topic Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI in Developer

How to Automatically Move Unfinished Projects to the Next Month in Power BI

amaral_diego — Mon, 30 Sep 2024 17:22:05 GMT

In Power BI, I have a table that counts the number of projects that need to be completed by their due date. However, there is a need for projects that are not completed within the specified month to automatically move to the next month. For example, a project scheduled for January, if not completed by the due date, should automatically move to February, and so on, until I update it in my data source. Is there a way to do this in Power BI?

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

Kaviraj11 — Mon, 30 Sep 2024 17:43:05 GMT

Hi,

Here’s a general approach to get you started

Add a Status Column: Ensure your data source has a column indicating whether a project is completed or not.

Create a Calculated Column

Here’s an example:

AdjustedDueDate = 
IF(
    [Status] = "Completed", 
    [DueDate], 
    EOMONTH([DueDate], 1) + 1
)

3. Create a Measure for Counting Projects

Here’s an example measure:

ProjectsDueThisMonth = 
CALCULATE(
    COUNTROWS(ProjectsTable),
    FILTER(
        ProjectsTable,
        YEAR([AdjustedDueDate]) = YEAR(TODAY()) &&
        MONTH([AdjustedDueDate]) = MONTH(TODAY())
    )
)

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

lbendlin — Mon, 30 Sep 2024 17:47:23 GMT

Remember that MAX( ) can take two parameters, not just one.

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

amaral_diego — Tue, 01 Oct 2024 19:33:18 GMT

I've tried this way below

Created this Calculated Column

DataAjustada =
VAR DataInicial = f_Projetos[Termino]
VAR MesesAdicionados = DATEDIFF(DataInicial, TODAY(), MONTH) + 1
RETURN
IF(
DataInicial < TODAY(),
EDATE(DataInicial, MesesAdicionados),
DataInicial
)

and this measure below

ProjetosAtrasadosPorMes =
CALCULATE(
COUNTROWS(
FILTER(
f_Projetos,
f_Projetos[Termino] < TODAY() &&
f_Projetos[Status] <> "Completo" &&
f_Projetos[Status] <> "Despriorizado" &&
f_Projetos[DataAjustada] >= EDATE(f_Projetos[Termino], 1)
)
),
USERELATIONSHIP(d_Calendario[Date], f_Projetos[DataAjustada])
)
It's almost working, the thing is, it showing the information on November column,
In my case, it should appear in October. It should move the overdue project to the following month, and here in my case the overdue projects are from September.

Could help me to solve this

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

Kaviraj11 — Tue, 01 Oct 2024 19:48:57 GMT

Can you update with this

Here’s a revised version of your calculated column:

DataAjustada =
VAR DataInicial = f_Projetos[Termino]
VAR MesesAdicionados = DATEDIFF(DataInicial, TODAY(), MONTH) + 1
RETURN
IF(
    DataInicial < TODAY(),
    EOMONTH(DataInicial, MesesAdicionados - 1) + 1,
    DataInicial
)

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

amaral_diego — Wed, 02 Oct 2024 12:36:00 GMT

Hi, I’ve tried using this code, but unfortunately, the issue persists. It continues to show the information for November instead of October.

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

Anonymous — Thu, 03 Oct 2024 07:58:40 GMT

Hi @amaral_diego ,

I think you may use multiple tables in your calculation and your data model is complex with inactive relationships.

Here I suggest you to show us your data model and what tables look like. You can share a sample file with us and show us a screenshot with your error or the result you want. This will make it easier for us to find the solution.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

amaral_diego — Fri, 04 Oct 2024 13:43:21 GMT

I'm sent to you the screenshot's of the datamodel in two parts, the "Termino" column is the date the project should be completed.

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

amaral_diego — Mon, 07 Oct 2024 17:15:37 GMT

I also have tried with M language, with this function below

(AjustarData as nullable date) as nullable date =>
let
DataAtual = DateTime.LocalNow(),
NovaData = if AjustarData <> null and AjustarData < DataAtual then Date.AddMonths(AjustarData, 1) else AjustarData
in
NovaData

Then I go to "add column" and then "Invoke Custom Function"

So I select the function I created and then it gives me the option to enter a date, or select a column. If I go by the column or select the column that has the end date "Termino", it creates the column but without being in the date format and with "Error" in all the lines. This is the code that is in the column.

= Table.AddColumn(#"Erros Substituídos", "Nova Data - Conclusão", each fnAjustarDataConclusao([Termino]))

Is there any way to adjust this, so that it creates the dates for the following month automatically?

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

Anonymous — Mon, 14 Oct 2024 09:14:59 GMT

Hi @amaral_diego ,

Are you trying to delay the end date of a project whose due status is not yet Complete by one month?

Please try code as below to create a calculated column.

AjustarData = VAR _DATEDIFF = DATEDIFF('Table'[Termino],TODAY(),Day) RETURN IF('Table'[Status] = "Complete",'Table'[Termino],IF('Table'[Termino]<TODAY(),EOMONTH(TODAY(),-1)+DAY('Table'[Termino]),'Table'[Termino]))

Result of my sample is as below.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

amaral_diego — Mon, 14 Oct 2024 13:57:01 GMT

Hi, with this code is almost helped me, it worked to send all projects to the next moth, but, for example, now I've 6 projects delayed from september that is now send to october, although I've one deleyed in october and he still in octorber, is possible to sent him do november?

If not, it's ok, I'll acept thi one as solution, thanks a lot.

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

Anonymous — Tue, 15 Oct 2024 01:52:26 GMT

Hi @amaral_diego ,

I update the measure, you can try this one.

AjustarData = VAR _Today = TODAY () VAR _DATEDIFF = DATEDIFF ( 'Table'[Termino], TODAY (), DAY ) VAR _DATE1 = EOMONTH ( TODAY (), -1 ) + DAY ( 'Table'[Termino] ) VAR _DATE2 = EOMONTH ( _DATE1, 0 ) + DAY ( 'Table'[Termino] ) RETURN IF ( 'Table'[Status] = "Complete", 'Table'[Termino], IF ( 'Table'[Termino] < _Today, IF ( _DATE1 < TODAY (), _DATE2, _DATE1 ), 'Table'[Termino] ) )

Result of my sample is as below.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: How to Automatically Move Unfinished Projects to the Next Month in Power BI

amaral_diego — Tue, 15 Oct 2024 15:16:44 GMT

It worked, thanks a lot!