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Anonymous's avatar
Anonymous
Not applicable
3 years ago

Calculate Function to Create a Graph - LBE vs Original

Hello all! 

 

I inherited the graph below which uses the calculate function to create a planned execution graph (Test Exeuction Progress - Bottom Left Graph). The light blue line is our weekly planned scripts for testing which uses "Planned Execution Date" to create the line. However, the team I work with is now looking to consider both "Planned Execution Date" or an "LBE Planned Execution Date" if populated. This data is sourced from a SharePoint list where these values are two separate columns. 

 

Code: 

TC Planned Execute Cumulative = CALCULATE(COUNTA('Test Execution Tracker'[Date]), FILTER(ALLSELECTED('Test Execution Tracker'),'Test Execution Tracker'[Event Value]="Planned" && 'Test Execution Tracker'[Event Type]="Execute" &&'Test Execution Tracker'[Date]<= MAX('Test Execution Tracker'[Date])))

 

 

The prior owner of this basically created multiple line items for each record which feeds into the formula above. I was able to update the query to create a line item for LBE Planned Execution. However, I am only able to use LBE or the original planned date to create the graph.

 

Is there a way to add logic to the function to consider the original planned date or the LBE planned date where it is populated? 

 

4 Replies

  • Hi , Anonymous 

    According to your description, you need to analyze the planned date or the LBE planned date .

    If this , i think you can try to use the field parameter as a dimension for the x-axis.

    For more information, you can refer to :
    Let report readers use field parameters to change visuals (preview) - Power BI | Microsoft Learn

    Fields parameters in Power BI - SQLBI

     

    If this method does not meet your needs, you can provide us with your special sample data and the desired output sample data in the form of tables, so that we can better help you solve the problem. (You can also upload you sample .pbix [without sensitive data] to the OneDrive and share with the OneDrive link to me ! )

    Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

     

    Best Regards,

    Aniya Zhang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

  • Anonymous's avatar
    Anonymous
    Not applicable

    Please let me know if these additional inputs help. 

     

    When the data is brought in to PowerBI, multiple line items are generated for each ID (this data set comes from a SharePoint list). A few transformations are run to get to the data set below: 

     

    = Table.RenameColumns(#"Unpivoted Columns1",{{"Attribute", "Date Category"}, {"Value", "Date"}})

     

    = Table.AddColumn(#"Renamed Columns1", "Event Type", each if Text.Contains([Date Category], "LBE") then "LBE" else if Text.Contains([Date Category], "Execution") then "Execute" else if Text.Contains([Date Category],"Approval") then "Complete" else null)

     

    To then get to the graph above (planned line), the following formula is used. For the X-Axis, a simple week end date was set up. 

     

    TC Planned Execute Cumulative = CALCULATE(COUNTA('Test Execution Tracker'[Date]), FILTER(ALLSELECTED('Test Execution Tracker'),'Test Execution Tracker'[Event Value]="Planned" && 'Test Execution Tracker'[Event Type]="Execute" &&'Test Execution Tracker'[Date]<= MAX('Test Execution Tracker'[Date])))

     

    So this is where my issue is, if I replace "Event Type" with "LBE", it only shows records that have an LBE date. But, if I leave it as "Execute", it does not consider the LBE. Because of the multiple lines for each record, I have not been able to find a way to consider LBE if it exists but also leave in the original date if LBE doesn't exist. 

     

    IdDate CategoryDateEvent TypeEvent Value
    5570PlannedApprovalDate03/15/23CompletePlanned
    5570ActualExecutionDate03/10/23ExecuteActual
    5570LBEPlannedExecutionDate03/17/23LBEPlanned
    5570PlannedExecutionDate03/08/23ExecutePlanned
    5571PlannedApprovalDate04/06/23CompletePlanned
    5571PlannedExecutionDate03/30/23ExecutePlanned
    5572ActualExecutionDate02/28/23ExecuteActual
    5572PlannedExecutionDate02/13/23ExecutePlanned
    5573ActualExecutionDate02/28/23ExecuteActual
    5573PlannedExecutionDate03/06/23ExecutePlanned
    5574ActualExecutionDate02/24/23ExecuteActual
    5574PlannedExecutionDate02/20/23ExecutePlanned
    5575ActualExecutionDate02/24/23ExecuteActual
    5575PlannedExecutionDate02/20/23ExecutePlanned
    5576ActualExecutionDate02/28/23ExecuteActual
    5576PlannedExecutionDate02/20/23ExecutePlanned
    5577PlannedExecutionDate02/20/23ExecutePlanned
    5577ActualExecutionDate02/27/23ExecuteActual
    5578PlannedExecutionDate02/20/23ExecutePlanned
    5578ActualExecutionDate02/27/23ExecuteActual
    5606ActualApprovalDate03/15/23CompleteActual
    5606PlannedApprovalDate04/11/23CompletePlanned
    5606ActualExecutionDate03/14/23ExecuteActual
    5606LBEPlannedExecutionDate03/17/23LBEPlanned
    5606PlannedExecutionDate04/10/23ExecutePlanned
    5607ActualApprovalDate03/01/23CompleteActual
    5607PlannedApprovalDate03/30/23CompletePlanned
    5607PlannedExecutionDate03/27/23ExecutePlanned
    5608ActualApprovalDate02/07/23CompleteActual
    5608PlannedApprovalDate03/30/23CompletePlanned
    5608ActualExecutionDate02/05/23ExecuteActual
    5608PlannedExecutionDate03/27/23ExecutePlanned
    5610ActualApprovalDate03/01/23CompleteActual
    5610PlannedApprovalDate03/20/23CompletePlanned
    5610LBEPlannedExecutionDate03/17/23LBEPlanned
    5610PlannedExecutionDate03/13/23ExecutePlanned
    5611ActualApprovalDate03/01/23CompleteActual
    5611ActualExecutionDate03/06/23ExecuteActual
    5611PlannedExecutionDate03/06/23ExecutePlanned
    5612ActualApprovalDate02/08/23CompleteActual
    5612ActualExecutionDate02/01/23ExecuteActual
    5612PlannedExecutionDate02/20/23ExecutePlanned
    5615PlannedExecutionDate03/13/23ExecutePlanned
    5616PlannedExecutionDate03/30/23ExecutePlanned
    5617ActualExecutionDate03/10/23ExecuteActual
    5617LBEPlannedExecutionDate03/10/23LBEPlanned
    5617PlannedExecutionDate02/27/23ExecutePlanned
    5618PlannedExecutionDate03/03/23ExecutePlanned
    5623PlannedExecutionDate03/17/23ExecutePlanned
    5624PlannedExecutionDate03/17/23ExecutePlanned
    5625PlannedExecutionDate03/17/23ExecutePlanned
    5627PlannedExecutionDate03/13/23ExecutePlanned
    5628PlannedExecutionDate03/22/23ExecutePlanned
    5630PlannedExecutionDate03/17/23ExecutePlanned
    5630ActualExecutionDate03/09/23ExecuteActual
    5631PlannedExecutionDate03/17/23ExecutePlanned
    5632LBEPlannedExecutionDate03/30/23LBEPlanned
    5632PlannedExecutionDate03/17/23ExecutePlanned
    5633LBEPlannedExecutionDate03/30/23LBEPlanned
    5633PlannedExecutionDate02/27/23ExecutePlanned
    5634LBEPlannedExecutionDate03/30/23LBEPlanned
    5634PlannedExecutionDate03/20/23ExecutePlanned
    5635LBEPlannedExecutionDate03/30/23LBEPlanned
    5635PlannedExecutionDate03/17/23ExecutePlanned
    5636LBEPlannedExecutionDate03/30/23LBEPlanned
    5636PlannedExecutionDate03/17/23ExecutePlanned
    5638LBEPlannedExecutionDate03/30/23LBEPlanned
    5638PlannedExecutionDate03/17/23ExecutePlanned
    5639LBEPlannedExecutionDate03/30/23LBEPlanned
    5639PlannedExecutionDate02/27/23ExecutePlanned
    5640LBEPlannedExecutionDate03/30/23LBEPlanned
    5640PlannedExecutionDate02/27/23ExecutePlanned
    5641PlannedExecutionDate03/02/23ExecutePlanned
    5642PlannedExecutionDate04/03/23ExecutePlanned
    5643PlannedExecutionDate03/28/23ExecutePlanned
    5644PlannedExecutionDate03/17/23ExecutePlanned
    5647ActualExecutionDate03/13/23ExecuteActual
    5647PlannedExecutionDate03/17/23ExecutePlanned
    5648PlannedExecutionDate04/10/23ExecutePlanned
    5649PlannedExecutionDate04/10/23ExecutePlanned
    5651PlannedExecutionDate03/03/23ExecutePlanned
    5661PlannedApprovalDate03/20/23CompletePlanned
    5661PlannedExecutionDate03/21/23ExecutePlanned
    5662PlannedApprovalDate03/17/23CompletePlanned
    5662LBEPlannedExecutionDate03/13/23LBEPlanned
    5662PlannedExecutionDate03/13/23ExecutePlanned
    5663PlannedApprovalDate03/17/23CompletePlanned
    5663LBEPlannedExecutionDate03/13/23LBEPlanned
    5663PlannedExecutionDate03/14/23ExecutePlanned
    5664PlannedApprovalDate03/17/23CompletePlanned
    5664LBEPlannedExecutionDate03/13/23LBEPlanned
    5664PlannedExecutionDate03/16/23ExecutePlanned
    5665PlannedApprovalDate03/17/23CompletePlanned
    5665LBEPlannedExecutionDate03/13/23LBEPlanned
    5665PlannedExecutionDate03/16/23ExecutePlanned
    5666PlannedApprovalDate03/30/23CompletePlanned
    5666LBEPlannedExecutionDate03/27/23LBEPlanned
    5666PlannedExecutionDate03/27/23ExecutePlanned
    5667PlannedApprovalDate03/30/23CompletePlanned
    5667LBEPlannedExecutionDate03/27/23LBEPlanned
    5667PlannedExecutionDate03/17/23ExecutePlanned