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millerkev22
Regular Visitor

Develop Table for Burn Down

I have a Table defined as Sheet1 that comes from outside Excel Document. It includes a region slicer, location, Planned Date, and Completed Date.

millerkev22_1-1607975337550.png

How can I create a table in Power BI to return the following?

millerkev22_3-1607975601855.png

Dates in this Table (defined as Table 2) range from 3/1/2020 to 6/12/2022. Active Date Relationship Many to One for Planned Date in Sheet1 to Date in Table2. Non-active Date Relationship Many to One for Completed Date in Sheet1 to Date in Table2. Planned locations will trend from 291 down to zero based on our plan (aka Sheet 1 Planned Date). Remaining Locations will eventually trend down from 291 down to zero based on our location completed assignements (AKA Sheet 1 Completed Date).

 

Ultimately I want to use this Table to create a Burn Down Chart that shows our performance in completing the location assignments compared to our plan to see if we are trending ahead or behind plan. I also want to have the ability to filter by Region and was hoping I could utilize the Date relationships to accomplish this.

 

Anticipated final result:

millerkev22_0-1607981929252.png

 

 

1 ACCEPTED SOLUTION
millerkev22
Regular Visitor

FYI, I was able to figure it out. Here is my solution.

 

Have two tables:

  • Data table that comes from outside source and includes the following:
    • List of Locations
    • Planned Date – Note this is our planned dates
    • Completed Date – Note this is our completed dates
  • Date Table, named DimData, created within Power BI
    • DimDate = Calendar(DATE(2020,3,1),DATE(2022,6,12))

 

Managed Relationships:

  • Set Data[Planned Date] and DimData[Date] relationship
  • Set Data[Completed Date] and DimData[Date] relationship
  • Set both relationships as inactive

 

Measures:

 

CountPlanned =

    CALCULATE (

        COUNT([Planned Date]),

        USERELATIONSHIP ( Data[Planned Date], 'DimDate'[Date] )

    )

Note: Counts Number of Planned Completions per date and sets Planned Date to DimDate[Date] as the active relationship

 

CountCompleted =

    CALCULATE (

        COUNTROWS ( Data ),

        USERELATIONSHIP ( Data[Completed Date], 'DimDate'[Date] ),

        Data[Completed Date] <> BLANK ()

       

    )

Note: Counts Number of Completed Locations per date, filters out the blanks, and sets Completed Date to DimDate[Date] as the active relationship

 

Scheduled Plan =

VAR CumulativeTotal =

    CALCULATE (

        [CountPlanned],

        FILTER ( ALLSELECTED ( DimDate ), DimDate[Date] >= MIN ( DimDate[Date] ) )

    )

RETURN

    IF(CumulativeTotal>0,CumulativeTotal,0)

Note: If Statement - takes the chart to zero instead of quantity shown for the last date filled planned

 

Remaining =

VAR Last =

LASTNONBLANK ( Data[Completed Date], [Completed Date] )

    /* Defines the last completed date*/

VAR BeginningStart =

    COUNT ( Data[Location] )

    /* Defines starting value (returns column = count of locations) */

VAR CumulativeCompleted =

    CALCULATE (

        [CountCompleted],

        FILTER ( ALLSELECTED ( DimDate ), DimDate[Date] <= MAX ( DimDate[Date] ) )

    )

/* Cumulatively adds up as locations are completed (1,2, 2, 2, 3, 4 etc.) */

VAR DateColumn =

    SELECTEDVALUE(DimDate[Date])

    /*Sets the column to a variable so that we can reference it to another variable */

RETURN

    IF (

        DateColumn <= Last,

        BeginningStart - CumulativeCompleted,

        BLANK ()

    )

 

Linear Burn Rate =

VAR SprintStartDate =

    CALCULATE ( FIRSTDATE ( DimDate[Date] ), ALLSELECTED ( DimDate ) )

VAR DaysSinceStart =

    DATEDIFF ( SprintStartDate, MAX ( 'DimDate'[Date] ), DAY )

VAR BeginningStart =

    COUNT ( Data[Location] )

VAR SprintLength = 834

RETURN

    BeginningStart - DaysSinceStart * ( BeginningStart / SprintLength )BurnDown Visual.png

View solution in original post

3 REPLIES 3
millerkev22
Regular Visitor

FYI, I was able to figure it out. Here is my solution.

 

Have two tables:

  • Data table that comes from outside source and includes the following:
    • List of Locations
    • Planned Date – Note this is our planned dates
    • Completed Date – Note this is our completed dates
  • Date Table, named DimData, created within Power BI
    • DimDate = Calendar(DATE(2020,3,1),DATE(2022,6,12))

 

Managed Relationships:

  • Set Data[Planned Date] and DimData[Date] relationship
  • Set Data[Completed Date] and DimData[Date] relationship
  • Set both relationships as inactive

 

Measures:

 

CountPlanned =

    CALCULATE (

        COUNT([Planned Date]),

        USERELATIONSHIP ( Data[Planned Date], 'DimDate'[Date] )

    )

Note: Counts Number of Planned Completions per date and sets Planned Date to DimDate[Date] as the active relationship

 

CountCompleted =

    CALCULATE (

        COUNTROWS ( Data ),

        USERELATIONSHIP ( Data[Completed Date], 'DimDate'[Date] ),

        Data[Completed Date] <> BLANK ()

       

    )

Note: Counts Number of Completed Locations per date, filters out the blanks, and sets Completed Date to DimDate[Date] as the active relationship

 

Scheduled Plan =

VAR CumulativeTotal =

    CALCULATE (

        [CountPlanned],

        FILTER ( ALLSELECTED ( DimDate ), DimDate[Date] >= MIN ( DimDate[Date] ) )

    )

RETURN

    IF(CumulativeTotal>0,CumulativeTotal,0)

Note: If Statement - takes the chart to zero instead of quantity shown for the last date filled planned

 

Remaining =

VAR Last =

LASTNONBLANK ( Data[Completed Date], [Completed Date] )

    /* Defines the last completed date*/

VAR BeginningStart =

    COUNT ( Data[Location] )

    /* Defines starting value (returns column = count of locations) */

VAR CumulativeCompleted =

    CALCULATE (

        [CountCompleted],

        FILTER ( ALLSELECTED ( DimDate ), DimDate[Date] <= MAX ( DimDate[Date] ) )

    )

/* Cumulatively adds up as locations are completed (1,2, 2, 2, 3, 4 etc.) */

VAR DateColumn =

    SELECTEDVALUE(DimDate[Date])

    /*Sets the column to a variable so that we can reference it to another variable */

RETURN

    IF (

        DateColumn <= Last,

        BeginningStart - CumulativeCompleted,

        BLANK ()

    )

 

Linear Burn Rate =

VAR SprintStartDate =

    CALCULATE ( FIRSTDATE ( DimDate[Date] ), ALLSELECTED ( DimDate ) )

VAR DaysSinceStart =

    DATEDIFF ( SprintStartDate, MAX ( 'DimDate'[Date] ), DAY )

VAR BeginningStart =

    COUNT ( Data[Location] )

VAR SprintLength = 834

RETURN

    BeginningStart - DaysSinceStart * ( BeginningStart / SprintLength )BurnDown Visual.png

Thanks for the response. This helped get me in the direction, unfortunately I still have not been able to resolve the burn down chart.  See below for my progress, and where I still need help:

 

Here is what has been accomplished and works as planned:

I followed the link you provided to establish my Date table (referenced below as dimDate) and my active and non active relationships with the Planned and Completed Dates within Sheet 1.

 

I used the following to establish my burn down chart data for the Planned data:

CountPlanned = COUNT([Planned Date])

 

Cumulative Planned =
VAR CumulativeTotal =
    CALCULATE (
        [CountPlanned],
        FILTER ( ALLSELECTED ( DimDate), DimDate[Date] >= MIN ( DimDate[Date] ) )
    )
RETURN
    CumulativeTotal

 

Visualization:

Planned Visual.png

 

 

 

 

 

 

Here is what I can't figure out and still need assistance with:

I want to produce data that starts at 291 and trends down based on the Completed Date Column. I also need the data to stop at the last date entry so that it doesn't graph a straight line.  Below are a few measures that I have been toying with but can't seem to figure it out.

 

Completed = 
VAR CumulativeTotal2 =
    CALCULATE (
        COUNTROWS ( Sheet 1 ),
        USERELATIONSHIP ( Sheet 1[Completed Date)], 'DimDate'[Date] ),
        Sheet1[Completed Date] <> BLANK ()
    )
RETURN
    CumulativeTotal2

 

Cumulative Completed =
VAR CumulativeTotal3 =
    CALCULATE (
        [Completed],
        FILTER ( ALLSELECTED ( DimDate ), DimDate[Date] >= MIN ( DimDate[Date] ) )
    )
RETURN
    CumulativeTotal3

 

Here are the results that I'm seeing:

Completed Visual.png

 

 

 

 

 

 

 

 

 

 

 

I also attempted to reverse the cumulative Competed function by using <=MAX instead of >= MIN, then I subtracted the Cumulative Plan - Cumulative Completed function. This starts my values at 291, however doesn't stop at the last Completed Date. Below is the functions and results that I'm seeing for this.

Cumulative Completed2 =
VAR CumulativeTotal =
    CALCULATE (
        [CountPlanned],
        FILTER ( ALLSELECTED ( DimDate ), DimDate[Date] >= MIN ( DimDate[Date] ) )
    )
VAR CumulativeTotal2 =
    CALCULATE (
        [Completed],
        FILTER ( ALLSELECTED ( DimDate ), DimDate[Date] <= MAX ( DimDate[Date] ) )
    )
RETURN
    CumulativeTotal - CumulativeTotal2

Completed Visual2.png

 

Issue with my CompletedData2 is that it's not stopping after the last completed date. In addition, since it is taking the Planned Date - the Completed Dates, I will also have a continuous line throughout the dates.... Any help here is appreciated.

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