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AndrewKalungi's avatar
AndrewKalungi
New Member
1 year ago
Solved

Open, Closed, Overdue tracking

Could some one assist with a way I can track Open, Closed and Overdue actions items. In my data, I have an intial date, due date and closed date but I want to highlight items that are Open, Closed and Overdue action items. 

  • Hello AndrewKalungi 

     

    You can create a calculated column

    Action Status =

    SWITCH(

        TRUE(),

        ISBLANK('YourTable'[Closed Date]) && TODAY() > 'YourTable'[Due Date], "Overdue",

        ISBLANK('YourTable'[Closed Date]), "Open",

        NOT(ISBLANK('YourTable'[Closed Date])), "Closed"

    )

     

    Thanks,
     Pankaj Namekar | LinkedIn

    If this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.

  • Hello AndrewKalungi 

    Welcome to the Microsoft Fabric Forum. Also thank you pankajnamekar25 for your contribution .
     

    Regarding the tracking of  Open, Closed and Overdue actions items. Create a calculated Column using the below DAX:
     

    While I may not have full visibility into the specific structure of your dataset, I have created a sample .pbix file to demonstrate one possible approach to implementing the desired logic.

    Status =
    
    VAR TodayDate = TODAY()
    
    RETURN
    
        SWITCH(
    
            TRUE(),
    
            NOT(ISBLANK('Table'[Closed Date])), "Closed",
    
            ISBLANK('Table'[Closed Date]) && 'Table'[Due Date] < TodayDate, "Overdue",
    
            ISBLANK('Table'[Closed Date]) && 'Table'[Due Date] >= TodayDate, "Open"
    
        )
    


     

     I’ve included relevant screenshot and attached the .pbix file for your reference. Please take a moment to review them and see if this solution aligns with your requirements.




    If this doesn’t fully meet your needs, could you kindly share a sample of your data and more detailed context? That would help us provide a more accurate solution.

     

    If this response resolves your query, kindly mark it as Accepted Solution to help other community members. A Kudos is also appreciated if you found the response helpful.

     

     

    Thank You!

     

5 Replies

  • Hello AndrewKalungi 

     

    You can create a calculated column

    Action Status =

    SWITCH(

        TRUE(),

        ISBLANK('YourTable'[Closed Date]) && TODAY() > 'YourTable'[Due Date], "Overdue",

        ISBLANK('YourTable'[Closed Date]), "Open",

        NOT(ISBLANK('YourTable'[Closed Date])), "Closed"

    )

     

    Thanks,
     Pankaj Namekar | LinkedIn

    If this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.

  • v-karpurapud's avatar
    v-karpurapud
    Community Support

    Hello AndrewKalungi 

    Welcome to the Microsoft Fabric Forum. Also thank you pankajnamekar25 for your contribution .
     

    Regarding the tracking of  Open, Closed and Overdue actions items. Create a calculated Column using the below DAX:
     

    While I may not have full visibility into the specific structure of your dataset, I have created a sample .pbix file to demonstrate one possible approach to implementing the desired logic.

    Status =
    
    VAR TodayDate = TODAY()
    
    RETURN
    
        SWITCH(
    
            TRUE(),
    
            NOT(ISBLANK('Table'[Closed Date])), "Closed",
    
            ISBLANK('Table'[Closed Date]) && 'Table'[Due Date] < TodayDate, "Overdue",
    
            ISBLANK('Table'[Closed Date]) && 'Table'[Due Date] >= TodayDate, "Open"
    
        )
    


     

     I’ve included relevant screenshot and attached the .pbix file for your reference. Please take a moment to review them and see if this solution aligns with your requirements.




    If this doesn’t fully meet your needs, could you kindly share a sample of your data and more detailed context? That would help us provide a more accurate solution.

     

    If this response resolves your query, kindly mark it as Accepted Solution to help other community members. A Kudos is also appreciated if you found the response helpful.

     

     

    Thank You!

     

  • v-karpurapud's avatar
    v-karpurapud
    Community Support

    Hi AndrewKalungi 

    May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

    Thank you.

  • v-karpurapud's avatar
    v-karpurapud
    Community Support

    Hi AndrewKalungi 

    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 and give a 'Kudos' so other members can easily find it.

    Thank you.

  • v-karpurapud's avatar
    v-karpurapud
    Community Support

    Hi AndrewKalungi 

    I hope this information is helpful. Please let me know if you have any further questions or if you'd like to discuss this further. If this answers your question, please Accept it as a solution and give it a 'Kudos' so others can find it easily.

    Thank you.