This file share contains (some of) the files I use during the video’s. It also includes a separate file share that subscribers can access. The YouTube channel newsletter focuses on the content provided on the YouTube channel. Both newsletters contain more information on what has been published on TPC. And there’s another newsletter specifically for the YouTube channel. Sharing is caringĪs most of the frequent readers already know, I have a newsletter. So if that’s something that you like to know more about head on over there and subscribe to the feed because I’m sure to bring more reporting magic to the channel regularly. There’s more to be found on the channel, I like to tweak with reporting in Project Online and Project Pro a lot. At the top of the blog post I included a embedded link, if that doesn’t work for some reason head over to the channel and find it there. In the video I share the steps to create the risk matrix. If you don’t do this, the sorting will be alphabetical and will show up as Amber Green Red… not very useful :-). In order to get the Red, Amber, Green sorted correctly you will need to use the Order ID columns previously created. You can also add it as a chicklet slicer. So let’s use one of those and add it to a normal slicer. We previously created the columns 9GridColor and 25GridColor, to show this data. One of these is the severity slicer, where you would like to only look for risks that are in a color section of the matrix. Now we created the grid for the risk matrix and we populated it with all its values. When all 25 or 9 cells are properly populated you have a fully functional risk matrix :-)! Finishing touches to our risk matrix For example: low probability = 1 and low impact = 1, so the grid cell value is 1-1. There should also be a visual filter that is equal to the grid location. RiskCount = if(COUNTROWS(Risks)=BLANK(),0,COUNTROWS(Risks)) This is a new measure that you need to create by using this formula: The value you are going to measure is the Riskcount. Make sure the card is the same size as that grid cell and move it on top of that visual. Once you have these set up you will create a “card” visual for each grid cell. The easiest way to create this matrix without using professional image tools, is PowerPoint in my opinion. You can use the default risks pages or create a new page. The feed now contains Grid values, severity values and order IDs. When this is done the Query settings on the right should look like this: #"25GridOrderID" = Table.AddColumn(#"9GridOrderID", "25GridOrderID", each if = "Red" then 1 else if = "Amber" then 2 else 3) #"9GridOrderID" = Table.AddColumn(#"Changed Type1", "9GridOrderID", each if = "Red" then 1 else if = "Amber" then 2 else 3), #"Changed Type" = Table.TransformColumnTypes(#"Added Impact25Grid",), #"Added Impact25Grid" = Table.AddColumn(#"Added Probability25Grid", "Impact25Grid", each if >= 9 then 5 else if >= 7 then 4 else if >= 5 then 3 else if >= 3 then 2 else 1), #"Added Probability25Grid" = Table.AddColumn(#"Added Impact9Grid", "Probability25Grid", each if >= 0.81 then 5 else if >= 0.61 then 4 else if >= 0.41 then 3 else if >= 0.21 then 2 else 1), #"Added Impact9Grid" = Table.AddColumn(#"Added Probability9Grid", "Impact9Grid", each if >= 7 then 3 else if >= 4 then 2 else 1), We can add the values to the feed by adding the below text to the Risk feed: #"Added Probability9Grid" = Table.AddColumn(#"Renamed Columns", "Probability9Grid", each if >= 0.67 then 3 else if >= 0.33 then 2 else 1), Depending on your organizations needs you can choose to use either the 9grid values or 25grid values. In the video I shared two grids, one based on 9 cells, the other has 25. In order to create a risk matrix we need to define the locations on the grid for each risk in the lists. The default risk feed contains only the fields that are available in the default risk form on the SharePoint project (sub) site. Let’s dive into the actions that are shown on the video. You can find more about this content pack here. In this video I share a “easy” method to create a risk matrix report for Project Online.Ī prerequisite for this is the Power BI content pack for Project Online. This article is a support article to the video I created recently. Welcome to a first mixed effort for The Project Corner! You might already know I have a YouTube channel, in it I share how to guides and reporting magic.
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