- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

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 |
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

@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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

@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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

This looks really good! How did you do that?
Perhaps I would prefer to transpose the rows to the columns, would that be possible?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

@ddorhout I guess you are looking something on these lines:
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:
Roll up level = in Progress and looking at sub-level
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.

Helpful resources
Subject | Author | Posted | |
---|---|---|---|
04-06-2023 07:14 AM | |||
05-05-2021 06:52 PM | |||
10-22-2024 04:03 AM | |||
02-22-2023 02:42 AM | |||
09-12-2024 06:37 AM |
User | Count |
---|---|
141 | |
112 | |
83 | |
63 | |
47 |