Hello,
Looking for a visual to try to display project and task statuses all in one table/matrix/multi-row card?
Not sure what visual to use, or if one exists (or if Power BI is right tool). Its not an aggreagate (sum/count etc.)
I tried searching community, but not sure of the name for what I am looking for (expanding tables leads to power-query expanding tables threads, pivot table leads to pivoting-columns threads, etc.)
My first iteration of the report uses 2 tables, one for projects and one for tasks - with slicer such that when a project is selected in top table, it only shows that project's tasks in second table.
Ideally looking for visual with expandable/collapsable rows for the projects, thus you can expand selected project to see tasks for each project.
This would allow my users to easily expand all and export data if they would like.
The data input is a company-developed custom webpage, which is being stored in SQL database to be used for analytics.
What I am looking for:
| Project ID | Project Name | Short Description | Start Date | Target Date | Lead Name | |
1 | Project A | Problem A | 8/1/2023 | 8/30/2023 | John, Doe | |
| | Task | Task Due | Person Responsible | Task Complete Date | Task Comments | Task Delinquent |
| | Determine Cost | 8/6/2023 | John, Doe | 8/6/2023 | Done | False |
| | Determine Timeline | 8/12/2023 | John, Doe | | | True |
| | Determine People | 8/16/2023 | Steve, Jobs | | | False |
| 2 | Project B | Problem B | 7/1/2023 | 9/1/2023 | Jane, Doe | |
| 3 | Project C | Problem C | 6/1/2023 | 6/30/2023 | Bob, Smith | |
| | Task | Task Due | Person Responsible | Task Complete Date | Task Comments | Task Delinquent |
| | Determine Cost | 6/6/2023 | John, Doe | 6/5/2023 | Comment 1 | False |
My Data:
2 tables - 1 project scope, and 1 is task scope
I can join tables such that we have all project/task columns in a single table with null values for columns not applicable to each row
Or I can query such that each Project row has a column for Tasks, containing the nested table for that Project's tasks.
Table 1 is for project scope - ID, name, description, project start/end, lead person, etc. for the PROJECT
| Project ID | Project Name | Short Description | Start Date | Target Date | Lead Name |
| 1 | Project A | Problem A | 8/1/2023 | 8/30/2023 | John, Doe |
| 2 | Project B | Problem B | 7/1/2023 | 9/1/2023 | Jane, Doe |
| 3 | Project C | Problem C | 6/1/2023 | 6/30/2023 | Bob, Smith |
| 4 | Project D | Problem D | 5/1/2023 | 5/28/2023 | Bill, Gates |
Table 2 is for tasks for each project - ID, Name, description, start/end, comments, person responsible etc. for the TASK
| Project ID | Task ID | Task | Task Due | Person Responsible | Task Complete Date | Task Comments |
| 1 | 1 | Determine Cost | 8/6/2023 | John, Doe | 8/6/2023 | Done |
| 1 | 2 | Determine Timeline | 8/12/2023 | John, Doe | | |
| 1 | 3 | Determine People | 8/16/2023 | Steve, Jobs | | |
| 1 | 4 | Implement | 8/30/2023 | | | |
| 2 | 1 | Determine Cost | 7/6/2023 | John, Doe | 7/5/2023 | None |
| 2 | 2 | Determine Timeline | 7/12/2023 | John, Doe | 7/13/2023 | Done |
| 2 | 3 | Determine People | 7/16/2023 | Steve, Jobs | 7/16/2023 | |
| 2 | 4 | Implement | 9/1/2023 | Bill, Gates | | |
| 3 | 1 | Determine Cost | 6/6/2023 | John, Doe | 6/5/2023 | Comment |
