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

[mlt]

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

Project	Name	Outline_Level	Outline_Number
_Onboarding	Onboarding	1	1
_Onboarding	Obtain Licenses and assign (Nag & Gopal)	2	1.1
_Onboarding	jim smith	0
_Onboarding	Access for  system ID to our environment	2	1.2
_Onboarding	jim smith	0
_Onboarding	Documentation of Operating Guidelines and Process, Roles & Resp.	2	1.3
_Onboarding	jim smith	0
_Compare_3	Compare (DRAFT)	1	1
_Compare_3	Working Group Activities	2	1.1
_Compare_3	Create Approach	3	1.1.1
_Compare_3	Create Draft Deck	4	1.1.1.1
_Compare_3	scott taylor	0
_Compare_3	Review Deck with working group	4	1.1.1.2
_Compare_3	Update and finalize deck	5	1.1.1.2.1

[Anonymous · Accepted solution]

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.

2.then create matrix visual

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.

[mlt]

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