Help calculating purchasing requisitions backlog per month

[tomasrcm]

Hi! I need help to calculate a monthly indicator related to open purchasing requisitions backlog for each month. Today, when a Purchasing requisition does not have a Purchase Order, we consider it in "Open" status, while when the PR has a PO, it has a "closed" status. 

I want to calculate how many Open PRs I had at the last working day of each month. But the problem is that I cannot maintain the picture of the indicator for previous months. I can only calculate based on current picture.

Any recommendations? the data base is pretty basic:

PR number - PR creation date -  PO number - Purchase Order creation date  - Status (open - closed).

thanks!

[v-jianpeng-msft]

Thank you @amitchandak 

Hi, @tomasrcm 

Based on your description, I have created a sample data as follows:

First, use WeekDay to create a new calculated column, and calculate that the pr date corresponds to the day of the week (1-7).

WeekNum = WEEKDAY('Table (2)'[PR creation date],1)
Is working day = IF('Table (2)'[WeekNum]<=6,"Yes","No")

Use the following DAX to calculate the number of prs on weekdays with status open:

Measure = COUNTAX(FILTER('Table (2)','Table (2)'[Is working day]="Yes"&&'Table (2)'[Status]="Open"),'Table (2)'[PR creation date])

Put the year and month in the table visual and put this measure in alongside:

I've provided the PBIX file for this use below.

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If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

Best Regards

Jianpeng Li

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[tomasrcm]

thanks @v-jianpeng-msft! My main problem is that the requsitions will change status over time. For example, by end of May PR 1003 could be open and will be shown in the indicator as open, but if during June is closed I will not be able to know how many open PRs I had by end of May because the indicator will change. 

I will need like a "snapshot" of end of may to compare it with the end of june indicator

thanks for the response!

I have attached the complete table I am using in case it provides more clarity.

[v-jianpeng-msft]

Hi, @tomasrcm 

Thank you very much for your reply. After you import the data into Power BI, you can display and process the imported data, but Power BI does not have a data snapshot function like a database, it is a report display software. I think the best way to do this is to save your data for different months as different files and then import it into Power BI and then go through the previous DAX expression, calculate the difference so that you can understand how each month compares.

Best Regards

Jianpeng Li

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

[amitchandak]

@tomasrcm , if there are not dates like start and end. Then you need to create snapshots 

DAX append approach should help

https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-...
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/

[tomasrcm]

thanks @amitchandak! My main problem is that the requsitions will change status over time.

I will need like a "snapshot" of end of may to compare it with the end of june indicator. thanks for the suggestion!