Creating a running total using a measure and multiple date columns

[cmarrazzo]

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 Number	Ticket Owner	Date Entered	Date Closed
100000	JDoe	1/1/2022	1/5/2022
100001	JDoe	1/3/2022	1/6/2022
100002	MSmith	1/5/2022
100003	JDoe	1/7/2022	1/10/2022
100004	MSmith	1/9/2022
100005	JDoe	1/14/2022

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!

[amitchandak]

@cmarrazzo , refer my HR blog or attached files after the signature of the similar problem

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

[cmarrazzo]

@amitchandak So I understand the logic of this, but the issue I'm still having is getting it by week since week is a somewhat non traditional date type in Power BI.

And will this keep in tact the ability to filter by employee dimensions?

[Anonymous]

Hi @cmarrazzo ,

1. If Week is added directly to Page as an external filter, it can be filtered correctly by week and employee.

2. If you consider starting with models and formulas, you also need to create a new [week] column in the 'Tickets' table, and since it is a many-to-many relationship with the [week #] column in the 'Date Helper Table', you also need to create a new bridge table between them to connect.

It can also be filtered by week and employee.

Reference:

Many-to-many relationship guidance

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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[cmarrazzo]

@Anonymous The only issue with this method is it associates week # with date entered only for each row. So it counts number of tickets closed but doesn't count those in the appropriate week. 

[Anonymous · Accepted solution]

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!

How to get your questions answered quickly -- How to provide sample data