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cstamp76
Regular Visitor

ENGINEERING PROGRESS GRAPH

 

hello guys

I kindly ask your support to solve an issue i'm struggling with.

I'm new to PowerBI, but the tool is awesome and pretty quickly I've been creating an handy dashboard to track the progress of some engineetring activities I'm involved in.

 

I have list of items with releted qty (structral steel) with planned, forecast and actual date of submission for client review, for both 1st issue and 2nd issue (final). see below example

 

My goals:

  1. - group the qty by month, and calculate the cumulative qty
  2. represent everyhing in a "Line and stacked column chart", showing both monthly and cumulative in PLANNED/FORECAST/ACTUAL conditions. 

Last but not least, the **bleep** actual and **bleep** fore shall be connected (actual line ends where forecast line starts) - actuals shown as solid line, forcast in dotted line.

 

any helps would be highly appreciated, indeed!

 

thanks

 

cstamp76_0-1673717578475.png

 

1 ACCEPTED SOLUTION
v-yangliu-msft
Community Support
Community Support

Hi  @cstamp76 ,

 

Here are the steps you can follow:

1. Select the 6 columns – Transform – Unpivot Columns.

vyangliumsft_0-1673835263957.png

2. Create calculated column.

Table1 =
VAR _COLUMN=
{"HISTO","LINE"}
VAR _TABLE1=
DISTINCT('Table'[Attribute])
RETURN
CROSSJOIN(
    _TABLE1,_COLUMN)

vyangliumsft_1-1673835263960.png

3. Create calculated column.

Sep - 22 =
SWITCH(
    TRUE(),
    'Table1'[Value]="HISTO",
    SUMX(
        FILTER(ALL('Table'),
       'Table'[Attribute]='Table1'[Attribute]&& YEAR('Table'[Value])=2022&&MONTH('Table'[Value])=9),[QTY(TONS)]),
    'Table1'[Value]="LINE",
     SUMX(
        FILTER(ALL('Table'),
      'Table'[Attribute]=EARLIER('Table1'[Attribute])&& 'Table'[Value]<=EOMONTH(DATE(2022,9,1),0)),[QTY(TONS)]))
Oct - 22  =
SWITCH(
    TRUE(),
    'Table1'[Value]="HISTO",
    SUMX(
        FILTER(ALL('Table'),
       'Table'[Attribute]='Table1'[Attribute]&& YEAR('Table'[Value])=2022&&MONTH('Table'[Value])=10),[QTY(TONS)]),
    'Table1'[Value]="LINE",
     SUMX(
        FILTER(ALL('Table'),
      'Table'[Attribute]=EARLIER('Table1'[Attribute])&& 'Table'[Value]<=EOMONTH(DATE(2022,10,1),0)),[QTY(TONS)]))
Nov - 22 =
SWITCH(
    TRUE(),
    'Table1'[Value]="HISTO",
    SUMX(
        FILTER(ALL('Table'),
       'Table'[Attribute]='Table1'[Attribute]&& YEAR('Table'[Value])=2022&&MONTH('Table'[Value])=11),[QTY(TONS)]),
    'Table1'[Value]="LINE",
     SUMX(
        FILTER(ALL('Table'),
      'Table'[Attribute]=EARLIER('Table1'[Attribute])&& 'Table'[Value]<=EOMONTH(DATE(2022,11,1),0)),[QTY(TONS)]))

4. Result:

vyangliumsft_2-1673835263961.png

 

Best Regards,

Liu Yang

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

View solution in original post

2 REPLIES 2
v-yangliu-msft
Community Support
Community Support

Hi  @cstamp76 ,

 

Here are the steps you can follow:

1. Select the 6 columns – Transform – Unpivot Columns.

vyangliumsft_0-1673835263957.png

2. Create calculated column.

Table1 =
VAR _COLUMN=
{"HISTO","LINE"}
VAR _TABLE1=
DISTINCT('Table'[Attribute])
RETURN
CROSSJOIN(
    _TABLE1,_COLUMN)

vyangliumsft_1-1673835263960.png

3. Create calculated column.

Sep - 22 =
SWITCH(
    TRUE(),
    'Table1'[Value]="HISTO",
    SUMX(
        FILTER(ALL('Table'),
       'Table'[Attribute]='Table1'[Attribute]&& YEAR('Table'[Value])=2022&&MONTH('Table'[Value])=9),[QTY(TONS)]),
    'Table1'[Value]="LINE",
     SUMX(
        FILTER(ALL('Table'),
      'Table'[Attribute]=EARLIER('Table1'[Attribute])&& 'Table'[Value]<=EOMONTH(DATE(2022,9,1),0)),[QTY(TONS)]))
Oct - 22  =
SWITCH(
    TRUE(),
    'Table1'[Value]="HISTO",
    SUMX(
        FILTER(ALL('Table'),
       'Table'[Attribute]='Table1'[Attribute]&& YEAR('Table'[Value])=2022&&MONTH('Table'[Value])=10),[QTY(TONS)]),
    'Table1'[Value]="LINE",
     SUMX(
        FILTER(ALL('Table'),
      'Table'[Attribute]=EARLIER('Table1'[Attribute])&& 'Table'[Value]<=EOMONTH(DATE(2022,10,1),0)),[QTY(TONS)]))
Nov - 22 =
SWITCH(
    TRUE(),
    'Table1'[Value]="HISTO",
    SUMX(
        FILTER(ALL('Table'),
       'Table'[Attribute]='Table1'[Attribute]&& YEAR('Table'[Value])=2022&&MONTH('Table'[Value])=11),[QTY(TONS)]),
    'Table1'[Value]="LINE",
     SUMX(
        FILTER(ALL('Table'),
      'Table'[Attribute]=EARLIER('Table1'[Attribute])&& 'Table'[Value]<=EOMONTH(DATE(2022,11,1),0)),[QTY(TONS)]))

4. Result:

vyangliumsft_2-1673835263961.png

 

Best Regards,

Liu Yang

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

hello @v-yangliu-msft  thank you for your reply.

i will definitly try your solution. one thing probably misleading in my original table.

the column "Graph" in the final summary table was not actually referring to any values. that was intended to clarify the type of graph I would like to use for progress tracking

so the values to be shown in the graph are those under the column "ISSUES" - 1st SUBMISSION Planned monthly, 1st SUBMISSION forecast monthly, 1st SUBMISSION actual monthly etc.

 

thank you very much!

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