Visualize time period that documents are active in bar chart.

[Anonymous]

Hello, I have a dataset with documents that are currently being updated. The team needs to visualize the time period where they are the busiest by showing counts of active documents within specific time periods based on Planned Start Date and Planned Completion Date. In the below example for these three documents. I would like the chart to show a count of 1 document active in the month of August 2022, and 3 documents active from Sepetember 2022 - December 2022. I would like this to work for the hundreds of documents that are currently in the pipeline but this is a small sample of what I would like to achieve. Once this is done I would also like to bring the document type field into the legend. I would also like them to be able to drill up to Quarter or year and still have it only reflect the same numbers. Correct numbers for Q3 2022 would be 3 and Q4 2022 would be 3. 

[Anonymous]

Hi Yes, here is a sample dataset. I will follow this up with some sample outputs and charts that I am hoping to achieve. 

Sample Dataset

Index	Document Title	Document Type	Planned Start Date	Planned Completion Date
1	Sample Title 1	DOC	1/1/2022	4/1/2022
2	Sample Title 2	POL	3/3/2022	6/1/2022
3	Sample Title 3	WI	5/2/2022	7/31/2022
4	Sample Title 4	POL	8/1/2022	10/30/2022
5	Sample Title 5	SOP	11/25/2022	2/23/2023
6	Sample Title 6	WI	12/1/2022	3/1/2023
7	Sample Title 7	POL	1/1/2023	1/31/2023
8	Sample Title 8	DEV	2/5/2023	3/20/2023
9	Sample Title 9	SOP	6/1/2022	8/30/2022
10	Sample Title 10	FRM	4/1/2022	6/30/2022

Sample Monthly Active Doc Count Output Example.

Index	Document Title	Document Type	Jan-22	Feb-22	Mar-22	Apr-22	May-22	Jun-22	Jul-22	Aug-22	Sep-22	Oct-22	Nov-22	Dec-22	Jan-23	Feb-23	Mar-23
1	Sample Title 1	DOC	1	1	1	1	0	0	0	0	0	0	0	0	0	0	0
2	Sample Title 2	POL	0	0	1	1	1	1	0	0	0	0	0	0	0	0	0
3	Sample Title 3	WI	0	0	0	0	1	1	1	0	0	0	0	0	0	0	0
4	Sample Title 4	POL	0	0	0	0	0	0	0	1	1	1	0	0	0	0	0
5	Sample Title 5	SOP	0	0	0	0	0	0	0	0	0	0	1	1	1	1
6	Sample Title 6	WI	0	0	0	0	0	0	0	0	0	0	0	1	1	1	1
7	Sample Title 7	POL	0	0	0	0	0	0	0	0	0	0	0	0	1	0	0
8	Sample Title 8	DEV	0	0	0	0	0	0	0	0	0	0	0	0	0	1	1
9	Sample Title 9	SOP	0	0	0	0	0	1	1	1	0	0	0	0	0	0	0
10	Sample Title 10	FRM	0	0	0	1	1	1	0	0	0	0	0	0	0	0	0
		Active Doc Total	1	1	2	3	3	4	2	2	1	1	1	2	3	3	2

Sample Chart based on calculation: (I would also like to be able to drop Doc Type into the Legend)

Sample Qtr/Year Calc

Index	Document Title	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023
1	Sample Title 1	1	1	0	0	0
2	Sample Title 2	1	1		0	0
3	Sample Title 3	0	1	1	0	0
4	Sample Title 4	0	0	1	1	0
5	Sample Title 5	0	0	0	1	1
6	Sample Title 6	0	0	0	1	1
7	Sample Title 7	0	0	0	0	1
8	Sample Title 8	0	0	0	0	1
9	Sample Title 9	0	1	1	0	0
10	Sample Title 10	0	1	0	0	0
Example Result	Active Docs by Quarter	2	5	3	3	4

Sample Chart for Qtr/Year

[v-henryk-mstf]

Hi @Anonymous ,

Can you provide the relevant test data and screenshots with a description so that I can answer you as soon as possible?

Looking forward to your reply.

Best Regards,
Henry