Show future records?

[guyatisk]

Quick question.  We have a reporting power bi that shows progress towards certifications.  Employees are signed up for certain cert paths and each certification has several tasks. Tasks need to be complete before the cert is finished. There is a separate report for managers to see if any data is missing.  If a date goes by and certain fields are blank, they will show up in this report.  Now management wants to check future dates, like next month.  There are not records because no data has been entered for the future, but the employees are in the certification path, so they think they should show up, but with no data. Basically they want a list of people in the filtered certification with no data.  Does this make sense?  Would this be something like a left outer join for the relationship? I don't want to tell them this is not possible if there are no records.

[v-binbinyu-msft · Accepted solution]

Hi @guyatisk ,

Please try below steps:

1. Create a Future Dates Table: You'll need a table that lists all future dates where tasks are expected to be completed. This can be a simple date table that extends into the future.

2. Use DAX to Create a Measure or Calculated Column: You can create a measure or calculated column that checks for the existence of task data for each employee against the future dates. If no data exists, it can return a placeholder value (e.g., "No Data"). This measure can then be used in your reports to display the desired information.

3. Visualize in Power BI: Use the above setup to create a report  that filters based on the certification path and shows all employees, highlighting those with "No Data" for future tasks.

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.