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byrnes
New Member

# of projects, per month/year/assignee, via status based on multiple milestone dates

Good morning Power BI users and forum! New here, read through the best practices guide, and will try to do my best in order to get the best help I can get!

Our project work flow is as such (for assignees) - essentially every time a project moves into a new status, a new date/time stamp is created:
- Status: Ready for Work, Date/Time Stamp: Date Assigned (Production)

- Status: In Progress, Date/Time Stamp: Date Started (Production)

- Status: Ready for Work (QA), Date/Time Stamp: Date Assigned (QA) [and/or] Date Completed (Production)

- Status: In Progress (QA), Date/Time Stamp: Date Started (QA)

- Status: Awaiting Approval, Date/Time Stamp: Date Assigned (BM) [and/or] Date Completed (QA)

- Status: Approval in Progress, Date/Time Stamp: Date Started (BM)
- Status: Closed, Date/Time Stamp: Date Completed (BM)

 

Goal:
Make a clustered column chart visual that shows how many projects (using distinct of Ticket ID) are in each status per month, during that month (ie if a project was in 'In Progress' during June, it needs to be categorized as such - aka, has a Date Started (Production) date but not a Date Completed (Production) Date in June). This is easy to deduce logically, but I cannot convert it into a measure like I have for much simpler tasks.

Untitled.png

 

What I've tried:

Status can be reverse engineered by hand based on which dates have values and then sorting them into which month they were in during each status. I can get a single status to work, for example checking how many projects were closed every month for a 12 month block. But then once I try to drop more than one of these measures into a visual, since they rely on two different date columns as conditions, the visual seemingly becomes over complex if not outright breaks.

 

 

Approved Projects per Month per Assignee = CALCULATE(COUNT('Projects'[Ticket ID]),ALLEXCEPT('Projects','Projects'[Date Completed (BM)].[Year],'Projects'[Date Completed (BM)].[Month],'Projects'[Assignee]))

 

 

I have attached a link to the .pbix file on google:
https://drive.google.com/file/d/1FPQV-GNYYZSsFk8wAVq-_PgDALtJd3ug/view?usp=drive_link

1 REPLY 1
foodd
Super User
Super User

To help the forum members further analyze your current state and visualize your issue, could you please provide:

  • Your work-in-progress PBIX file, using sanitized data if necessary
  • The following YouTube video on how to anonymize data in a Power BI file: https://www.youtube.com/watch?v=VmWD7Ayw_NI
  • For a  reader who is unfamiliar with your business or use case, please add any additional details which may help add meaningful logic or a solution.

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