Forum Discussion

stokidez's avatar
stokidez
Helper III
5 years ago

Running Total Help Needed Please

Hi,

 

I have a report which looks at the number of projects starting and closing over a period of time. This is simply looking at two different fields, Project Planned Start Date and Planned Contract Signed Date. There is a separate Date table which is linked to the main Project table.

 

 

I would like to add a third value to this visual which is a running total of current live projects. We have a status field in the dataset which would indicate whether a project is live or not and as above we could use the Planned Contract Signed Date to forecast whether a project would still be running in that particular month.

 

Could someone give me a hand with how to make this happen please? In layman terms, this is how I see the calculation:

 

TodayCount of Total Projects where Status = Live
1st JuneFigure above minus any projects due to complete within the timeframe of today and 1st June
1st JulyFigure above minus any projects due to complete within the timeframe of 1st June and 1st July
1st AugustFigure above minus any projects due to complete within the timeframe of 1st July and 1st August
1st SeptFigure above minus any projects due to complete within the timeframe of 1st August and 1st Sept
etc….. 

 

Thanks in advance!

5 Replies

    • stokidez's avatar
      stokidez
      Helper III

      No worries amitchandak , here is a very basic sample dataset. Assume the Projects listed below is the entire portfolio (10 Projects).

      Project Title     Planned Contract Signed Date
      Project A         29th May
      Project B         27th August 2021
      Project C         12th July 2021
      Project D         20th September
      Project E         3rd September
      Project F          2nd September
      Project G         25th May
      Project H         8th July
      Project I          16th July
      Project J          14th June

      What I would like to show on the first of every month in the visual is the number of current live projects. We can assume that if the date has not passed the Planned Contract Signed Date then the project is still live. Therefore, as an output I would expect to see.......

      Date                    Number of Live Projects              Remarks
      May 1st               10
      June 1st               8                                                  Project A and Project G have completed
      July 1st                7                                                  Project A, G and J have completed
      August 1st           4                                                  Project A, G, J, C, H and I have completed
      September 1st     3                                                  Project A, G, J, C, H, I and B have completed
      October 1st          0                                                 Project A, G, J, C, H, I, B, D, E, F have completed

       

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi stokidez ,

     

    Check the measure.

    Measure = CALCULATE(DISTINCTCOUNT('Table'[Project Title]),FILTER(ALL('Table'),'Table'[Planned Contract Signed Date]>=SELECTEDVALUE('calendar'[date])))

     

    Best Regards,

    Jay

    • stokidez's avatar
      stokidez
      Helper III

      Thanks Anonymous 

       

      I've added the measure as follows:

      Running Total Live Projects = CALCULATE(DISTINCTCOUNT('Procurement Plan'[Contract Title]),FILTER(ALL('Procurement Plan'),'Procurement Plan'[Planned Contract Signed Date]>=SELECTEDVALUE('Date Table'[Date])))
       
      However, despite there being projects with a Contract Signed Date, the number does not reduce. Where am I going wrong please?

       

       

       

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi stokidez ,

         

        I don't get the points through the screenshot, could you share the .pbix if you don't have any Confidential Information.

         

        Best Regards,

        Jay