Open, Closed, Overdue tracking

[AndrewKalungi]

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. 

[pankajnamekar25 · Accepted solution]

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]

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.

[v-karpurapud]

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]

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 · Accepted solution]

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!

[pankajnamekar25 · Accepted solution]

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.