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GJUDGE
Helper II
Helper II

Tracking Month on Month Project Status

Hi, 

 

I am a PowerBI novice and trying to recreate a table which I have in excel that shows the status of a group of projects from one month to the next. I've tried to summarise this below.

 

I have tried appending the two monthly tables but I can't work out how to group each months data separately in a single Power BI output. At the moment, my output table is capturing the project's latest status across both months, when this may have changed. 

 

Any help would be appreciated (I'd also appreciate really straightforward explanations!)

 

January   
ProjectStatusOutput 
AFeasibility40 
BPlanning100 
CFeasibility50 
DPre-Planning75 
    
February   
ProjectStatusOutput 
APre-Planning50 
BConstruction100 
CFeasibility50 
DPlanning75 
    
    
Desired Output   
Project StatusOutput in FebOutput in JanMonthly Variance
Feasibility5090-40
Pre-Planning5075-25
Planning75100-25
Construction100-100
TOTAL27526510

 

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @GJUDGE ,

 

You could specify the column to group and the desired output in Power Query Editor.

11.PNG

1212.PNG

Then in Home tab, Merges Queries>>Merge Queries as new.

222.PNG

3323.PNG

Finally, create a column performing calculations on the Power BI Desktop.

desired output = Merge1[Output] - Merge1[January.Count]

333.PNG

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

Best Regards

Community Support Team _ Polly

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @GJUDGE ,

 

You could specify the column to group and the desired output in Power Query Editor.

11.PNG

1212.PNG

Then in Home tab, Merges Queries>>Merge Queries as new.

222.PNG

3323.PNG

Finally, create a column performing calculations on the Power BI Desktop.

desired output = Merge1[Output] - Merge1[January.Count]

333.PNG

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

Best Regards

Community Support Team _ Polly

amitchandak
Super User
Super User

@GJUDGE , if they are two tables, create two common tables, project and status and join with both tables and analyze the data together , you can use measure from both table and use them in visual against common dimension

 

 

refer if needed

https://www.sqlbi.com/articles/the-importance-of-star-schemas-in-power-bi/

 

Bridge Table: https://www.youtube.com/watch?v=Bkf35Roman8&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=19

 

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