Custom Dax Calculating columns

Hi romovaro 

You can use || (OR) in the measure. 

Total Tasks Pre-Engagement Team = 
CALCULATE (
    COUNTROWS ( CELERGO_12062021V1 ),
    FILTER (
        CELERGO_12062021V1,
        ( CELERGO_12062021V1[TASK_STATUS] IN { "Received", "Closed" } && CELERGO_12062021V1[TASK] = "Pre Engagement Process" )
            || ( CELERGO_12062021V1[TASK_STATUS] = "Received" && CELERGO_12062021V1[TASK] = "IPM HandOff" )
    )
)

And use NOT(ISBLANK()) to determine whether a row in the column has a value. 

Total Tasks Pre-Engagement Team Closed = 
CALCULATE (
    COUNTROWS ( CELERGO_12062021V1 ),
    FILTER (
        CELERGO_12062021V1,
        CELERGO_12062021V1[TASK] = "IPM HandOff"
            && CELERGO_12062021V1[TASK_STATUS] = "Closed"
            && NOT ( ISBLANK ( CELERGO_12062021V1[SCHEDULED] ) )
    )
)

Best Regards,
Community Support Team _ Jing
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Hi romovaro 

You can tweak the current measures. 

Total Tasks Pre-Engagement Team =
CALCULATE (
    COUNTROWS ( CELERGO_12062021V1 ),
    FILTER (
        CELERGO_12062021V1,
        ( CELERGO_12062021V1[TASK_STATUS] IN { "Received", "Closed" }
            && CELERGO_12062021V1[TASK] = "Pre Engagement Process" )
    )
)

Total Tasks Pre-Engagement Team Closed =
CALCULATE (
    COUNTROWS ( CELERGO_12062021V1 ),
    FILTER (
        CELERGO_12062021V1,
        CELERGO_12062021V1[TASK] = "IPM HandOff"
            && CELERGO_12062021V1[TASK_STATUS] = "Closed"
    )
)

Then create a third measure

Current Workload = [Total Tasks Pre-Engagement Team] - [Total Tasks Pre-Engagement Team Closed]

Best regards,

Jing

Hi romovaro 

You can use this measure as a filter field in the table visual.

Flag =
VAR __clientsPEP =
    SELECTCOLUMNS (
        FILTER (
            ALL ( CELERGO_12062021V1 ),
            ( CELERGO_12062021V1[TASK_STATUS]
                IN { "Received", "Closed" }
                && CELERGO_12062021V1[TASK] = "Pre Engagement Process" )
        ),
        "Client", CELERGO_12062021V1[CLIENT_NAME]
    )
VAR __clientIH =
    SELECTCOLUMNS (
        FILTER (
            ALL ( CELERGO_12062021V1 ),
            CELERGO_12062021V1[TASK] = "IPM HandOff"
                && CELERGO_12062021V1[TASK_STATUS] = "Closed"
        ),
        "Client", CELERGO_12062021V1[CLIENT_NAME]
    )
VAR __current = EXCEPT ( __clientsPEP, __clientIH )
RETURN
    IF ( SELECTEDVALUE ( CELERGO_12062021V1[CLIENT_NAME] ) IN __current, 1 )

Best Regards,

Jing