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js1965's avatar
js1965
Regular Visitor
3 years ago
Solved

View Item Completion Percentages Month to Month

Hello All,

I am of course new to this forum and new to PowerBi.  I thank you all for patience and help before, I of course, ask for help.

 

Ultimately my goal is review Monthly Work Order completion percentages for only those Work Orders opened or “ Reported that month” and subsequently closed or “Finished “ that same month.

 

Some by by products are:

 

Work Orders created each month based on “Report Date”.

Work Orders completed each month based on “Actual Finish” Date.

 

What is the best way to approach this?

I have a sample data set below:

Work Order NumberReport DateActual Finish
21-45471410/22/202111/1/2021 
21-45475910/22/202111/1/2021 
21-46175310/28/202111/3/2021 
21-46176210/28/202111/4/2021 
21-46176410/28/202111/2/2021 
21-46176610/28/202111/2/2021 
21-46176810/28/202111/2/2021 
21-46177010/28/202111/4/2021 
21-46177210/28/202111/3/2021 
21-46181610/28/202111/2/2021 
21-47056111/5/202111/12/2021 
21-47056511/5/202111/12/2021 
21-47056711/5/202111/10/2021 
21-47056911/5/202111/9/2021 
21-47057111/5/202111/9/2021 
21-47057511/5/202111/9/2021 
21-47057911/5/202111/12/2021 
21-47058311/5/202111/10/2021 
21-47058511/5/202111/10/2021 
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  • olgad's avatar
    olgad
    3 years ago

    Hi, 
    in Power Query add the custom column 

    if Date.StartOfMonth([Report Date])=Date.StartOfMonth([Actual Finish]) then 1 else 0

     

    That will tell you which projects were opened and closed in the same month. 

     

    then, create DAX

    % = Divide(Sum(WorkOrder[samemonth]), Count(WorkOrder[Work Order Number]))

     

2 Replies

  • olgad's avatar
    olgad
    Icon for Resident Rockstar rankResident Rockstar
    3 years ago

    Hi, 
    in Power Query add the custom column 

    if Date.StartOfMonth([Report Date])=Date.StartOfMonth([Actual Finish]) then 1 else 0

     

    That will tell you which projects were opened and closed in the same month. 

     

    then, create DAX

    % = Divide(Sum(WorkOrder[samemonth]), Count(WorkOrder[Work Order Number]))

     

    • js1965's avatar
      js1965
      Regular Visitor
      3 years ago

      THANKS!...I was so lost in the weeds. Thanks for the quick response.