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Roger_M's avatar
Roger_M
Advocate I
1 year ago
Solved

Linear Visualization

Hello,

I have a linear vusualization to which I want curve 2 (navy blue) to indicate the standard progress needed to complete the project if all the pending tasks (254) were to be completed this year but I cannot get the curve to start in 2025 since none of the 254 tasks have been completed this year.  Curve 1 represents all the tasks so far completed in previous dates.  Could use some help to achieve this. I wish I could attach the simple spreadsheet containing the data 😞

 

 

  • Hi Roger_M ,

    Thanks for reaching out to the Microsoft fabric community forum.

     

    Load and Prepare Data

    You should have:
    - A Calendar table (with [Date], [Year], [Month], [Quarter])
    - A TaskData table with:
    - CompletionDate (task actual completion)
    - TaskID (or other task-level granularity)
    - A ProjectedProgress table with:
    - Date, ProjectedDaily, ProjectedCumulative, or ProjectedCumulativeMeasure

    Make sure there is a relationship between Calendar[Date] ↔ TaskData[CompletionDate] and Calendar[Date] ↔ ProjectedProgress[Date].

    Create Measures

    Actual Cumulative Tasks:

    CumulativeCompleted =
    CALCULATE (
    COUNTROWS ( 'TaskData' ),
    FILTER (
    ALL ( 'Calendar'[Date] ),
    'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
    )
    )

    Projected Cumulative Measure (if not already available):

    ProjectedCumulativeMeasure =
    CALCULATE (
    SUM ( 'ProjectedProgress'[ProjectedDaily] ),
    FILTER (
    ALL ( 'ProjectedProgress'[Date] ),
    'ProjectedProgress'[Date] <= MAX ( 'Calendar'[Date] )
    )
    )

    Build the Line Chart

    - Insert a Line Chart visual.
    - Drag Calendar[Date] to the X-axis (set it to continuous for a smooth timeline).
    - Drag the two measures:
    - CumulativeCompleted and
    - ProjectedCumulativeMeasure to Y-axis.

    Add Date Slicer

    - Add a slicer visual.
    - Use Calendar[Date].
    - Set slicer type to "Between" for range control.
    - Use the slicer to dynamically adjust the visible date range in the line chart.

    Customize the Chart

    - Go to the Format pane:
    - X-Axis: Set to Continuous.
    - Y-Axis: Enable Secondary Y-axis (if needed).
    - Data Colors: Use distinct colors to clearly differentiate Actual (e.g., Blue) and Projected (e.g., Navy or Green).
    - Title: Update to something meaningful like CumulativeCompleted and Projected by Date.

    Result:

    A dynamic line chart that clearly shows:
    - How much work has been actually completed
    - Where the team should be based on projections

    You can even toggle the date range using the slicer to focus on specific periods (weeks/months/quarters).

     

    Please Find below attached .pbix file for your reference.

    If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it

    Best Regards,
    Sreeteja.
    Community Support Team 

2 Replies

  • v-sshirivolu's avatar
    v-sshirivolu
    Community Support

    Hi Roger_M ,

    Thanks for reaching out to the Microsoft fabric community forum.

     

    Load and Prepare Data

    You should have:
    - A Calendar table (with [Date], [Year], [Month], [Quarter])
    - A TaskData table with:
    - CompletionDate (task actual completion)
    - TaskID (or other task-level granularity)
    - A ProjectedProgress table with:
    - Date, ProjectedDaily, ProjectedCumulative, or ProjectedCumulativeMeasure

    Make sure there is a relationship between Calendar[Date] ↔ TaskData[CompletionDate] and Calendar[Date] ↔ ProjectedProgress[Date].

    Create Measures

    Actual Cumulative Tasks:

    CumulativeCompleted =
    CALCULATE (
    COUNTROWS ( 'TaskData' ),
    FILTER (
    ALL ( 'Calendar'[Date] ),
    'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
    )
    )

    Projected Cumulative Measure (if not already available):

    ProjectedCumulativeMeasure =
    CALCULATE (
    SUM ( 'ProjectedProgress'[ProjectedDaily] ),
    FILTER (
    ALL ( 'ProjectedProgress'[Date] ),
    'ProjectedProgress'[Date] <= MAX ( 'Calendar'[Date] )
    )
    )

    Build the Line Chart

    - Insert a Line Chart visual.
    - Drag Calendar[Date] to the X-axis (set it to continuous for a smooth timeline).
    - Drag the two measures:
    - CumulativeCompleted and
    - ProjectedCumulativeMeasure to Y-axis.

    Add Date Slicer

    - Add a slicer visual.
    - Use Calendar[Date].
    - Set slicer type to "Between" for range control.
    - Use the slicer to dynamically adjust the visible date range in the line chart.

    Customize the Chart

    - Go to the Format pane:
    - X-Axis: Set to Continuous.
    - Y-Axis: Enable Secondary Y-axis (if needed).
    - Data Colors: Use distinct colors to clearly differentiate Actual (e.g., Blue) and Projected (e.g., Navy or Green).
    - Title: Update to something meaningful like CumulativeCompleted and Projected by Date.

    Result:

    A dynamic line chart that clearly shows:
    - How much work has been actually completed
    - Where the team should be based on projections

    You can even toggle the date range using the slicer to focus on specific periods (weeks/months/quarters).

     

    Please Find below attached .pbix file for your reference.

    If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it

    Best Regards,
    Sreeteja.
    Community Support Team 

    • Roger_M's avatar
      Roger_M
      Advocate I

      Hi Sreeteja,

       

      Thank you for your quick response.  I do have the data for the tasks already completed with their respective dates.

      How did you attached the pbix file?  Could not figure out how to attach my excel data file for others to see.

      Anyway, thank you for all your help.

      Regards,

       Roger Moucheron