Goals Reporting - Linking a Goal to a Subgoal (or a Sub-Sub-Goal...)

[Anonymous]

I've just started working with Goals and have a requirement to summarise some of the goal progress in a report for ease of use.

Within the goals framework I have two overarching goals.  One of them has six sub-sections (subgoals) and within those there are a number of subsequent subgoals (and sometimes a further subgoal under that).  So typically it looks like this:

• Main Goal (Effectively a "master heading" goal).  E.g. Implement BI Goals by 2023 (ID 1, for example)
  • Subgoal under this.  E.g. Prepare key objectives (ID 1-1, Parent ID 1)
    • Subgoal under this.  E.g. Identify 2022 milestones (ID 1-1-1, Parent ID 1-1)
      • (Possibly) subgoal under this.  E.g. Send user requirements by end of Q2 (ID1-1-1-1, Parent ID 1-1-1 etc)

My end user is looking to see at a glance which "major" goals aren't yet completed (example in red), and their associated notes.  So this means using a filter - probably a slicer - to identify the main goal, I've done that and it looks fine.

What I need to do next though is create an associated matrix of subgoals under that parent ID with their status/notes etc.  This is where I'm stuck - I'm unsure how to tell the matrix to reference the parent ID of the item selected in the slicer, and thus return the associated entries.  Since Goals is quite tightly locked down I can access the PBIX file but I can't edit relationships or see the data tables (everything is connected to the dataset, but nothing is held locally), which leaves me largely relying on DAX.

Has anyone managed to do anything similar with it yet?

(Largely useless) example file: https://www.dropbox.com/s/2remz46phv6d0c6/Example%20Scorecard.pbix?dl=0

[Anonymous]

Here's how it looks in the report screen with just the basic data:

Let's say I want to see what's outstanding for "Identify 2022 Milestones".  I would create a slicer for Name and filter down to that goal (Parent ID 74baf..._).  What I'd like to be able to do then is show the goals beneath that (i.e. which belong to Parent ID 74baf... - such as Prepare Key Objectives) in a matrix format.

[v-yanjiang-msft]

Hi @Anonymous ,

Unfortunately I have no access to your dataset.

Could you please provide more details about your sample? You can also show it in text. Sorry I'm not very clear about your struggled problem.

Best Regards,
Community Support Team _ kalyj