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mhanne's avatar
mhanne
Frequent Visitor
5 years ago
Solved

Mark Project as Complete with Completion Date Using Activity Status and Completion Date

Hello,

I cannot figure out how to create these two columns I need:

  • "Project Status" to mark Projects as complete if all if it's activities are complete
  • "Project Completion Date" to use the most recent activity completion date as a project completion date

My data looks like this

Project IDActivity IDActivity Status

Person Assigned

Activity Completion Date
1aCompleteMike10/1
1bCompleteMike10/3
1aCompleteBrent10/1
1bCompleteBrent10/5
2aCompleteMike10/3
2bCompleteMike10/4
2aCompleteBrent10/3
2bActiveBrent 

So I need the "Project Status" column to say "Complete" for Project 1 and "Active" for project 2 based on the "Activity Status Column." I also need a "Project Completion Date" column to calculate the completion date for the project based off of the latest Activity Completion Date (10/5 for project 1). 

Any help would be appreciated! 

  • mhanne , Try new columns like

     

    project Status =
    var _1 = countx(filter(Table, [Project_id] = earlier([Project_id]) && [Activity Status] = "Active"),[Activity ID])

    return
    if(isblank(_1) , "Complete", "Active")

     

    project Date =
    countx(filter(Table, [Project_id] = earlier([Project_id]) && [project Status] = "Complete"),[Date])

3 Replies

  • mhanne , Try new columns like

     

    project Status =
    var _1 = countx(filter(Table, [Project_id] = earlier([Project_id]) && [Activity Status] = "Active"),[Activity ID])

    return
    if(isblank(_1) , "Complete", "Active")

     

    project Date =
    countx(filter(Table, [Project_id] = earlier([Project_id]) && [project Status] = "Complete"),[Date])

  • mhanne's avatar
    mhanne
    Frequent Visitor

    amitchandak 

    Thank you SO MUCH! The first column worked perfectly, but I am having some issues with the second.

    With my fields, it looks like this:

    ProjectCompleteDate = countx(filter('Live Feed', [projectid] = earlier([projectid]) && [ProjectStatus] = "Complete"),[reviewcompleteddate])
    When I put it in, it prompted me to add .[DATE] after the [reviewcompleteddate], but did not change the outcome. It would not let me enter just [DATE] by itself.
    The issue is the the column is returning a count of the number of actvities in each project rather than the most recent review completed date. Am I doing something wrong?
    Again, thank you so much for your help this is really saving me! 
    • SLiMformatie's avatar
      SLiMformatie
      New Member

      For the Project Date measure, use MAXX instead of countx:
      project Date =
      MAXX(filter(Table, [Project_id] = earlier([Project_id]) && [project Status] = "Complete"),[Date])