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JoeHazelton's avatar
JoeHazelton
Frequent Visitor
4 years ago

Summary Task / Parent Task Name roll down

Dear Community,

 

I am hoping that someone is able to assist.

 

I have a large collection of Projects where the Summary Task Name holds most of the information for that scheme on this line (task outline level 1). For each Summary Task i have a number of Tasks (Task Outline Level 2) where the individual dates for the tasks are entered. I would love to be able to roll down the information from the Summary Task Name line down to the Tasks. I would need this for chosen columns as not all columns would need to have the information rolled down. Please see my Project Online example data attached.

 

I am connecting Project Online to Power BI through an OData feed which when i transform the data gives me a standard Parent Task Name which i have dabbled with but to no avail. I have also investigated using the Fill down option under Transform but as i have 100+ projects which pull through unless i can place my data into a logical order in which the data is sorted by Project, Summary Task then Task, the fill down option would not be viable.

 

Any advice would be most appreciated.

 

 

 

 

Need Help

3 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    4 years ago

    JoeHazelton Hard to say exactly, what does your source data look like? Maybe a Merge operation? Alternatively you could write measures or calculated columns for this like LOOKUPVALUE, MAXX(FILTER(...),...), etc.?

    • JoeHazelton's avatar
      JoeHazelton
      Frequent Visitor
      4 years ago

      Hi Greg,

       

      Thanks for coming back to me. I have attached a screenshot of transform page if that helps in anyway. I am new to BI and have only created a few calculated columns previously.

       

      Thanks.