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knowledgesearch's avatar
knowledgesearch
Icon for Helper I rankHelper I
2 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 ...
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MargusMartsepp's avatar
MargusMartsepp
New Member
2 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