Forum Discussion

knowledgesearch's avatar
knowledgesearch
Icon for Helper I rankHelper I
3 years ago

help with calculation measure

I have a list of project deliverables, that are set over 3 project phases of initiate, plan, deliver. When each task is completed against a date, it will earn a score. Initiate equals 1, plan equals 1, deliver equals 0.5. I am trying to perfrom a current value and forecast value, the current value should go on status of complete, however, the forecast value should go against the predication it will be completed by the stated date. 

 

I require two measures that calculate all initiate, plan, deliver where completion is divide by 2

lastly the second measure should be all initiate, plan and deliver based on completion date /2

How can i put a measure to equate this based on the sample below 

Task Stage Status date
Create strategy Initiate Complete 18/08/2023
Create Strategy Plan Complete 21/08/2023
deliver strategy Deliver Planning 12/12/2023
Run project Initiate Complete 23/03/2023
Run project Plan Complete 16/07/2023
Run project Deliver Planning 01/01/2024

Help

2 Replies

  • MargusMartsepp's avatar
    MargusMartsepp
    New Member
    3 years ago

    Current value
    This measure calculates the score for tasks that are marked as "Complete".

    Current Value = 
SUMX(
    FILTER(
        ALL('ProjectTable'),
        'ProjectTable'[Status] = "Complete"
    ),
    SWITCH(
        TRUE(),
        'ProjectTable'[Task Stage] = "Initiate", 1,
        'ProjectTable'[Task Stage] = "Plan", 1,
        'ProjectTable'[Task Stage] = "Deliver", 0.5,
        0
    )
) / 2

    Forecast value
    This measure calculates the score for tasks that are either "Complete" or are predicted to be completed by the stated date

    Forecast Value = 
SUMX(
    FILTER(
        ALL('ProjectTable'),
        'ProjectTable'[Status] = "Complete" || 'ProjectTable'[Status] = "Planning"
    ),
    SWITCH(
        TRUE(),
        'ProjectTable'[Task Stage] = "Initiate", 1,
        'ProjectTable'[Task Stage] = "Plan", 1,
        'ProjectTable'[Task Stage] = "Deliver", 0.5,
        0
    )
) / 2
    • knowledgesearch's avatar
      knowledgesearch
      Icon for Helper I rankHelper I
      2 years ago

      Apologies there is also a category field where the project task is being carried out, these are strategy, IT, Transformation. So when incorporating the measure it is showing the same value for all categories

       

       

       Task Stage Status date Category
      Create strategy Initiate Complete 18/08/2023 Business transformation
      Create Strategy Plan Complete 21/08/2023 Strategy
      deliver strategy Deliver Planning 12/12/2023 Strategy
      Run project Initiate Complete 23/03/2023 IT
      Run project Plan Complete 16/07/2023 Business Transformation
      Run project Deliver Planning 01/01/2024 Business Transformation