
            OR (
                [Parent Id] = EARLIER ( 'Table'[Item Id] ),
                [Parent Id] = EARLIER ( 'Table'[Parent Id] )
            )
                && [Work Type] = "Dev"
        ),
        [Owner]
    )
VAR _qa =
    MAXX (
        FILTER (
            'Table',
            OR (
                [Parent Id] = EARLIER ( 'Table'[Item Id] ),
                [Parent Id] = EARLIER ( 'Table'[Parent Id] )
            )
                && [Work Type] = "QA"
        ),
        [Owner]
    )
RETURN
    IF ( _dev <> BLANK (), _dev, _qa )

Output

Best Regards!

Yolo Zhu

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

[ErPat]

Thank you very much @v-xinruzhu-msft!  You are correct that Peter should be assigned to Item 2.
Does the data in your solution have to be sorted in some way?  I ask because [Owners] from old records somehow gets assigned to current records even though they are not tied to it.  I wish I can share with you sample data but I am constrained in doing so.

Your solution is a very good starting point.  Although, I don't fully understand how it works, I will play around it and hopefully get the data I need.  Otherwise, I'll go back to this thread again for more questions.

Thanks again!