Shipment and order status tracking

[Anonymous]

Hi All,

I am stuck here,

Is it possible to develop visuals in power bi to define the status of order similar to Amazon order tracking system??

i have the necessary data for each step of process the start and the end time, my thinking about the chart can be similar to amazon tracking system, when we enter the order no it will show the status of the order completion and show the current step where the order is waiting now.

any help, opinion or alternative ideas for similar cases are welcome and appreciated.

looking forward to your help.

Regards,Vint

[Syndicate_Admin]

1Z2333RAYN14843908

[jdbuchanan71]

Hello @Anonymous,

For your example we will still need an order status table that has the statuses with a number column that identifes the order they go through.  This table does not get linked to the order table however.

The order table will also need to have the order of the step it is on. 

In updated sample file (attached) I pulled the step to the order table from the order status table just using a LOOKUPVALUE

Status_Step = LOOKUPVALUE ( 'Order Status'[Status_Sort], 'Order Status'[Status], Orders[Status] )

Then we use a measure to read the current step the order is on and count the rows of status that are the same or earlier.

Measure = 
VAR _OrderStatus = SELECTEDVALUE ( Orders[Status_Step] )
RETURN 
IF ( NOT ISBLANK ( _OrderStatus ),
    COUNTROWS ( 
        FILTER ( 
            VALUES ( 'Order Status'[Status_Sort] ), 
            'Order Status'[Status_Sort] <= _OrderStatus ) 
    )
)

You do still have to pull the Status from the Status table into the chart and set the axis to show items with no data.

[parry2k]

@Cortana can you explain what didn't work otherwise it is hard to pinpoint the issue.

[Cortana]

Thank you for your support. @parry2k 

I have an opportunity history table from Salesforce. I was trying to track the stages.

There are many stage names in there, but my concern is only 6 of them. Those are-

1. 6 Qualification
2. 5 Solution Fit
3. 4 Evaluation
4. 3 Decision
5. 2 Negotiation
6. 1 Closed Won

There can be multiple stage names for an opportunity but the current stage for that opportunity should be the one having the latest Created Date. 

Logically all the opportunities should have started from 6 Qualifications and goes towards serially. But in this case, due to missing values, it was not possible to track all the opportunities from 6 Qualifications.  That is why some opportunities have started from other than 6 Qualifications.  

So what I want is-

If an opportunity starts from 4 Evaluation and the current stage is 2 Negotiation, It should show previous stages are completed. 

I watched your video. The data you used is different from mine. Here OpportunityID is Order & Stage Name is Order Status. Can you please have a look at my data and tell me if it is possible? 

[parry2k]

@Cortana I did a video on this, check it out here. https://youtu.be/6sMIwNqjJI4

✨ Follow us on LinkedIn and  to our YouTube channel

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make effort to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

[Cortana]

Great! @parry2k 

Thanks for the suggestion. I watched your videos and tried but it's not working like that. I have already asked a question here. Can you have a look, please?

[jdbuchanan71 · Accepted solution]

@Anonymous 

Something like this is doable

You need a table with the statuses and when you add it to the X axis you set it to show items with no data.  My sample file is attached.

[Anonymous]

Hello! Thank you for the great sample file.

I wanted to continue on it with my exported data from d365, however since its one status per sales order for me I cannot find a way to have it showing All previous statuses as they only have one status/sales order. :

Could you help me out finding a solution to this that would return ex. Canceled+Backorder if the Status is Backorder? Same for Delivered, Returns all Statuses like you have in yours 

Without having to add extra rows in the sales orders raw data 

[ivanjaen]

I'm having the same result with the added challenge that I cannot add columns to the source "orders" table but at least managed to get the "dot" 😄

[Cortana]

Hi there @Anonymous,

I was trying to do similar output but did not work out. Can you please help me with that please? 

[ivanjaen]

Did you get this sorted? 😮

[parry2k]

@Anonymous I think it is pretty much possible. can you share pbix file with sample data to put together a solution?