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Anonymous
Not applicable

Backlog between Open Date & Closed Date

Hi all,

First off, I am brand new to Power BI (2 weeks), and I appreciate your patience and guidance. 

 

I have looked through some of the other posts here and I don't see my situation, so I thought I would post it and see where it goes.

Essentially, I have a data set below, that includes a Start Date and Closed Date. I want to calculate a rolling backlog every month until the Closed Date (Month).

 

For example:

December - 9

January - 5 (4 were closed in January)

February - 3 

March - 3

April - 2

 

Start DateClosed Date
12/21/20214/25/2022
12/17/20212/15/2022
12/17/20211/24/2022
12/17/20211/19/2022
12/16/2021 
12/15/20216/1/2022
12/13/20212/10/2022
12/13/20211/12/2022
12/10/20211/21/2022

 

Any help would be appreciated.

 

Thank you for your time!

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi  @Anonymous ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want. You can create a measure as below assume that there is a date dimension table in the model:

Backlog =
VAR _curdate =
    SELECTEDVALUE ( 'Date'[Date] )
RETURN
    CALCULATE (
        DISTINCTCOUNT ( 'Table'[Ticket Number] ),
        FILTER (
            'Table',
            'Table'[Start Date] <= _curdate
                && (
                    'Table'[Closed Date] > _curdate
                        || ISBLANK ( 'Table'[Closed Date] )
                )
        )
    )

yingyinr_0-1656645287873.png

In addition, you can refer the following links to get it.

Getting a running total of current open Tickets

CountOfOpenTicketsParamMeasure =
IF ( MAX ( 'Date'[Date]) <= MAX(Ticket[Opened] ),
COUNTROWS (
    FILTER (
        Ticket,
        Ticket[Opened] <= MAX('Date'[Date])  &&
            ( Ticket[Closed] > MAX('Date'[Date]) || ISBLANK( Ticket[Closed] ))
        )
)
)

Backlog- count a ticket in each month it is not solved

If the above one can't help you get the desired result, please provide more sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

Hi  @Anonymous ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want. You can create a measure as below assume that there is a date dimension table in the model:

Backlog =
VAR _curdate =
    SELECTEDVALUE ( 'Date'[Date] )
RETURN
    CALCULATE (
        DISTINCTCOUNT ( 'Table'[Ticket Number] ),
        FILTER (
            'Table',
            'Table'[Start Date] <= _curdate
                && (
                    'Table'[Closed Date] > _curdate
                        || ISBLANK ( 'Table'[Closed Date] )
                )
        )
    )

yingyinr_0-1656645287873.png

In addition, you can refer the following links to get it.

Getting a running total of current open Tickets

CountOfOpenTicketsParamMeasure =
IF ( MAX ( 'Date'[Date]) <= MAX(Ticket[Opened] ),
COUNTROWS (
    FILTER (
        Ticket,
        Ticket[Opened] <= MAX('Date'[Date])  &&
            ( Ticket[Closed] > MAX('Date'[Date]) || ISBLANK( Ticket[Closed] ))
        )
)
)

Backlog- count a ticket in each month it is not solved

If the above one can't help you get the desired result, please provide more sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Could you please tell me, how I can aggregate this up to be on a monthly level rather than daily?

Anonymous
Not applicable

Thank you very much

 

Anonymous
Not applicable

Ticket NumberStart DatePrioritized DateClosed Date
CDEX-9643612/21/20211/7/20224/25/2022
CDEX-9587612/17/202112/28/20212/15/2022
CDEX-9586712/17/2021 1/24/2022
CDEX-9582112/17/2021 1/19/2022
CDEX-9561412/16/202112/17/2021 
CDEX-9524012/15/202112/17/20216/1/2022
CDEX-9468512/13/202112/13/20212/10/2022
CDEX-9468112/13/2021 1/12/2022
CDEX-9420512/10/202112/13/20211/21/2022

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