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AutoKris's avatar
AutoKris
Frequent Visitor
4 years ago
Solved

Cumulative report using data items with two attributes (Planned vs Actual Date)

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 saving...
Need Help
  • AutoKris's avatar
    AutoKris
    4 years ago

    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.

     

    Actual Efficiency (h) = CALCULATE (
    SUM ('Completed Efficiency'[Actual Closure Month]),
    FILTER (ALL ('Completed Efficiency'[ActualEndDate] ), 'Completed Efficiency'[ActualEndDate] <= MAX ( 'Completed Efficiency'[ActualEndDate])))
v-xiaotang's avatar
v-xiaotang
Community Support
4 years ago

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

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