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Project Management Dashboard - Project Summary Information

Boris Kovalev

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March 19, 2024

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March 19, 2024 - 5:21 am

Hello,

I need your help.

I'm creating a Project Management Dashboard (based on a Mynda Excel from Learning Computer Science | Brilliant.org - Build Skills in Math, Data, and Computer Science (youtube.com)

Learning Computer Science | Brilliant.org - Build Skills in Math, Data, and Computer Science (youtube.com)

I'm seeing all relevant task information.

I would like to know how I can see the same information per milestone or project when I collapse all Milestones/Projects (or one project).

I mean.

Thanks.

See Answer

Catalin Bombea

Iasi, Romania

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March 20, 2024 - 2:10 pm

Hi Boris,
When you collapse a field, only fields from Values section of the pivot table will be aggregated according to your settings (Sum, Average).

Not those fields from Rows/Columns sections of the pivot table. In your image, they all look like Rows section fields. (only those have a column filter)

Boris Kovalev

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March 21, 2024 - 11:37 pm

Hi Catalin,

Thank you for the answer.

How can I add the Sum of from Values sections?

Catalin Bombea

Iasi, Romania

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March 22, 2024 - 3:36 pm

Hi Boris,

Move the fields that should be aggregated from Rows section to Values section, as in the image attached:

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image_2024-03-22_073611130.png (29 KB)

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Boris Kovalev

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March 25, 2024 - 6:08 pm

Thank you Catalin.

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