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mlt
New Member

Use WBS field to create parent/child hierarchy within Power BI for Matrix Visual

I am using Project desktop to create excel export for desktop POWER BI use. I have multiple tasks (name field) and multiple projects which show the relationship in the WBS fields (ex. 1, 1.1, 2, 2.1, etc). I want to drill down from the highest task to the lowest task using a Matrix visual. what is the best way to creat this relationship

 

ProjectNameOutline_LevelOutline_Number
_Onboarding Onboarding11
_OnboardingObtain Licenses and assign (Nag & Gopal)21.1
_Onboardingjim smith0 
_OnboardingAccess for  system ID to our environment21.2
_Onboardingjim smith0 
_OnboardingDocumentation of Operating Guidelines and Process, Roles & Resp.21.3
_Onboardingjim smith0 
_Compare_3 Compare (DRAFT)11
_Compare_3Working Group Activities21.1
_Compare_3Create Approach31.1.1
_Compare_3Create Draft Deck41.1.1.1
_Compare_3scott taylor0 
_Compare_3Review Deck with working group41.1.1.2
_Compare_3Update and finalize deck51.1.1.2.1
1 ACCEPTED SOLUTION
v-kongfanf-msft
Community Support
Community Support

Hi @mlt ,

 

Maybe you can try step like below:

1.Split the Outline_Number column in power query into separate columns for each level in the hierarchy.

vkongfanfmsft_0-1708503052366.png

2.then create matrix visual

vkongfanfmsft_1-1708503174239.png

 

Best Regards,
Adamk Kong

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-kongfanf-msft
Community Support
Community Support

Hi @mlt ,

 

Maybe you can try step like below:

1.Split the Outline_Number column in power query into separate columns for each level in the hierarchy.

vkongfanfmsft_0-1708503052366.png

2.then create matrix visual

vkongfanfmsft_1-1708503174239.png

 

Best Regards,
Adamk Kong

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

thanks so much that gets me 98% there 🙂 ...i appreciate it

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