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dashtesttest
Frequent Visitor

Add milestone dates to a Matrix/Gantt Table?

Hello, 

 

QUESTION:

Is there a way I could return milestone dates in the Matrix/Gantt chart below?  My goal is to show the Project Status and list the date of review every time there’s a project review that occurs. 

 

CONTEXT:

I watched this wonderful tutorial on turning a Matrix table into a Gantt chart so that dates within the Project period are highlighted.  (For anyone interested, this is the video: https://www.youtube.com/watch?v=QugkBqc-jIs)  I used the measure below to create a Matrix table, so that it shows the dates in my project from start to end.   Snip of Measure + Matrix shown below.

dashtesttest_0-1689039023911.pngdashtesttest_1-1689039029595.png

 

DATA:

In my data, I have projects with milestone/review dates – some with multiple rows if they have multiple review dates (these are in blue font in the example below).  I created a date table with Calendarauto() to link to it.  Snip of data table + data model below

Project

Start Date

End Date

Review Date

Project Status

Project A

10/6/2018

5/23/2030

4/18/2023

Red

Project A

10/6/2018

5/23/2030

7/7/2023

Green

Project B

10/13/2021

7/4/2023

5/12/2023

Yellow

Project C

4/27/2022

12/6/2028

4/15/2023

Green

Project D

4/29/2023

11/18/2025

6/15/2023

Red

Project E

6/23/2023

6/25/2029

7/1/2023

Yellow

Project F

6/25/2017

3/3/2027

3/19/2023

Red

Project G

5/15/2022

9/14/2023

4/15/2023

Green

Project H

11/9/2021

4/5/2030

3/15/2023

Green

Project I

7/27/2020

12/18/2027

7/1/2023

Green

Project J

7/18/2018

2/12/2024

5/6/2023

Yellow

Project K

12/16/2018

12/21/2023

3/3/2023

Green

Project L

3/23/2023

7/8/2023

5/25/2023

Red

Project M

9/11/2019

12/30/2026

7/4/2023

Green

Project N

9/30/2020

8/9/2029

4/3/2023

Green

Project O

12/15/2018

3/11/2024

3/28/2023

Yellow

Project O

12/15/2018

3/11/2024

5/18/2023

Yellow

Project P

1/11/2020

8/30/2027

5/16/2023

Yellow

Project Q

5/25/2022

6/12/2028

5/30/2023

Yellow

Project R

8/8/2021

4/26/2026

5/27/2023

Yellow

Project S

5/14/2018

6/7/2025

4/1/2023

Yellow

Project T

2/10/2019

4/3/2025

5/4/2023

Green

Project U

11/21/2021

11/26/2025

7/1/2023

Green

Project V

11/8/2017

9/7/2027

3/11/2023

Green

Project W

10/14/2021

12/19/2026

5/28/2023

Green

Project X

3/17/2019

5/17/2023

3/21/2023

Green

Project Y

12/29/2022

7/25/2023

3/13/2023

Green

dashtesttest_2-1689039237175.png

 

I would like to show these dates on the Matrix/Gantt chart above along with conditional formatting for their project status, so it looks like the chart below, but with the project period as well.  

 

dashtesttest_3-1689039309108.png

Is this possible?  If so, any ideas on how to achieve this?  

 

Thank you!

 

2 REPLIES 2
dashtesttest
Frequent Visitor

Hi @amitchandak  thank you for your response!


I had actually watched your video last week - it was the one that made me think all this could be possible. I had tried the "Project Cnt" formula provided in your video as well as variations of it; however, the expressions didn't work to convert to a scalar value - probably due to the multiple review dates/milestone I have in my data.


I'm trying to see if there is a way to include the review dates/milestones, so that they appear within the project period like in this example below. Do you think this would be possible in a measure?

 

dashtesttest_0-1689111045469.png

 

I had used the following measure to make the project period (the blue lines in the snip above):

ProjectPeriod =
VAR StartDate =
CALCULATE(
    MIN(Table1[Start Date]),
    REMOVEFILTERS('Calendar')
    )
VAR EndDate =
CALCULATE(
    MAX('Table1'[End Date]),
    REMOVEFILTERS('Calendar')
    )
VAR ProjectPeriod =
    MIN('Calendar'[Date])>=StartDate
    && MIN('Calendar'[Date]) <= EndDate

VAR ProjectStatus =
CALCULATE(
    MIN('Table1'[Project Status]),
    REMOVEFILTERS('Calendar')
    )

VAR Result =
IF(ProjectPeriod, 1)

RETURN
    Result
amitchandak
Super User
Super User

@dashtesttest , Please find the attached file below, after signature

amitchandak_0-1689046368958.png

 

 

Refer video, how to use conditional formmating

Matrix as Project plan Visual: https://youtu.be/R25QoiyoSVs

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