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Magdelicia
Frequent Visitor

Link 2 dates and count all projects related to them

Hi i'm working on my Project management Dashboard and now i'm trying to represent a tricky KPI.

 

Quick explanation : Before a project is a "project" we have opportunities with vendors. Those opportunities has different stages : Start, In progress, Qualified, Validated or Out.  

 

- A project is a validated opportunity which actually started.

- Qualified mean there is a great chance that this opportunity become a project in the future. 

 

So i want to represent a bar graph which show 1) the percentage of qualified opportunities, 2) the percentage of validated opportunities and 3) the percentage of projects who started not long ago.

 ss.PNG

 

 

 

 

 

 

I have 1 DB called PROJECTS_DB with :

1) DateStartOpportunity (ex: opportunity created on 06/06/2017)

2) DateCloseOpportunity (ex: opportunity closed on 07/07/2017)

3)TypeOpportunity (Start, In progress, Qualified, Validated or Out)

4)DateStartProject (ex: Project 1 start on 07/07/2017)

5)ProjectName

 

So in Power BI, I created 3 measures  :

1) Qualified opportunies =

CALCULATE ((COUNT('PROJECTS_DB[typeOpportunity)), FILTER(PROJECTS_DB','PROJECTS_BD'[typeOpportunity]= "Qualified"))

 

2) Validated opportunies =

CALCULATE ((COUNT('PROJECTS_DB[typeOpportunity)), FILTER(PROJECTS_BD','PROJECTS_DB'[typeOpportunity]= "Validated"))

 

3) Started Projects 

IF((DateStartProject= DateStartOpportunity, COUNT('PROJECTS_DB[ProjectName]),VALUE('PROJECTS_DB'[ProjectName])),0)

 

My third formula is my problem. I want to link a Project with an opportunity. I want him to understand that each time  DateClosedOppounity  = DateStartProject he should count how much projects there is.

 

But it doesn't work

1 ACCEPTED SOLUTION
v-caliao-msft
Microsoft Employee
Microsoft Employee

@Magdelicia,

 

Create a calculated column.
CheckDate =  IF(DateStartProject= DateStartOpportunity,1,0)

Then create a measure 

Started Projects 
CALCULATE ((COUNT('PROJECTS_DB[typeOpportunity)), FILTER(PROJECTS_BD','PROJECTS_DB'[CheckDate]= 1))

 

Regards,

Charlie Liao

View solution in original post

3 REPLIES 3
v-caliao-msft
Microsoft Employee
Microsoft Employee

@Magdelicia,

 

Create a calculated column.
CheckDate =  IF(DateStartProject= DateStartOpportunity,1,0)

Then create a measure 

Started Projects 
CALCULATE ((COUNT('PROJECTS_DB[typeOpportunity)), FILTER(PROJECTS_BD','PROJECTS_DB'[CheckDate]= 1))

 

Regards,

Charlie Liao

Thank you! 

Magdelicia
Frequent Visitor

Someone please?

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