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fingalbrad
Helper I
Helper I

Summarize table based on column values

Hi I have a spreadsheet which is set up as below. Its a list of notifications and the individual tasks associated with the notification and the individual completion dates. The tasks may be the same for the notifications, but they have different completion dates. 

 

Notification     Priority        Tasks       Task Compled Date

1                       2                   A            Completed  Date 

1                       2                   B             Completed Date 

2                       3                   A             Completed Date 

3                       3                   A             Completed Date

3                       3                   B             Completed Date

3                       3                   C             Completed Date

 

I want to Summarise this table to the following

 

Notification    Priority    Task A                         Task B                         Task C   

1                      2             Completed Date        Completed Date        Completed Date

2                      3             Completed Date        Completed Date        Completed Date

3                      3             Completed Date        Completed Date        Completed Date

7 REPLIES 7
Ashish_Mathur
Super User
Super User

Hi,

Create a matrix visual.  Drag the first 2 fields to the row labels and the third one to the column labels.  Write this measure

=MIN(Data[Task Completed Date])

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

I want to do all this in the data part of powerbi. I want to create a new table before I do the visual

Hi,

Go to the Query Editor click on any cell in the Tasks column.  Under Transform, click on Pivot column.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

THanks for that. The only issue now is that I have the notification listed multiple time. I only wanted it listed once and have the dates shown

Share a proper example and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
danextian
Super User
Super User

Hellow @fingalbrad ,

 

Have you tried using the matrix visual.  You can drag Notification and Priority columns to Rows, Tasks to Columns and Completed date to Value. If you want a layout very similar to yours, may disable the stepped layout and the subtotals. Once plotted, your data should looke like below:

matrix visual.png
More on the matrix visual: Create matrix visualizations in Power BI





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

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Hi 

 

I want to be able to do some analysis tho and compare the dates between the tasks. I dont think I can do this with a visual??

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