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AndrewKalungi's avatar
AndrewKalungi
New Member
1 year ago
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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 an...
  • pankajnamekar25's avatar
    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 | LinkedIn

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

  • v-karpurapud's avatar
    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!