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cmarrazzo's avatar
cmarrazzo
Frequent Visitor
4 years ago
Solved

Creating a running total using a measure and multiple date columns

What I need to produce is a running total of open service tickets by week with the ability to filter by ticket type which is done so by the ticket owner. So my data set has two date columns, one for date entered and another for date closed. If the ticket is still open, the date closed column is empty. For example:

 

Ticket NumberTicket OwnerDate EnteredDate Closed
100000JDoe1/1/20221/5/2022
100001JDoe1/3/20221/6/2022
100002MSmith1/5/2022 
100003JDoe1/7/20221/10/2022
100004MSmith1/9/2022 
100005JDoe1/14/2022 


I have a date helper table to help associate the days to weeks, one of which is an inactive relationship. I have another employee table that associates employees (ticket owners) with the type of ticket. 

So I have been successful in determining count of ticket entries using this DAX to create a measure:

 

Ticket Entries =
CALCULATE(
    COUNTA('Tickets'[Date Entered]),
    ALLSELECTED('Date Helper Table'[Day])
)

And I have been successful in determining ticket closures by date using this DAX to create a measure: 

Ticket Closures =
CALCULATE(
    COUNTA('Tickets'[Date Closed]),
    ALLSELECTED('Date Helper Table'[Day]),
    USERELATIONSHIP(Tickets[Date Closed],'Date Helper Table'[Day])
)
 
I have been successful finding the weekly ticket backlog by using a DAX expression to find the weekly backlog by subtracting the count of ticket closures from count of weekly ticket entries. 
 
What I've been struggling with is finding a way to calculate a running total of ticket backlog by week while keeping it able to be filtered by employee. 
 
If it helps, here is what my date helper table looks like to group entries/closures/backlog by week:
 

 

Any help is appreciated!

  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi cmarrazzo ,

     

    Create a new calculated column to group the [Date Closed] field.

    Week 2# = WEEKNUM('Tickets'[Date Closed],2)

    Create a new measure that will be used later to determine what week it is in the current context.

    Week = MAX('Table'[Week #])

    Calculate the number of tickets closed for the week.

    Current Week Ticket Closures = 
CALCULATE(
    COUNTA('Tickets'[Date Closed]),
    FILTER('Tickets','Tickets'[Week 2#]=[Week]),
    ALLSELECTED('Date Helper Table'[Day])
)

    The PBIX file is attached for reference.

     

    Best Regards,
    Gao
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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