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I hope I can explain this well enough.
I am trying to create a visual showing the difference each month in addition to rolling over open transactions to the next month's total. I have searched the internet for days without any luck. I am new to DAX; however, I am not even sure that is the solution needed.
I am showing work orders created on a monthly basis and also showing work orders completed on a monthly basis. "Work Orders Created" count the dates/rows while "Work Orders Completed" count the dates with blanks removed. Open work orders do not have a completed dates in the data.
note: work orders closed in January may not have been created in January. There is no direct correlation between date created & date completed.
1. I want to show the the delta between Created & Completed work orders each month by count & % of created.
2. Show remaining open work orders from previous month added to current month created total.
Is this calculation something DAX can do?
Example: January - 1428(created)-1285(completed) =143 or 10%
February - 1217 (created) + 143 (still open from Jan)
Screenshots of same table
@Greg_Deckler I hope this helps explain it better. I think I will focus on objective 1 for now.
>>The most important parts are:
1. Sample data as text, use the table tool in the editing bar - pasted below
2. Expected output from sample data - count and/or % of created work orders not closed each month
3. Explanation in words of how to get from 1. to 2. - will hold off on this one for now
- add work orders still open (sum of #1), at end of month, to next month's created work order total
- think of this as tracking monthly cellular roll over minutes (from way back when)
DATA SAMPLE SET:
Created On Work Order WO Status Assigned Type Completed Date
| 01/06/2023 10:04 AM | WO-0015133 | Completed | Internal | 1/6/23 |
| 01/06/2023 10:26 AM | WO-0015134 | In Process | External | |
| 01/18/2023 07:53 AM | WO-0015665 | Completed | External | 1/26/23 |
| 01/23/2023 10:14 AM | WO-0015915 | In Process | Internal | |
| 02/02/2023 09:11 AM | WO-0016423 | Completed | Internal | 2/2/23 |
| 03/02/2023 03:43 PM | WO-0017703 | Completed | Internal | 3/8/23 |
| 03/08/2023 07:44 AM | WO-0017952 | Completed | Internal | 3/8/23 |
| 04/03/2023 07:37 AM | WO-0019248 | Completed | Internal | 5/8/23 |
| 02/08/2023 02:07 PM | WO-0016704 | In Process | Internal |
|
@CD_2024 So, if I understand correctly, you basically need a PM measure for both of your measures. That can be done a number of ways but generally you would calculate your base measure with modified filters for the previous month. You can use CALCULATE for this or there are No CALCULATE methods as well. However, hard to be specific as I don't have your measure code and you didn't paste your data as text.
Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882
Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.
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