Parent Project and children Tasks

FrankOrtz

Hello,

I am trying to create a dashboard in Power BI which contains a project portfolio report and a task overview report. Therefore, I need to differentiate between parents (project) and children (tasks) from my source sheet. I'm doing this by creating a grid that contains just the parent rows and another grid that contains just tasks rows. I'm thinking on this as a relational database.

A project in the source sheet looks like this:

I'm using INDEX formulation, but I'm not sure yet about how to reference parents and children so I can get what I need in each new grid I mentioned before.

Does someone have any suggestion? I'll appreciate it.

Thank you.

Chris Mondeau

Hi @FrankOrtz ,

You might be able to use the parent() function that references your task column and apply it as a column formula:

This will put the parent level task for any children for every row. If the row is a parent level without any ancestors, then the value would be blank, or you can modify the formula to set it equal to itself.

Hope that helps!

Chris Mondeau

Hi @FrankOrtz ,

You might be able to use the parent() function that references your task column and apply it as a column formula:

This will put the parent level task for any children for every row. If the row is a parent level without any ancestors, then the value would be blank, or you can modify the formula to set it equal to itself.

Hope that helps!

FrankOrtz

Hello @Chris Mondeau,

Thank you for your suggestion. That's a simple solution which I used as an input to the INDEX() functions. Everything is working as expected.

Thank you again!