Forum Discussion
Process phases grouping and visualization
Dear Forum,
I am running into an issue. I would like to have process phases visualized for each product that is going through those phases.
I have the status of the lowel level phases, but I want to roll it up to a higher level (so 1.1, 1.2, to 1).
Also I want to visualize it, and that the user of the visualization can click through when phase 1 has the status of "in progress" to see further details.
How do I do that? I have a summary of the data below.
Another part of the question is maintenance of this table. the names of the process phases may change, is there a solution that I do not need to update my queries repeatedly when the name of a phase changes? The numbers stay equal, I was thinking to normalize the data but that only works for rows.
Your help is well appreciated 🙂
| Product | 1.1. Kick-off | 1.2. Assign Stakeholders | 1.3. Fill out form | 1.4. ... | 1.5. ... | 2.1. Review form | 2.2. ... | 2.3. ... | (To be calculated) - roll-up phase 1 | (To be calculated) - roll-up phase 2 |
| A | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| B | No | No | No | No | No | No | No | No | No | No |
| C | Yes | Yes | Yes | No | No | No | No | No | In Progress | No |
| D | Yes | Yes | Yes | In Progress | No | No | No | No | In Progress | No |
| E | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Yes | In Progress |
| F | Yes | Yes | Yes | Yes | Yes | Yes | In Progress | No | Yes | In Progress |
4 Replies
This looks really good! How did you do that?
Perhaps I would prefer to transpose the rows to the columns, would that be possible?
The solution is working as a charm. However, now I am facing the next issue: how do I add another state such as "Not Needed"? Now, when not everything is on "Yes", it gives "In progress". However, how do I make sure the "Not needed"s are excluded from this "In progress" calculation. I am struggling with PowerQuery.
