Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Project release every month

Hi Community,

 

I am working to develop a report for a project releases scenarios.

 

There are some projects that have a release date(due date on which project will be released).

I need to show two tables in my power BI report

 

i) First table 'Current Month' contains projects to be released this month 

ii) Second Table 'Next Month' contains projects to be released next month.

 

This is simple. I created a flag for current month and applied a filter of current month flag =true.

 

But the requirement is 

 

If the release date passes, then the 'current month' release table should show the next month releases and the 'next month' table should show the next to next month projects

Example:

 

Today is 1/31/2024

Project P1 has release date = 1/30/204

As the release date has passed the 'current month' table should now show projects for Februray release in 'Current month' Table and

'Next month' table should show Projects to be released in 'March'. This will change every ttime when the release date passes (Regardless of the project status).

 

Any help will be greatly appriciated!

 

Thanks in advance!!

7 Replies

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi ryan_mayu,

       

      Thank you for your reply!

       

      Here's the Example data.

       

      Data source(Excel File)

       

      Expected Output when Current Date < 2/15/2024

      Current Month:

       

      Next Month

       

      Expected Output (irrespective of Project Release Status)When Current Date > 2/15/2024 (i.e. Release Date passes)

       

      Current Month:

       

      Next Month:

      Explanation:

       

      Today = 2/1/2024

      So Current Release will be projects Due in February and Next Release will be Projects due in March.

      But as soon as February due date of the projects passes, Current Release will be proojects due in March and Next Release will be projects due in April.

       

      Note: Release Date for all the projects in a month will be same. (e.g. 2/15/2024 for all the projects due in Feb)

       

      Hope this helps!

       

       

       

  • Anonymous 

    pls create two measures and add each measure to the visual as a filter

    Measure = if(day(today())<15, if(year(max('Table'[release date]))=year(today())&&month(max('Table'[release date]))=month(today()),1),if(year(max('Table'[release date]))=year(today())&&month(max('Table'[release date]))=month(today())+1,1))
     
    Measure 2 = if(day(today())<15, if(year(max('Table'[release date]))=year(today())&&month(max('Table'[release date]))=month(today())+1,1),if(year(max('Table'[release date]))=year(today())&&month(max('Table'[release date]))=month(today())+2,1))
     
     
    • Anonymous's avatar
      Anonymous
      Not applicable

      Thank you so much for your help!! I really appriciate it!!

       

      The only problem left is with you measure ( if(day(today())<15), if I replcae 15 with the day(releasedate), I need to use the max or min function. like 

      if(day(today()<day(max(ReleaseDate)). Because this will evalute for each month I combined it with month and the formula now is

      Measure = if(day(today()) < day(max(Sheet1[Release Date]))&&  MONTH(TODAY())=month(max(Sheet1[Release Date])), if(year(max(Sheet1[Release Date]))=year(today())&&month(max(Sheet1[Release Date]))=month(today()),1),if(year(max(Sheet1[Release Date]))=year(today())&&month(max(Sheet1[Release Date]))=month(today())+1,1))
       
      This results in 

      How can we not include #4 as #2 and #3 have not been released yet.

       

      Thanks!!!

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi ryan_mayu

       

      Thank you so much for your reply! I really appriciate this!!

       

      The only problem left is in this part of your formula    if(day(today())<15), I replaced this with the day of the released date like if(day(today()) < day(max(RelaseDate)) but as this will evaluate for each month I combimed it with month(max(ReleasedDate)) condition.

      Now the formula is 

       

       Measure = if(day(today()) < day(max(Sheet1[Release Date]))&&  MONTH(TODAY())=month(max(Sheet1[Release Date])), if(year(max(Sheet1[Release Date]))=year(today())&&month(max(Sheet1[Release Date]))=month(today()),1),if(year(max(Sheet1[Release Date]))=year(today())&&month(max(Sheet1[Release Date]))=month(today())+1,1))

       

      This results in

      Not sure how to NOT include #4 as #2 and #3 have not been released yet.

       

      Thanks!!