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Danielwood's avatar
Danielwood
Icon for Helper I rankHelper I
3 years ago
Solved

PBI Glide Path

Hi all, I'm looking to create a sort of glide path within PBI.   Currently I have a host of unique references, each of which has an entry in target year, and target quarter. So 2023 in one, and Qt...
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  • rubayatyasmin's avatar
    rubayatyasmin
    3 years ago

    HI, Danielwood 

     

     

    Here is the possible way in PBI:

    1. Install Gantt chart visual: Find and install the Gantt chart. 

    2. Combine Year & Quarter: Create a new column combining year and quarter in the Power Query editor using a formula like Date.StartOfQuarter(#date([Year], if [Quarter] = "Qtr 1" then 1 else if [Quarter] = "Qtr 2" then 4 else if [Quarter] = "Qtr 3" then 7 else 10, 15)).

    3. Create Gantt Chart: In the Gantt chart visual, use your new "Start of Quarter" field as the "Start Date" and your unique references field as "Values".

    Your unique references will be on the left and a timeline at the bottom, each entry plotted based on its start date.

     

rubayatyasmin's avatar
rubayatyasmin
Icon for Community Champion rankCommunity Champion
3 years ago

HI, Danielwood 

 

 

Here is the possible way in PBI:

  1. Install Gantt chart visual: Find and install the Gantt chart. 

  2. Combine Year & Quarter: Create a new column combining year and quarter in the Power Query editor using a formula like Date.StartOfQuarter(#date([Year], if [Quarter] = "Qtr 1" then 1 else if [Quarter] = "Qtr 2" then 4 else if [Quarter] = "Qtr 3" then 7 else 10, 15)).

  3. Create Gantt Chart: In the Gantt chart visual, use your new "Start of Quarter" field as the "Start Date" and your unique references field as "Values".

Your unique references will be on the left and a timeline at the bottom, each entry plotted based on its start date.