List Alerts for Upcoming Milestones in Chart

[bw70316]

I am hoping to create a list of individuals who are about to reach specific milestones within our company. For example, a month before they have reached their 5 years at the company, I would like them to be added to a list and then removed from the list once their milestone has hit. 

PErson	Date Started	Milestone	Days until
Bob	9/20/2015	5 years	10
Cathy	9/20/2018	10 years	500+ days (would not show up)
Billy	9/20/2010	10 years	10 days

If this needs to be broken up into different columns for each milestone so be it, so the chart might look like:

Person	5 Years	Ten Years
Bob	yes	no
Billy	no	yes

And Cathy would only appear when her 10 year milestone is up. Please let me know if this is doable

[Greg_Deckler]

@bw70316 - I did this in 2 columns like below. PBIX attached under sig. You want Table, Column and Column 2. @ me if this is not what you are looking for.

Column = 
    VAR __Today = TODAY()
    VAR __Start = [Date Started ]
    VAR __Table = 
        {
            ("5 Years",(DATE(YEAR(__Start)+5,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("10 Years",(DATE(YEAR(__Start)+10,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("15 Years",(DATE(YEAR(__Start)+15,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("20 Years",(DATE(YEAR(__Start)+20,MONTH(__Start),DAY(__Start))-__Today)*1.)
        }
    VAR __DaysUntil = MINX(FILTER(__Table,[Value2]>0),[Value2])
RETURN
    __DaysUntil


Column 2 = 
    VAR __Today = TODAY()
    VAR __Start = [Date Started ]
    VAR __Table = 
        {
            ("5 Years",(DATE(YEAR(__Start)+5,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("10 Years",(DATE(YEAR(__Start)+10,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("15 Years",(DATE(YEAR(__Start)+15,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("20 Years",(DATE(YEAR(__Start)+20,MONTH(__Start),DAY(__Start))-__Today)*1.)
        }
    VAR __DaysUntil = MINX(FILTER(__Table,[Value2]>0),[Value2])
    VAR __Anniversary = MAXX(FILTER(__Table,[Value2]=__DaysUntil),[Value1])
RETURN
    __Anniversary

[bw70316]

I was getting a "An argument of function 'DATE' has the wrong data type or the result is too large or too small." That was the result of having blanks in my data. So I learned two things. I very much appreciate this post. Jedi Dax Master.

[v-lili6-msft · Accepted solution]

Hello @bw70316

Yes, this error is because it has a blank value for the [Start Date] column, so simply adjust the formula by the IF column as below screenshot shown:

Column = 
IF([Date Started ]=BLANK(),BLANK(),

VAR __Today = TODAY()
    VAR __Start = [Date Started ]
    VAR __Table = 
        {
            ("5 Years",(DATE(YEAR(__Start)+5,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("10 Years",(DATE(YEAR(__Start)+10,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("15 Years",(DATE(YEAR(__Start)+15,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("20 Years",(DATE(YEAR(__Start)+20,MONTH(__Start),DAY(__Start))-__Today)*1.)
        }
    VAR __DaysUntil = MINX(FILTER(__Table,[Value2]>0),[Value2])
RETURN
    __DaysUntil)

Column 2 = 
IF([Date Started ]=BLANK(),BLANK(),

VAR __Today = TODAY()
    VAR __Start = [Date Started ]
    VAR __Table = 
        {
            ("5 Years",(DATE(YEAR(__Start)+5,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("10 Years",(DATE(YEAR(__Start)+10,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("15 Years",(DATE(YEAR(__Start)+15,MONTH(__Start),DAY(__Start))-__Today)*1.),
            ("20 Years",(DATE(YEAR(__Start)+20,MONTH(__Start),DAY(__Start))-__Today)*1.)
        }
    VAR __DaysUntil = MINX(FILTER(__Table,[Value2]>0),[Value2])
    VAR __Anniversary = MAXX(FILTER(__Table,[Value2]=__DaysUntil),[Value1])
RETURN
 __Anniversary)

Best regards

Lin