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mic_user
Frequent Visitor

How to generate a table/matrix visual with Project ID as rows and Month (Start and End Date) as Col

By taking the sample data below as an example

 

mic_user_0-1742881894890.png

 

Is there a way to create a visual like below? (table, matrix, gantt chart etc) by using the start and end date of each project phase. When there's only a start or end date for a phase, we just need to use the individual month itself for the visual. A slicer for the year will be provided and hence would like to use only months as the column here.

 

mic_user_1-1742882168948.png

 

Thank you.

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Follow the technique explained this article to create one row for each month which falls between the start and end date - Generating Rows by Month for Date Ranges in Power Query | by Daniel Marsh-Patrick | Daniel Marsh-Pat....  Once this is done, writing DAX formulas and building your visual should be simple.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

8 REPLIES 8
Ashish_Mathur
Super User
Super User

Hi,

Follow the technique explained this article to create one row for each month which falls between the start and end date - Generating Rows by Month for Date Ranges in Power Query | by Daniel Marsh-Patrick | Daniel Marsh-Pat....  Once this is done, writing DAX formulas and building your visual should be simple.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thanks for this!

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
v-mdharahman
Community Support
Community Support

Hi @mic_user,

Thanks for reaching out to the Microsoft fabric community forum.

 

It looks like you want to do create a visual with its columns being Months of year. As @Ritaf1983 and @pankajnamekar25 both responded to your query, please mark the helpful reply as solution.

 

I would also take a moment to thank @Ritaf1983 and @pankajnamekar25, for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.

 

If I misunderstand your needs or you still have problems on it, please feel free to let us know.  

Best Regards,
Hammad.
Community Support Team

 

If this post helps then please mark it as a solution, so that other members find it more quickly.

Thank you.

Hi @mic_user,

As we haven’t heard back from you, so just following up to our previous message. I'd like to confirm if you've successfully resolved this issue or if you need further help.

If yes, you are welcome to share your workaround and mark it as a solution so that other users can benefit as well. If you find a reply particularly helpful to you, you can also mark it as a solution.


If you still have any questions or need more support, please feel free to let us know. We are more than happy to continue to help you.
Thank you for your patience and look forward to hearing from you.

Hi @mic_user,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution so that other community members can find it easily.


Thank you.

Ritaf1983
Super User
Super User

Hi @mic_user 
Yes, escept of merging sales.
But yuc can use colors amd conditional formatting for statuses.
Please refer to the linked guides :
https://www.youtube.com/watch?v=8pbFvBMT9L8

https://www.youtube.com/watch?v=SO4mk1H94OA

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

**The fist 2 very easy , the last more complexed.

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

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile
pankajnamekar25
Memorable Member
Memorable Member

Hello,

You can use the Gantt chart to show milestone based on differnt dates

Building a Gantt Chart using Power BI

 

Other way you can use Matrix chart as well with Dax logic

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