Reporting Review Tasks by User in Power BI

[kevinthickett]

Hi all,
If a review step is allocated to a role rather than a person. The associated task has a blank account ID associated with it, and it's task is listed as unclaimed.  It only puts an account ID against the task after the task has been claimed (read started) by that user. I've overridden the blank account ID to report a username "unclaimed" to get the below table.
But.
I want to report which users need to log into BIM360 and review/action the unclaimed tasks.
Is there a way I can do that?
Looking at the 168 .csv file I get from the data connector export, I cant see a way of drawing out that information.

[Yoshiyuki_Miyauchi]

@kevinthickett 

In other words, do you want to see on the dashboard who has not seen which reviews?

[MachielAEC]

Based on what you are saying here, haven’t looked at the data yet, then I guess no. If there is no code (user or group) and the cell is blank it will make it difficult to ‘find’ that data.

i normally run my reviews with people names (very specific).

what I could suggest, if field is empty, then I would try and incorporate in the Review name who it goes to or a key name that I could build my own rules in PowerBi to create fields with group names (custom volumn with IF statements)

[kevinthickett]

Yeah, that's an ongoing internal discussion atm. Should we allocate reviews to teams or individuals?
It's complex because we have teams of specialists in things like signaling who must review the design so it goes to multiple teams. Allocating all the members for each review is quite onerous. One option is to allocate to team leads or review leads instead - the downside being that the actual reviewer might be working outside of the review workflow.

[MachielAEC]

Have you tried to build a matrix of who's who in under each specialisation and on which projects so that you can match the role, by the project to a member (a key basically) so when you run PowerBi you can have those matrix be built on who needs to review (will still give you group info) but more insight on what is happening and where it is and for further investigation, you can log in to investigate further?

[kevinthickett]

I like your thinking. If the signaling team (for example) has 5 outstanding reviews on project x, we can follow up with the team lead/lead reviewer regardless of the actual individual who should do the review.
We do have a separate pbix for user management, I'll see what we can bring together.
(may stretch my very amateur power bi skills a bit, but that's a good thing)