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Hi All,
Just starting with Power BI, took 15h courses, still hard for me to get around below problem.
I have data table with a list of projects with attributes such as potential efficiency savings in hours, statuses and with planned and actual completion dates.
I need to present a report as below image attached, a table and line chart showing cumulated values of savings by month period with two lines, planned vs actual.
See the sample file with RAW DATA TABLE sheet and the actual RESULT sheet to be obtained but in Power BI.
Please suggest simple approach for solution 🙂
Solved! Go to Solution.
Hi All, thanks for your inputs.
I actually resolved it using the Transformation process, creating two new tables for Planned and Actual dates, leaving only the values of Benefits and the last month date.
Secondly to created a cumulated value I created new measures for both using the CALCULATE formula.
Hi All, thanks for your inputs.
I actually resolved it using the Transformation process, creating two new tables for Planned and Actual dates, leaving only the values of Benefits and the last month date.
Secondly to created a cumulated value I created new measures for both using the CALCULATE formula.
Hi @AutoKris
Since not sure how to calculate the Actual benefit and Actual in your image, I'll use Plan as an example. I think their logic is the same. You can refer to the calculation process of Plan.
(1) create a calendar table
(2) create the measures below,
Planned Benefit (h) =
CALCULATE (
SUM ( 'Table'[Benefit (hours)] ),
FILTER (
ALL ( 'Table' ),
YEAR ( 'Table'[PlannedClosureDate] ) = MIN ( 'calendar'[Y] )
&& MONTH ( 'Table'[PlannedClosureDate] ) = MIN ( 'calendar'[M] )
)
)
Plan =
VAR _endDate =
EDATE ( MIN ( 'calendar'[Date] ), 1 )
RETURN
SUMX (
FILTER ( ALL ( 'Table' ), 'Table'[PlannedClosureDate] < _endDate ),
'Table'[Benefit (hours)]
)
result
Best Regards,
Community Support Team _Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
@AutoKris , refer if one the two blogs, dealing with two dates can help
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