Forum Discussion
Creating a dynamic task list for recurring reports in Power Query (Power BI)
I have figured it out on my own with a little patience. Thank for your help.
This can be closed.
Hi rusty19,
Set up a working-day date table and use rules instead of fixed dates to define reports and task templates. Generate report periods, expand tasks over those periods, and group them by Report and Period. For each group, calculate task dates in order, considering working-day logic and task dependencies. This approach results in a dynamic task calendar that is reliable and refresh-safe.
List.Accumulate - PowerQuery M | Microsoft Learn
How to GROUP BY or summarize rows - Power Query | Microsoft Learn
What is Power Query? - Power Query | Microsoft Learn
Thank you.
Hello,
I feel like this is going in the right direction, however I am having a hard time with the important part which is creating the recurrences, etc.
In your reply above you say:
"Set up a working-day date table and use rules instead of fixed dates to define reports and task templates..." I can confirm that I have this. Then you say:
"... Generate report periods, expand tasks over those periods, and group them by Report and Period..." this is the part I need help with. I have looked at 2 of the links you provided, but I am not sure I understand how to use them for my situation.
Is it possible to get more details. Let me know if you need more info.
thx!