{"id":1371991,"date":"2022-04-26T09:42:10","date_gmt":"2022-04-26T09:42:10","guid":{"rendered":"https:\/\/www.collaboris.com\/?p=1371991"},"modified":"2024-02-20T00:35:57","modified_gmt":"2024-02-20T00:35:57","slug":"summarizing-docread-tasks-in-power-bi","status":"publish","type":"post","link":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/","title":{"rendered":"Summarizing DocRead tasks in Power BI"},"content":{"rendered":"<h1>Summarizing DocRead Task Information in Power BI<\/h1>\n<p>All of the DocRead task data is stored in a SQL database, meaning that it is available for further analysis and reporting with Power BI.<\/p>\n<p>Here&#8217;s how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI. The end result will look like this:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"summary of tasks matrix report\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/summary-of-tasks-matrix-report.jpg?_t=1649947745\" alt=\"overview of the report\" width=\"567\" height=\"243\" data-id=\"1371997\" data-init-width=\"567\" data-init-height=\"243\" data-link-wrap=\"true\" data-width=\"567\" data-height=\"243\" \/><\/p>\n<p>All items assigned by DocRead will be listed and the total number of Assigned, Completed and Overdue tasks shown.<\/p>\n<p>If you click on the &#8216;+&#8217; symbol by the policy name, you can drill down to see more detail. In this case, only the First Aider has completed the task, all five Warehouse employees have overdue tasks.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"summary of tasks matrix drill down\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/summary-of-tasks-matrix-drill-down.jpg?_t=1649947924\" alt=\"picture showing the drill down options available\" width=\"575\" height=\"167\" data-id=\"1371998\" data-init-width=\"575\" data-init-height=\"167\" data-link-wrap=\"true\" data-width=\"575\" data-height=\"167\" \/><\/p>\n<h3>Create a new field in your DocRead database to show the &#8220;Real Status&#8221; of DocRead tasks.<\/h3>\n<p>There are two information fields that need to be combined to work out the status of DocRead tasks:<\/p>\n<p>1) The<strong> Status<\/strong> field. This is a text field and can either be &#8220;assigned&#8221; or &#8220;completed&#8221; and<\/p>\n<p>2) The <strong>Task overdue<\/strong> field. This is a boolean field which is calculated from the due date of the task. It can either be &#8220;True&#8221; (i.e. overdue because the due date was in the past) or &#8220;False&#8221; (because the due date had not arrived).<\/p>\n<p>Ideally I don&#8217;t want a completed task to be considered overdue. Only assigned (but not completed) tasks that have passed the due date need to be chased. Please refer to <a style=\"outline: none;\" href=\"https:\/\/www.collaboris.com\/using-an-if-statement-in-power-bi-with-a-boolean-value\/\" target=\"_blank\" rel=\"noopener\">this post<\/a> to find out how to add and calculate a new field to use in this analysis.<\/p>\n<h3>Create a matrix report in Power BI<\/h3>\n<p>Add the matrix visualization into your Power BI report.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Matrix visualization\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/Matrix-visualization.jpg?_t=1649947436\" alt=\"image highlighting the matrix vizualisation\" width=\"183\" height=\"305\" data-id=\"1371996\" data-init-width=\"183\" data-init-height=\"305\" data-link-wrap=\"true\" data-width=\"183\" data-height=\"305\" \/><\/p>\n<p>You then need to select the fields that you want to see in the matrix. This can be achieved bydragging and dropping them into the relevant section as shown below.<\/p>\n<p>For the rows in this report I used DocumentName and Audience name.<\/p>\n<p>I wanted to see the &#8220;RealStatus&#8221; of tasks as columns. This is the field created by following <a style=\"outline: none;\" href=\"https:\/\/www.collaboris.com\/using-an-if-statement-in-power-bi-with-a-boolean-value\/\" target=\"_blank\" rel=\"noopener\">the post above<\/a>.<\/p>\n<p>I used the RealStatus field to provide the values for my report.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"fields used for matrix\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/fields-used-for-matrix.jpg?_t=1649948314\" alt=\"Fields used for the matrix report\" width=\"181\" height=\"236\" data-id=\"1372001\" data-init-width=\"181\" data-init-height=\"236\" data-link-wrap=\"true\" data-width=\"181\" data-height=\"236\" \/><\/p>\n<p>To show the RealValues as a meaningful number, select the down arrow and select &#8216;count&#8217; as shown. This will count all of the tasks for a document with that status.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"select count of realstatus\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/select-count-of-realstatus.jpg?_t=1649948444\" alt=\"\" width=\"362\" height=\"337\" data-id=\"1372003\" data-init-width=\"362\" data-init-height=\"337\" data-link-wrap=\"true\" data-width=\"362\" data-height=\"337\" \/><\/p>\n<h3>Adding a Slicer<\/h3>\n<p>It is also easy to add a slicer to this Power BI report to only show the tasks associated with a specific audience.<\/p>\n<p>Before adding the slicer, make sure you do not have anything selected on your Power BI report. Then select the Slicer visualization as shown below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Slicer visualization\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/Slicer-visualization.jpg?_t=1649950689\" alt=\"picture highlighting the slicer visualization\" width=\"180\" height=\"305\" data-id=\"1372010\" data-init-width=\"180\" data-init-height=\"305\" data-link-wrap=\"true\" data-width=\"180\" data-height=\"305\" \/><\/p>\n<p>Drag and drop the &#8220;AudienceName&#8221; field into the slicer.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"field used for slicer\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/field-used-for-slicer.jpg?_t=1649950944\" alt=\"picture showing the field used for the slicer\" width=\"186\" height=\"191\" data-id=\"1372012\" data-init-width=\"186\" data-init-height=\"191\" data-link-wrap=\"true\" data-width=\"186\" data-height=\"191\" \/><\/p>\n<p>Notice that the details in your Matrix report change based on the options you have selected in your slicer.<\/p>\n<p>You can change the format of the slicer by selecting the &#8220;paintbrush&#8221; icon as shown below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"slicer heading\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/slicer-heading.jpg?_t=1649952149\" alt=\"picture showing how to change the slicer heading\" width=\"184\" height=\"359\" data-id=\"1372016\" data-init-width=\"184\" data-init-height=\"359\" data-link-wrap=\"true\" data-width=\"184\" data-height=\"359\" \/><\/p>\n<p>I turned on the Slicer header and entered &#8220;Select Audience&#8221; to use in my visualization.<\/p>\n<h3>Add other visualizations as required<\/h3>\n<h4>Treemap<\/h4>\n<p>I also added a Treemap to visualize the status of the DocRead tasks. This displays the number of tasks in different sized boxes. The greater the number of tasks (relative to the other options) the larger the box.<\/p>\n<p>Again, before adding the treemap, make sure you do not have anything selected on your Power BI report. Then select the Treemap visualization as shown below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"treemap visualization\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/treemap-visualization.jpg?_t=1649951359\" alt=\"picture highlighting the treemap icon\" width=\"181\" height=\"310\" data-id=\"1372014\" data-init-width=\"181\" data-init-height=\"310\" data-link-wrap=\"true\" data-width=\"181\" data-height=\"310\" \/><\/p>\n<p>Drag the &#8220;RealStatus&#8221; field into the Group and also use it as the Value. Amend the value to show the &#8216;Count of&#8217; as before. Your selection should appear as below.<\/p>\n<p><a href=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/fields-used-for-treemap.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" title=\"fields used for treemap\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/fields-used-for-treemap.jpg?_t=1649951448\" alt=\"picture showing the fields used for the treemap visualization\" width=\"182\" height=\"201\" data-id=\"1372015\" data-init-width=\"182\" data-init-height=\"201\" data-link-wrap=\"true\" data-width=\"182\" data-height=\"201\" \/><\/a><\/p>\n<p>My final report looked like this (I know &#8211; it could be prettier, design is not one of my strengths!)<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"final matrix report\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/final-matrix-report.jpg?_t=1649952369\" alt=\"\" width=\"799\" height=\"450\" data-id=\"1372017\" data-init-width=\"1227\" data-init-height=\"691\" data-link-wrap=\"true\" data-width=\"799\" data-height=\"450\" \/><\/p>\n<p>Once you have the basic information in your visualization, you can easily change its style by selecting another visualization. You need to click on the visualization you want to replace and ensure that it is outlined in grey and highlighted in the visualizations pane first e.g.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"selected visualization\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/selected-visualization.jpg?_t=1650541315\" alt=\"image highlighting the treemap visualization\" width=\"775\" height=\"395\" data-id=\"1372064\" data-init-width=\"775\" data-init-height=\"395\" data-link-wrap=\"true\" data-width=\"775\" data-height=\"395\" \/><\/p>\n<p>Then select the visualization you would rather use.<\/p>\n<h4>Donut chart<\/h4>\n<p>Without changing the fields, changing the visualization to a donut chart looks like this&#8230;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"donutchart\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/donutchart.jpg?_t=1650541522\" alt=\"image highlighting the donut chart visualization\" width=\"758\" height=\"382\" data-id=\"1372065\" data-init-width=\"758\" data-init-height=\"382\" data-link-wrap=\"true\" data-width=\"758\" data-height=\"382\" \/><\/p>\n<p>To add a legend to the chart, select the &#8216;paint roller&#8217; and use the toggle button to turn the Legend on. Then position it wherever you prefer using the drop down options.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"adding a legend to the visualization\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/adding-a-legend-to-the-visualization.jpg?_t=1650542354\" alt=\"image highlighting the formatting options\" width=\"757\" height=\"443\" data-id=\"1372071\" data-init-width=\"757\" data-init-height=\"443\" data-link-wrap=\"true\" data-width=\"757\" data-height=\"443\" \/><\/p>\n<h4>Stacked Column Chart<\/h4>\n<p>Again, without changing the fields, changing the visualization to a stacked bar chart looks like this&#8230;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"stacked column chart\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/04\/stacked-column-chart.jpg?_t=1650541816\" alt=\"image highlighting the stacked column chart visualization\" width=\"755\" height=\"374\" data-id=\"1372068\" data-init-width=\"755\" data-init-height=\"374\" data-link-wrap=\"true\" data-width=\"755\" data-height=\"374\" \/><\/p>\n<p>Notice how the visualizations change when using the slicer to select specific audiences or group.<\/p>\n<p>I hope you&#8217;ve found this useful and have fun making your own reports in Power BI<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Summarizing DocRead Task Information in Power BI All of the DocRead task data is stored in a SQL database, meaning that it is available for further analysis and reporting with Power BI. Here&#8217;s how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI. The end result [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":1376827,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"categories":[1,23,10,42],"tags":[],"class_list":["post-1371991","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-docread","category-docread-kb","category-knowledgebase","category-power-bi"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.9 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Summarizing DocRead tasks in Power BI - Collaboris<\/title>\n<meta name=\"description\" content=\"Here&#039;s how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Summarizing DocRead tasks in Power BI\" \/>\n<meta property=\"og:description\" content=\"Here&#039;s how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/\" \/>\n<meta property=\"og:site_name\" content=\"Collaboris\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Collaboris\/\" \/>\n<meta property=\"article:published_time\" content=\"2022-04-26T09:42:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-02-20T00:35:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1080\" \/>\n\t<meta property=\"og:image:height\" content=\"375\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Helen Jones\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@helen.jones@collaboris.co.uk\" \/>\n<meta name=\"twitter:site\" content=\"@Collaboris\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Helen Jones\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/\"},\"author\":{\"name\":\"Helen Jones\",\"@id\":\"https:\/\/www.collaboris.com\/#\/schema\/person\/df8a602d5db57fce86940a1aa6385aef\"},\"headline\":\"Summarizing DocRead tasks in Power BI\",\"datePublished\":\"2022-04-26T09:42:10+00:00\",\"dateModified\":\"2024-02-20T00:35:57+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/\"},\"wordCount\":768,\"publisher\":{\"@id\":\"https:\/\/www.collaboris.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png\",\"articleSection\":[\"DocRead\",\"DocRead Kb\",\"Knowledgebase\",\"Power BI\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/\",\"url\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/\",\"name\":\"Summarizing DocRead tasks in Power BI - Collaboris\",\"isPartOf\":{\"@id\":\"https:\/\/www.collaboris.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png\",\"datePublished\":\"2022-04-26T09:42:10+00:00\",\"dateModified\":\"2024-02-20T00:35:57+00:00\",\"description\":\"Here's how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#primaryimage\",\"url\":\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png\",\"contentUrl\":\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png\",\"width\":1080,\"height\":375},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.collaboris.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Summarizing DocRead tasks in Power BI\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.collaboris.com\/#website\",\"url\":\"https:\/\/www.collaboris.com\/\",\"name\":\"Collaboris\",\"description\":\"We make compliance simple\",\"publisher\":{\"@id\":\"https:\/\/www.collaboris.com\/#organization\"},\"alternateName\":\"DocRead\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.collaboris.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.collaboris.com\/#organization\",\"name\":\"Collaboris\",\"alternateName\":\"DocRead\",\"url\":\"https:\/\/www.collaboris.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.collaboris.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/05\/collaboris_logo_small.png\",\"contentUrl\":\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/05\/collaboris_logo_small.png\",\"width\":150,\"height\":40,\"caption\":\"Collaboris\"},\"image\":{\"@id\":\"https:\/\/www.collaboris.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/Collaboris\/\",\"https:\/\/x.com\/Collaboris\",\"https:\/\/www.linkedin.com\/company\/collaboris\"],\"description\":\"Collaboris is a Software company that created a policy management tool called DocRead.\",\"email\":\"info@collaboris.com\",\"telephone\":\"02079935140\",\"legalName\":\"Collaboris Ltd\",\"foundingDate\":\"2007-12-03\",\"vatID\":\"GB928895360\",\"numberOfEmployees\":{\"@type\":\"QuantitativeValue\",\"minValue\":\"1\",\"maxValue\":\"10\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.collaboris.com\/#\/schema\/person\/df8a602d5db57fce86940a1aa6385aef\",\"name\":\"Helen Jones\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.collaboris.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/cb6011a4dfb291a2bb0e30fb70581537bb77c6e70a1c8e887e16ae98fc5b518d?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/cb6011a4dfb291a2bb0e30fb70581537bb77c6e70a1c8e887e16ae98fc5b518d?s=96&d=mm&r=g\",\"caption\":\"Helen Jones\"},\"sameAs\":[\"https:\/\/x.com\/helen.jones@collaboris.co.uk\"],\"url\":\"https:\/\/www.collaboris.com\/author\/helen-jones\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Summarizing DocRead tasks in Power BI - Collaboris","description":"Here's how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/","og_locale":"en_GB","og_type":"article","og_title":"Summarizing DocRead tasks in Power BI","og_description":"Here's how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI.","og_url":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/","og_site_name":"Collaboris","article_publisher":"https:\/\/www.facebook.com\/Collaboris\/","article_published_time":"2022-04-26T09:42:10+00:00","article_modified_time":"2024-02-20T00:35:57+00:00","og_image":[{"width":1080,"height":375,"url":"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png","type":"image\/png"}],"author":"Helen Jones","twitter_card":"summary_large_image","twitter_creator":"@helen.jones@collaboris.co.uk","twitter_site":"@Collaboris","twitter_misc":{"Written by":"Helen Jones","Estimated reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#article","isPartOf":{"@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/"},"author":{"name":"Helen Jones","@id":"https:\/\/www.collaboris.com\/#\/schema\/person\/df8a602d5db57fce86940a1aa6385aef"},"headline":"Summarizing DocRead tasks in Power BI","datePublished":"2022-04-26T09:42:10+00:00","dateModified":"2024-02-20T00:35:57+00:00","mainEntityOfPage":{"@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/"},"wordCount":768,"publisher":{"@id":"https:\/\/www.collaboris.com\/#organization"},"image":{"@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#primaryimage"},"thumbnailUrl":"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png","articleSection":["DocRead","DocRead Kb","Knowledgebase","Power BI"],"inLanguage":"en-GB"},{"@type":"WebPage","@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/","url":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/","name":"Summarizing DocRead tasks in Power BI - Collaboris","isPartOf":{"@id":"https:\/\/www.collaboris.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#primaryimage"},"image":{"@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#primaryimage"},"thumbnailUrl":"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png","datePublished":"2022-04-26T09:42:10+00:00","dateModified":"2024-02-20T00:35:57+00:00","description":"Here's how to create a summary of all DocRead tasks showing the reading status (assigned, completed, overdue) in Power BI.","breadcrumb":{"@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#primaryimage","url":"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png","contentUrl":"https:\/\/www.collaboris.com\/wp-content\/uploads\/2022\/05\/PowerBI.png","width":1080,"height":375},{"@type":"BreadcrumbList","@id":"https:\/\/www.collaboris.com\/summarizing-docread-tasks-in-power-bi\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.collaboris.com\/"},{"@type":"ListItem","position":2,"name":"Summarizing DocRead tasks in Power BI"}]},{"@type":"WebSite","@id":"https:\/\/www.collaboris.com\/#website","url":"https:\/\/www.collaboris.com\/","name":"Collaboris","description":"We make compliance simple","publisher":{"@id":"https:\/\/www.collaboris.com\/#organization"},"alternateName":"DocRead","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.collaboris.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/www.collaboris.com\/#organization","name":"Collaboris","alternateName":"DocRead","url":"https:\/\/www.collaboris.com\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.collaboris.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/05\/collaboris_logo_small.png","contentUrl":"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/05\/collaboris_logo_small.png","width":150,"height":40,"caption":"Collaboris"},"image":{"@id":"https:\/\/www.collaboris.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/Collaboris\/","https:\/\/x.com\/Collaboris","https:\/\/www.linkedin.com\/company\/collaboris"],"description":"Collaboris is a Software company that created a policy management tool called DocRead.","email":"info@collaboris.com","telephone":"02079935140","legalName":"Collaboris Ltd","foundingDate":"2007-12-03","vatID":"GB928895360","numberOfEmployees":{"@type":"QuantitativeValue","minValue":"1","maxValue":"10"}},{"@type":"Person","@id":"https:\/\/www.collaboris.com\/#\/schema\/person\/df8a602d5db57fce86940a1aa6385aef","name":"Helen Jones","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.collaboris.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/cb6011a4dfb291a2bb0e30fb70581537bb77c6e70a1c8e887e16ae98fc5b518d?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/cb6011a4dfb291a2bb0e30fb70581537bb77c6e70a1c8e887e16ae98fc5b518d?s=96&d=mm&r=g","caption":"Helen Jones"},"sameAs":["https:\/\/x.com\/helen.jones@collaboris.co.uk"],"url":"https:\/\/www.collaboris.com\/author\/helen-jones\/"}]}},"modified_by":"Hugo Esperanca","_links":{"self":[{"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/posts\/1371991","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/comments?post=1371991"}],"version-history":[{"count":26,"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/posts\/1371991\/revisions"}],"predecessor-version":[{"id":1376892,"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/posts\/1371991\/revisions\/1376892"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/media\/1376827"}],"wp:attachment":[{"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/media?parent=1371991"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/categories?post=1371991"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.collaboris.com\/wp-json\/wp\/v2\/tags?post=1371991"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}