Best approach for compiling week-based report with trend analysis over mutiple weeks

[MisterEyes]

Hello All,

As a Power BI newbie I am looking for advice and guidance on the best approach to compiling and manging a week base report with trend analysis (over multiple weekly reports)

Every week I pull an extract from two Office 365 Planners that summarise all work at the point of extract for a two team.  The extract contains data such as:

• Assigned To
• Team (i.e. Team A or Team B)
• Bucket / Area (Our planner buckets)
• Completed Status (NotStarted, Started, InProgress)
• Start Date
• Due Date
• Title
• Status (Red, Amber, Green)
• etc etc etc

Nothing out of the ordinary.  Using todays extract I have created a very useful Power BI dashboard, I have been able to visualise things like:

• Total number of projects
• How many have started this week
• How many are starting next week
• How many are schedule to finish next week
• How many finished this week
• A clustered column chart showing projects split by bucket for each completed status.
• and so much more.....

I have also cloned this page and applied a page filter to the clone so I can see the visualisation by team.  So far so good, considering I have only been using this for a few hours I am very happy with the results.

However......

I am not sure on how to best proceed when I get the next report in a week.  Next week I will get a new extract that of course includes any changes to current items and the addition of new ones.  I need to be able to easily to easily and quickly create the visualisations again.  My current plan for this is to simply save todays report as 30012017.pbix, when the new report comes in replace this datasource and save the new one as 06022017.pbix.

However......

I also want to be able to report on trends over time, as examples:

• All projects have a Red, Amber, Green status - I want to be able to see the trends on how many projects are in each of these statuses
• Trends on how many projects are in each bucket, for example we have an Ad Hoc bucket that we need to reduce over the next six months.  So visualising that trend coming through over multiple weekly reports would be great

My plan here is to create a seperate PBIX for trends and this will have all weekly extracts in it as seperate tables, as I get new extracts I will add them.  However I am not sure how to update the visualisations as the data comes in without having to manually change each one to take into account the new extract

So, my question to you guys is how best do I do this?

Thanks in advance

[Anonymous]

Hello MisterEyes,

I am facing similiar challenges and was curious if you came up with a solution for the trend analysis?

Please let me know 🙂

br

dan

[v-huizhn-msft]

Hi @MisterEyes,

As your current plan, for the same table in every week, you save this weeks’ report as 30012017.pbix, the refresh table and get the new report, save the new one as 06022017.pbix.For the different data in different weeks, you’d better create the report according to new data every week.

>>However I am not sure how to update the visualisations as the data comes in without having to manually change each one to take into account the new extract.

If the resource data is different for each week, you’d better update the report manually.

If you have any other problem, please feel free to ask.

Best Regards,
Angelia