Need help coonecting caselaod status spanning date range

Hi arjans14 ,

Given your setup with two relationships to the date table (one active and one inactive for start and end dates), here's a concise action plan to help you visualize client progress through different quarters:
1. Use a Matrix Visualization: Since you're already looking into a matrix visualization, ensure it's configured to display your caseload statuses across the quarters. The matrix visual is ideal for this purpose as it supports a stepped layout, which can effectively display data across multiple dimensions (statuses and time).
Visualization types in Power BI - Power BI | Microsoft Learn
2. Manage Relationships: Ensure that the relationships between your caseload data and the date table are correctly set up to reflect the active and inactive statuses with the appropriate start and end dates.
Create and manage relationships in Power BI Desktop - Power BI | Microsoft Learn
3. DAX Measures for Status Count: Create DAX measures to count the number of caseloads in each status for every quarter. You'll need measures that can calculate the count of active, completed, and waitlisted statuses based on the quarter.
4. Visualize and Analyze: Once you have your matrix set up with the appropriate relationships and DAX measures, you should be able to visualize the progress of clients through different quarters.

The exact program will have to be tailored to your situation, and without sample data I can only offer these suggestions. If you can, please provide us with sample data with the privacy content removed!

Best Regards,
Dino Tao
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