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powerbiexpert22's avatar
powerbiexpert22
Impactful Individual
2 months ago
Solved

dynamic insights

i need to show below lines dynamically in power bi report , each line represent particular project status whether it has reached milestone or lagging behind milestone along with % of enrollment in comparison with planned enrollments, the number of lines ( or projects) may vary based on data , how to acheive this in power bi?

 

 

  • Copilot might be able to do this. The Narrative visual can also be used but not very easy to work with. Other than that you will need to create a measure or a column or a combination of both to achieve this.  This is just a very simple example:

    Project Narrative =
    VAR ProjectName = [Project A]
    VAR Status = [Delayed Status]
    VAR MissedMilestones = [Milestones Behind]
    VAR Progress = [Enrollment %]
    
    RETURN
    ProjectName & 
    " (" & Status & ") - " & 
    MissedMilestones & " milestone(s) behind schedule; enrolling at " & 
    FORMAT(Progress, "0%") & " of plan"
  • powerbiexpert22 
    Yes you can create this by adding calculated column & before that you must have KPI measure bases on current enrolment vs Planned Enrollments and you have to add condition in the column such as,

    For an example if you want something like:

    Project A – On Track – 85% enrolled vs 80% planned

    Project B – Behind Schedule – 60% enrolled vs 75% planned

    Project C – Milestone Reached – 100% enrolled vs 100% planned

    and the number of projects changes automatically based on the data.

    Project Status =

    SWITCH(
        TRUE(),
        [Enrollment %] >= [Planned %], "Milestone Reached",
        [Enrollment %] >= [Planned %] * 0.9, "On Track",
        "Behind Schedule"
    )
    Then create a measure for the narrative:

    Project Summary =
    SELECTEDVALUE(Projects[Project Name])
        & " - "
        & [Project Status]
        & " - "
        & FORMAT([Enrollment %], "0%")
        & " enrolled vs "
        & FORMAT([Planned %], "0%")
        & " planned"

    Add this measure to a Table Visual.

    The table will itself show one row per project and expand/contract as projects status changes.

    If this helps, ✓ Mark as Kudos | Help Others

4 Replies

  • Copilot might be able to do this. The Narrative visual can also be used but not very easy to work with. Other than that you will need to create a measure or a column or a combination of both to achieve this.  This is just a very simple example:

    Project Narrative =
    VAR ProjectName = [Project A]
    VAR Status = [Delayed Status]
    VAR MissedMilestones = [Milestones Behind]
    VAR Progress = [Enrollment %]
    
    RETURN
    ProjectName & 
    " (" & Status & ") - " & 
    MissedMilestones & " milestone(s) behind schedule; enrolling at " & 
    FORMAT(Progress, "0%") & " of plan"
  • powerbiexpert22 
    Yes you can create this by adding calculated column & before that you must have KPI measure bases on current enrolment vs Planned Enrollments and you have to add condition in the column such as,

    For an example if you want something like:

    Project A – On Track – 85% enrolled vs 80% planned

    Project B – Behind Schedule – 60% enrolled vs 75% planned

    Project C – Milestone Reached – 100% enrolled vs 100% planned

    and the number of projects changes automatically based on the data.

    Project Status =

    SWITCH(
        TRUE(),
        [Enrollment %] >= [Planned %], "Milestone Reached",
        [Enrollment %] >= [Planned %] * 0.9, "On Track",
        "Behind Schedule"
    )
    Then create a measure for the narrative:

    Project Summary =
    SELECTEDVALUE(Projects[Project Name])
        & " - "
        & [Project Status]
        & " - "
        & FORMAT([Enrollment %], "0%")
        & " enrolled vs "
        & FORMAT([Planned %], "0%")
        & " planned"

    Add this measure to a Table Visual.

    The table will itself show one row per project and expand/contract as projects status changes.

    If this helps, ✓ Mark as Kudos | Help Others

  • Hi powerbiexpert22

    Thank you for reaching out to the Microsoft Fabric Community Forum. Also, thanks to Murtaza_Ghafoordanextian,  for those inputs on this thread.

    Has your issue been resolved? If the response provided by the community member Murtaza_Ghafoordanextian,  addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.

    Hope this helps clarify things and let me know what you find after giving these steps a try happy to help you investigate this further.

    Thank you for using the Microsoft Community Forum.

    • v-kpoloju-msft's avatar
      v-kpoloju-msft
      Community Support

      Hi powerbiexpert22

      Just wanted to follow up. If the shared guidance worked for you, that’s wonderful hopefully it also helps others looking for similar answers. If there’s anything else you'd like to explore or clarify, don’t hesitate to reach out.

      Thank you.