Forum Discussion

amaral_diego's avatar
amaral_diego
Helper II
1 year ago
Solved

How to Automatically Move Unfinished Projects to the Next Month in Power BI

In Power BI, I have a table that counts the number of projects that need to be completed by their due date. However, there is a need for projects that are not completed within the specified month to automatically move to the next month. For example, a project scheduled for January, if not completed by the due date, should automatically move to February, and so on, until I update it in my data source. Is there a way to do this in Power BI?

Need Help
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi amaral_diego ,

     

    I update the measure, you can try this one.

    AjustarData =
VAR _Today =
    TODAY ()
VAR _DATEDIFF =
    DATEDIFF ( 'Table'[Termino], TODAY (), DAY )
VAR _DATE1 =
    EOMONTH ( TODAY (), -1 ) + DAY ( 'Table'[Termino] )
VAR _DATE2 =
    EOMONTH ( _DATE1, 0 ) + DAY ( 'Table'[Termino] )
RETURN
    IF (
        'Table'[Status] = "Complete",
        'Table'[Termino],
        IF (
            'Table'[Termino] < _Today,
            IF ( _DATE1 < TODAY (), _DATE2, _DATE1 ),
            'Table'[Termino]
        )
    )

    Result of my sample is as below.

     

    Best Regards,
    Rico Zhou

     

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

     

12 Replies

  • Kaviraj11's avatar
    Kaviraj11
    Solution Sage
    1 year ago

    Hi,

    Here’s a general approach to get you started

     

    1. Add a Status Column: Ensure your data source has a column indicating whether a project is completed or not.

    2. Create a Calculated Column

      Here’s an example:

      AdjustedDueDate = 
IF(
    [Status] = "Completed", 
    [DueDate], 
    EOMONTH([DueDate], 1) + 1
)

      3. Create a Measure for Counting Projects

       

      Here’s an example measure:

      ProjectsDueThisMonth = 
CALCULATE(
    COUNTROWS(ProjectsTable),
    FILTER(
        ProjectsTable,
        YEAR([AdjustedDueDate]) = YEAR(TODAY()) &&
        MONTH([AdjustedDueDate]) = MONTH(TODAY())
    )
)

       

    • amaral_diego's avatar
      amaral_diego
      Helper II
      1 year ago

      I've tried this way below

      Created this Calculated Column

      DataAjustada =
      VAR DataInicial = f_Projetos[Termino]
      VAR MesesAdicionados = DATEDIFF(DataInicial, TODAY(), MONTH) + 1
      RETURN
      IF(
      DataInicial < TODAY(),
      EDATE(DataInicial, MesesAdicionados),
      DataInicial
      )

      and this measure below

      ProjetosAtrasadosPorMes =
      CALCULATE(
      COUNTROWS(
      FILTER(
      f_Projetos,
      f_Projetos[Termino] < TODAY() &&
      f_Projetos[Status] <> "Completo" &&
      f_Projetos[Status] <> "Despriorizado" &&
      f_Projetos[DataAjustada] >= EDATE(f_Projetos[Termino], 1)
      )
      ),
      USERELATIONSHIP(d_Calendario[Date], f_Projetos[DataAjustada])
      )
      It's almost working, the thing is, it showing the information on November column, 
      In my case, it should appear in October. It should move the overdue project to the following month, and here in my case the overdue projects are from September.

      Could help me to solve this

      • Kaviraj11's avatar
        Kaviraj11
        Solution Sage
        1 year ago

        Can you update with this 

         

        Here’s a revised version of your calculated column:

        DataAjustada =
VAR DataInicial = f_Projetos[Termino]
VAR MesesAdicionados = DATEDIFF(DataInicial, TODAY(), MONTH) + 1
RETURN
IF(
    DataInicial < TODAY(),
    EOMONTH(DataInicial, MesesAdicionados - 1) + 1,
    DataInicial
)
  • lbendlin's avatar
    lbendlin
    Super User
    1 year ago

    Remember that MAX( ) can take two parameters, not just one.

  • amaral_diego's avatar
    amaral_diego
    Helper II
    1 year ago

    I also have tried with M language, with this function below

    (AjustarData as nullable date) as nullable date =>
    let
    DataAtual = DateTime.LocalNow(),
    NovaData = if AjustarData <> null and AjustarData < DataAtual then Date.AddMonths(AjustarData, 1) else AjustarData
    in
    NovaData

    Then I go to "add column" and then "Invoke Custom Function"

    So I select the function I created and then it gives me the option to enter a date, or select a column. If I go by the column or select the column that has the end date "Termino", it creates the column but without being in the date format and with "Error" in all the lines. This is the code that is in the column.

    = Table.AddColumn(#"Erros Substituídos", "Nova Data - Conclusão", each fnAjustarDataConclusao([Termino]))

    Is there any way to adjust this, so that it creates the dates for the following month automatically?

    • Anonymous's avatar
      Anonymous
      Not applicable
      1 year ago

      Hi amaral_diego ,

       

      Are you trying to delay the end date of a project whose due status is not yet Complete by one month?

      Please try code as below to create a calculated column.

      AjustarData = 
VAR _DATEDIFF = DATEDIFF('Table'[Termino],TODAY(),Day)
RETURN
IF('Table'[Status] = "Complete",'Table'[Termino],IF('Table'[Termino]<TODAY(),EOMONTH(TODAY(),-1)+DAY('Table'[Termino]),'Table'[Termino]))

      Result of my sample is as below.

       

      Best Regards,
      Rico Zhou

       

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

       

       

      • amaral_diego's avatar
        amaral_diego
        Helper II
        1 year ago

        Hi, with this code is almost helped me, it worked to send all projects to the next moth, but, for example, now I've 6 projects delayed from september that is now send to october, although I've one deleyed in october and he still in octorber, is possible to sent him do november?

        If not, it's ok, I'll acept thi one as solution, thanks a lot.