Forum Discussion
Project-based relative dates
It sounds like the granularity of your basic information is expense/by project/by day understanding that all days might not be filled in for all projects
and you say you want to compare "similar projects", meaning projects that take the same number of days
so if you had a measure that returned the total number of days for a given project
you could do a report based on your project table that listed the number of days
you might want to expand your definition of "similar" to be "within 5 days of each other"
so then you could use the https://www.daxpatterns.com/dynamic-segmentation/ dynamic segmentation pattern to group your projects into buckets: 1-10 days, 1-15 days, etc
you could then add a measure that for a given project calculated which bucket it was in
if you put a slicer on a report that listed your buckets, when the user clicked on a bucket, they could see a list of the projects that fell into that bucket
you might want to add an estimated end date to projects that are still running, so you could assign them to a bucket as well. that would involve calculating the percent of their bucket they had consumed.
very interesting project. if you'd like to go over the options, i'd love to do a screen share. send me an email at [email protected]
Thanks
and thanks for the tip on the dynamic segmentation! That will really help to be able to slice those "job types" into more user-friendly custom categories. I appreciate it!