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ddorhout
Frequent Visitor
Partially syndicated - Outbound

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 🙂 

 

Product1.1. Kick-off1.2. Assign Stakeholders1.3. Fill out form1.4. ...1.5. ...

2.1.

Review form 

2.2. ...2.3. ... (To be calculated) - roll-up phase 1(To be calculated) - roll-up phase 2
AYesYesYesYesYesYesYesYesYesYes
BNoNoNoNoNoNoNoNoNoNo
CYesYesYesNoNoNoNoNoIn ProgressNo
DYesYesYesIn ProgressNoNoNoNoIn ProgressNo
EYesYesYesYesYesYesNoNoYesIn Progress
FYesYesYesYesYesYesIn ProgressNoYesIn Progress
1 ACCEPTED SOLUTION
parry2k
Super User
Super User

Syndicated - Outbound

@ddorhout I have attached the solution, please tweak it as you see fit. There are two parts to this solution: 1) preparing the data in PQ to optimize the model and 2) measure to visualize the data at different granularities.

 

Cheers!!



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4 REPLIES 4
ddorhout
Frequent Visitor

Syndicated - Outbound

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.

parry2k
Super User
Super User

Syndicated - Outbound

@ddorhout I have attached the solution, please tweak it as you see fit. There are two parts to this solution: 1) preparing the data in PQ to optimize the model and 2) measure to visualize the data at different granularities.

 

Cheers!!



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

ddorhout2
New Member

Syndicated - Outbound

This looks really good! How did you do that?

Perhaps I would prefer to transpose the rows to the columns, would that be possible?

 

parry2k
Super User
Super User

Syndicated - Outbound

@ddorhout I guess you are looking something on these lines:

 

parry2k_0-1701889999898.png

 

Viewing using the product on rows, roll up, and sub-level on columns with the ability to slice

 

Using rollup level = in Progress and seeing at rollup level:

 

parry2k_1-1701890071053.png

 

Roll up level = in Progress and looking at sub-level

 

parry2k_2-1701890107257.png

 

 

 

 

 

 

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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