topic How to display when projects drop in Custom Visuals Development Discussion

How to display when projects drop

Anonymous — Fri, 27 Jan 2023 00:44:59 GMT

I am trying to create a dashboard for project managers. I want to be able to display in a linegraph when projects will be closing by month. I have the names of the project managers the count of their projects and the forecasted closing date for their projects. I want to be able to display how many projects will be active for February, March and April for each project manager. For example if Betty has 5 projects in January one will be closing in February. I want the graph to show she has 4 projects active in February.

Re: How to display when projects drop

Sahir_Maharaj — Sun, 29 Jan 2023 11:35:00 GMT

To create a dashboard that displays the number of active projects for each project manager by month, you can use a line graph visual in Power BI.

Here's one way to set it up:

1. Create a new line graph visual in your dashboard.
2. Drag the "Project Manager" field to the "Axis" field well of the line graph visual.
3. Drag the "Forecasted Closing Date" field to the "Values" field well of the line graph visual.
4. Create a new calculated column with a formula that will count the number of active projects for each project manager by month. You can use the COUNTIFS() function to do this.
5. Drag the new calculated column to the "Values" field well of the line graph visual.
6 Format the line graph to show the number of active projects on the Y-axis and the months on the X-axis.

Re: How to display when projects drop

Sahir_Maharaj — Sun, 29 Jan 2023 11:35:17 GMT

1. Create a new line graph visual in your dashboard

Re: How to display when projects drop

Sahir_Maharaj — Sun, 29 Jan 2023 11:35:34 GMT

2. Drag the "Project Manager" field to the "Axis" field well of the line graph visual.

Re: How to display when projects drop

Sahir_Maharaj — Sun, 29 Jan 2023 11:35:48 GMT

3. Drag the "Forecasted Closing Date" field to the "Values" field well of the line graph visual.

Re: How to display when projects drop

Sahir_Maharaj — Sun, 29 Jan 2023 11:36:06 GMT

4. Create a new calculated column with a formula that will count the number of active projects for each project manager by month. You can use the COUNTIFS() function to do this.

Re: How to display when projects drop

Sahir_Maharaj — Sun, 29 Jan 2023 11:36:23 GMT

5. Drag the new calculated column to the "Values" field well of the line graph visual.

Re: How to display when projects drop

Sahir_Maharaj — Sun, 29 Jan 2023 11:36:39 GMT

6. Format the line graph to show the number of active projects on the Y-axis and the months on the X-axis.

Re: How to display when projects drop

Sahir_Maharaj — Sun, 29 Jan 2023 11:37:25 GMT

You may also want to consider adding a filter to the line graph so that users can select the month range they want to see.

Keep in mind that this is just one way to set up this type of dashboard and that the specifics may vary depending on the data and desired outcome.

Hope this helps 🙂

Re: How to display when projects drop

Anonymous — Wed, 08 Feb 2023 21:50:20 GMT

Thank you Sahir. I will attempt this weekend and let you know how it goes. I appreciate the guidance. I am self-taught with Powerbi, so I am slow at this.