Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Backlog between Open Date & Closed Date

Hi all,

First off, I am brand new to Power BI (2 weeks), and I appreciate your patience and guidance. 

 

I have looked through some of the other posts here and I don't see my situation, so I thought I would post it and see where it goes.

Essentially, I have a data set below, that includes a Start Date and Closed Date. I want to calculate a rolling backlog every month until the Closed Date (Month).

 

For example:

December - 9

January - 5 (4 were closed in January)

February - 3 

March - 3

April - 2

 

Start DateClosed Date
12/21/20214/25/2022
12/17/20212/15/2022
12/17/20211/24/2022
12/17/20211/19/2022
12/16/2021 
12/15/20216/1/2022
12/13/20212/10/2022
12/13/20211/12/2022
12/10/20211/21/2022

 

Any help would be appreciated.

 

Thank you for your time!

 

  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi  Anonymous ,

    I created a sample pbix file(see attachment) for you, please check whether that is what you want. You can create a measure as below assume that there is a date dimension table in the model:

    Backlog =
    VAR _curdate =
        SELECTEDVALUE ( 'Date'[Date] )
    RETURN
        CALCULATE (
            DISTINCTCOUNT ( 'Table'[Ticket Number] ),
            FILTER (
                'Table',
                'Table'[Start Date] <= _curdate
                    && (
                        'Table'[Closed Date] > _curdate
                            || ISBLANK ( 'Table'[Closed Date] )
                    )
            )
        )

    In addition, you can refer the following links to get it.

    Getting a running total of current open Tickets

    CountOfOpenTicketsParamMeasure =
    IF ( MAX ( 'Date'[Date]) <= MAX(Ticket[Opened] ),
    COUNTROWS (
        FILTER (
            Ticket,
            Ticket[Opened] <= MAX('Date'[Date])  &&
                ( Ticket[Closed] > MAX('Date'[Date]) || ISBLANK( Ticket[Closed] ))
            )
    )
    )

    Backlog- count a ticket in each month it is not solved

    If the above one can't help you get the desired result, please provide more sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

    How to upload PBI in Community

    Best Regards

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi  Anonymous ,

    I created a sample pbix file(see attachment) for you, please check whether that is what you want. You can create a measure as below assume that there is a date dimension table in the model:

    Backlog =
    VAR _curdate =
        SELECTEDVALUE ( 'Date'[Date] )
    RETURN
        CALCULATE (
            DISTINCTCOUNT ( 'Table'[Ticket Number] ),
            FILTER (
                'Table',
                'Table'[Start Date] <= _curdate
                    && (
                        'Table'[Closed Date] > _curdate
                            || ISBLANK ( 'Table'[Closed Date] )
                    )
            )
        )

    In addition, you can refer the following links to get it.

    Getting a running total of current open Tickets

    CountOfOpenTicketsParamMeasure =
    IF ( MAX ( 'Date'[Date]) <= MAX(Ticket[Opened] ),
    COUNTROWS (
        FILTER (
            Ticket,
            Ticket[Opened] <= MAX('Date'[Date])  &&
                ( Ticket[Closed] > MAX('Date'[Date]) || ISBLANK( Ticket[Closed] ))
            )
    )
    )

    Backlog- count a ticket in each month it is not solved

    If the above one can't help you get the desired result, please provide more sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

    How to upload PBI in Community

    Best Regards

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thank you very much

       

    • StoryofData's avatar
      StoryofData
      Icon for Helper III rankHelper III

      Could you please tell me, how I can aggregate this up to be on a monthly level rather than daily?

  • Anonymous's avatar
    Anonymous
    Not applicable
    Ticket NumberStart DatePrioritized DateClosed Date
    CDEX-9643612/21/20211/7/20224/25/2022
    CDEX-9587612/17/202112/28/20212/15/2022
    CDEX-9586712/17/2021 1/24/2022
    CDEX-9582112/17/2021 1/19/2022
    CDEX-9561412/16/202112/17/2021 
    CDEX-9524012/15/202112/17/20216/1/2022
    CDEX-9468512/13/202112/13/20212/10/2022
    CDEX-9468112/13/2021 1/12/2022
    CDEX-9420512/10/202112/13/20211/21/2022