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Danielwood's avatar
Danielwood
Helper I
3 years ago
Solved

PBI Glide Path

Hi all,

I'm looking to create a sort of glide path within PBI.

 

Currently I have a host of unique references, each of which has an entry in target year, and target quarter. So 2023 in one, and Qtr 4 in the other for example.

 

What I'm hoping to do is have all my unique references down the left, then a time line across the bottom, and plot where each h entry falls.

 

I know this would need some form of concatenation, and potentially a rule to say if 2023 and qtr 4 m, say the date is 15/11/2023 as middle of that quarter. 

 

Open to any potential ways to make this work. I'm excel I have it as a simple table with my dates listed as the year and quarter, then conditional formatting to highlight the box where date at the top matches the date for that reference. 

 

Thanks

Tips and Tricks
  • rubayatyasmin's avatar
    rubayatyasmin
    3 years ago

    HI, Danielwood 

     

     

    Here is the possible way in PBI:

    1. Install Gantt chart visual: Find and install the Gantt chart. 

    2. Combine Year & Quarter: Create a new column combining year and quarter in the Power Query editor using a formula like Date.StartOfQuarter(#date([Year], if [Quarter] = "Qtr 1" then 1 else if [Quarter] = "Qtr 2" then 4 else if [Quarter] = "Qtr 3" then 7 else 10, 15)).

    3. Create Gantt Chart: In the Gantt chart visual, use your new "Start of Quarter" field as the "Start Date" and your unique references field as "Values".

    Your unique references will be on the left and a timeline at the bottom, each entry plotted based on its start date.

     

1 Reply

  • rubayatyasmin's avatar
    rubayatyasmin
    Community Champion
    3 years ago

    HI, Danielwood 

     

     

    Here is the possible way in PBI:

    1. Install Gantt chart visual: Find and install the Gantt chart. 

    2. Combine Year & Quarter: Create a new column combining year and quarter in the Power Query editor using a formula like Date.StartOfQuarter(#date([Year], if [Quarter] = "Qtr 1" then 1 else if [Quarter] = "Qtr 2" then 4 else if [Quarter] = "Qtr 3" then 7 else 10, 15)).

    3. Create Gantt Chart: In the Gantt chart visual, use your new "Start of Quarter" field as the "Start Date" and your unique references field as "Values".

    Your unique references will be on the left and a timeline at the bottom, each entry plotted based on its start date.