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I manage a master project list that is updated six times daily. It's becoming challenging to distinguish between new and existing projects. This master list is utilized by multiple teams, and projects move from one team to another based on the workflow. I need to track the count of existing cases, new cases, and the number of projects transitioning between teams.
HI @abhishek_2025 ,
To track new projects, existing projects, and transitions between teams in Power BI, you need a structured dataset with Project ID, Timestamp, and Team Assigned. A new project is one that appears in the latest update but was not in previous updates, which requires comparing project IDs over time. Existing projects are those that continue to appear across multiple updates. To track projects transitioning between teams, you need to compare the assigned team in different timestamps if a project was handled by one team in a previous update and is now assigned to another, it indicates a transition. Structuring the data with these elements allows for clear tracking and reporting.
If possible can you please provide a sample structed data set/s, so that i can replicate it.
Show me your no sensitive data how it look like now, so i'll try to do some adjustments to attend your needs.
Please find the same.
Date | Project ID | Phase | Country | Team Workflow |
31-1-25 7:56 AM | 2024M1038959 | Phase-2 | GERMANY | Review |
31-1-25 7:56 AM | 2024M1069736 | Phase-2 | GERMANY | Review |
31-1-25 7:56 AM | 2024M1073584 | Phase-2 | FINLAND | Review |
31-1-25 7:56 AM | 2024M1092111 | Phase-2 | GERMANY | Review |
31-1-25 7:56 AM | 2024M1093398 | Phase-2 | SWEDEN | Review |
31-1-25 7:56 AM | 2025M1008955 | Urgent Cases | UNITED STATES | Intake |
31-1-25 7:56 AM | 2024M1104818 | Phase-2 | DENMARK | Review |
31-1-25 11:05 AM | 2023M1117911 | Urgent Cases | UNITED STATES | Finalization |
31-1-25 11:05 AM | 2024M1038959 | Phase-2 | GERMANY | Review |
31-1-25 11:05 AM | 2024M1069736 | Phase-2 | GERMANY | Review |
31-1-25 11:05 AM | 2024M1073584 | Phase-2 | FINLAND | Review |
31-1-25 11:05 AM | 2024M1092111 | Phase-2 | GERMANY | Review |
31-1-25 11:05 AM | 2024M1093398 | Phase-2 | SWEDEN | Review |
31-1-25 2:09 PM | 2023M1117911 | Urgent Cases | UNITED STATES | Finalization |
31-1-25 2:09 PM | 2024M1038959 | Phase-2 | GERMANY | Review |
31-1-25 2:09 PM | 2024M1069736 | Phase-2 | GERMANY | Review |
31-1-25 2:09 PM | 2024M1073584 | Phase-2 | FINLAND | Review |
31-1-25 4:56 PM | 2024M1038959 | Phase-2 | GERMANY | Review |
31-1-25 4:56 PM | 2024M1040202 | Phase-1 | AUSTRALIA | Data Entry |
31-1-25 4:56 PM | 2024M1013689 | Phase-2 | UNITED KINGDOM | Data Entry |
31-1-25 4:56 PM | 2024M1069736 | Phase-2 | GERMANY | Review |
31-1-25 4:56 PM | 2024M1073584 | Phase-2 | FINLAND | Review |
31-1-25 4:56 PM | 2024M1092111 | Phase-2 | GERMANY | Review |
31-1-25 4:56 PM | 2024M1007964 | Phase-2 | UNITED KINGDOM | Shared |
Can you please provide an example?
something like this will be helpful. Below this, i can add a table to show the project/s meta data.
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