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kristi_in_heels
Helper II
Helper II

Gantt Chart Activity Tracking - Matrix Table

Hello,

 

I have created a matrix table, with measures to return a 1 or 0 value, and conditional formatting to colour the cells, to act as a gantt chart in my BI report.

 

Within this table there are a number of projects, each which have a set of 5 different activities, and each of those activities has a planned, and actual date of occurrence.

 

Currently the matrix is showing all activities coloured, on the same row, however I would like to stack the activities so the gantt shows a clear representation of planned against actual.

 

Currently the visual looks like this in Power BI:

kristi_in_heels_0-1692254226250.png

 

Ideally I would like to see something like this (example in excel for effect):

kristi_in_heels_1-1692254464886.png

 

 

Is this possible?

 

Thank you

 

5 REPLIES 5
kristi_in_heels
Helper II
Helper II

Thanks all

 

I managed to create a visual which works by generating a new table to draw the data from rather than using the source data. 

 

I now have a new question which is related to sort order.

 

As you see below, each project has a number of time stages and a number of phases. Each time stage (Budget / Planned / Forecast / Actual) has each of the Phases within those stages. (20 start/finish date sets per project in total).

 

My query is, how can I get the Time stage to stay in the order I want (as listed above) instead of defaulting to alphabetical; and second to that, how can I get the Phase to do the same.

 

Ideally, I want them ordered as:

 

PROJECT

BUDGET DATES

  • PFS
  • FS
  • EXE
  • PC
  • CO

PLANNED DATES

  • PFS
  • FS
  • EXE
  • PC
  • CO

(...etc)

 

kristi_in_heels_0-1692844086406.png

 

vanessafvg
Super User
Super User

this guy makes great power bi visual videos, recomend you give this one a watch.

 

https://www.youtube.com/watch?v=QugkBqc-jIs





If I took the time to answer your question and I came up with a solution, please mark my post as a solution and /or give kudos freely for the effort 🙂 Thank you!

Proud to be a Super User!




Thank you,

 

That is the exact clip I followed to build the matrix initially, but unfortunately it doesn't help me in splitting the activities across multiple rows.

aha, are you able to share your pbix?





If I took the time to answer your question and I came up with a solution, please mark my post as a solution and /or give kudos freely for the effort 🙂 Thank you!

Proud to be a Super User!




Thank you for your response.

 

Unfortunately I'm not able to upload the .pbix file due to sensitive company information.

 

If it helps to further decipher I have the matrix set up, with conditional formatting applied to change the colours of the matrix bar based on the current project phase result they return from the measure "CF Gantt" taken from the youtube clip suggested above and modified to suit my project phases:

 

CF Gantt =
VAR Start_Date =
CALCULATE(
    MIN('Worsley FY24_25 Budget Tollgates'[PFS]),
    REMOVEFILTERS ('Calendar')
)
VAR End_Date =
CALCULATE(
    MIN('All Projects'[CloseOutFinishDate_Forecast]),
    REMOVEFILTERS('Calendar')
)
VAR ProjectPeriod =
    MIN('Calendar'[Date])>= Start_Date
    && MIN('Calendar'[Date])<= End_Date
VAR ProjectStatus =
CALCULATE(
    min('All Projects'[ProjectPhaseDescription]),
    removefilters('Calendar')
)
VAR Result =
SWITCH(
    TRUE(),
    ProjectPeriod && ProjectStatus = "Pre-feasibilty", 1,
    ProjectPeriod && ProjectStatus = "Feasibilty", 2,
    ProjectPeriod && ProjectStatus = "Execution", 3,
    ProjectPeriod && ProjectStatus = "Practical Completion", 4,
    ProjectPeriod && ProjectStatus = "Closeout", 5
)
RETURN
    Result

 

 

The colours are working, but this is colouring the entire project line on the matrix. 

 

Currently, all activities for a project are stretched across the one single line, with no distinguishment between.  There are the 5 project phases above, but within each phase, there is a separate set of dates for budgeted / planned / forecast / actual.

 

I would like to see either:

 

1) Each of the date bars as an individual subheading activity under the project as a header on an individual line, (20 in total per project) or;

 

2) Each of the date groups (Budget / Planned / Forecast / Actual) combined into one single line item as a subheader to show the life of project across the 5 project phases. 

 

Eg:

PROJECT

BUDGET DATES

  • PFS
  • FS
  • EXE
  • PC
  • CO

PLANNED DATES

  • PFS
  • FS
  • EXE
  • PC
  • CO

(...etc)

 

Alternatively, if we can colour code each of the project activities, leaving them on the same line as currently set up, this would help to show progress instead.

 

Any tips are appreciated.

 

Closer snip of the Matrix set up:

kristi_in_heels_1-1692659670632.png

kristi_in_heels_3-1692659721176.png

 

 

 

Thank you

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