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Anonymous
Not applicable

Project Summary Subtasks Matrix

I'm trying to use a matrix table to display projects, summary tasks and tasks in a drill down to expand and collapse at each level. 

This is the project level from the project table.   

fm114fm_0-1659630607557.png

 

But when I expland the project, the summary tasks are at the same level of all tasks and sorted alphabetically.  Annual Activities is a summary task.  Yet, the listing give it me me as a task (see project image below this).

 

fm114fm_1-1659630607594.png

 

It should look like this. 

 

fm114fm_5-1659630790136.png

 


 

How can I get a matrix to look like the project.  Here is what I have (initiative is rename from Project Name)

 

fm114fm_3-1659630607668.png

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Anonymous,

I'd like to suggest you create a table with all value field names and an index column to setting custom sort order.

Custom Sorting in Power BI – Power BI & Excel are better together (excelnaccess.com)
After these steps, you can use the new table filed on matrix column, then you can write a measruer formula to get the current field value to lookup raw table field values.

My Favorite DAX Feature: SELECTEDVALUE with SWITCH | Winston-Salem Power BI User Group (pbiusergroup.com)

Regards,

Xiaoxin Sheng

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4 REPLIES 4
SDM_1997
Helper II
Helper II

Hi, 
Need help regarding extracting Task Summary Names too.
How did you solve this issue?
I checked the answer marked as the solution but did not quite understand it.
I am using Microsoft Project Online to extract details. 
Currently, Power BI is extracting everything as a normal Task only.
Can you explain how did you highlight which Task names are Summary Tasks?

Thanks !! 

selimovd
Super User
Super User

Hey @Anonymous ,

 

you should be able to solve that with a sort by column for each column:

https://radacad.com/sort-by-column-in-power-bi

 

If you need any help please let me know.
If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards
Denis

Blog: WhatTheFact.bi
Follow me: twitter.com/DenSelimovic

Anonymous
Not applicable

I can't seem to get that to work.   The template I'm using is from the Microsoft project dashboard download.  If you look above the project image (from the Annual Schedule projecy) has summary/subtasks.  The Task Name is from the Project Task Table.  What column would I use to sort.    

Anonymous
Not applicable

Hi @Anonymous,

I'd like to suggest you create a table with all value field names and an index column to setting custom sort order.

Custom Sorting in Power BI – Power BI & Excel are better together (excelnaccess.com)
After these steps, you can use the new table filed on matrix column, then you can write a measruer formula to get the current field value to lookup raw table field values.

My Favorite DAX Feature: SELECTEDVALUE with SWITCH | Winston-Salem Power BI User Group (pbiusergroup.com)

Regards,

Xiaoxin Sheng

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