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Anonymous
Not applicable

How to display when projects drop

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.

 

9 REPLIES 9
Sahir_Maharaj
Super User
Super User

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 🙂


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


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


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Sahir Maharaj
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Sahir_Maharaj
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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.


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


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


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Sahir Maharaj
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Sahir_Maharaj
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1. Create a new line graph visual in your dashboard


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Sahir Maharaj
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Sahir_Maharaj
Super User
Super User

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.


Did I answer your question? Mark my post as a solution, this will help others!

If my response(s) assisted you in any way, don't forget to drop me a "Kudos" 🙂

Kind Regards,
Sahir Maharaj
Data Scientist | Data Engineer | Data Analyst | AI Engineer
P.S. Want me to build your Power BI solution? (Yes, its FREE!)
➤ Lets connect on LinkedIn: Join my network of 15K+ professionals
➤ Join my free newsletter: Data Driven: From 0 to 100
➤ Website: https://sahirmaharaj.com
➤ Email: sahir@sahirmaharaj.com
➤ Want me to build your Power BI solution? Lets chat about how I can assist!
➤ Join my Medium community of 30K readers! Sharing my knowledge about data science and artificial intelligence
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Anonymous
Not applicable

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. 

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