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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
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
)
) / 2Forecast 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
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
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