Forum Discussion
Open, Closed, Overdue tracking
- 1 year ago
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 | LinkedInIf this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.
- 1 year ago
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!
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!