Customizable trend analysis for both point-in-time and cumulative data elements (pbix included)
Link to pbix download: https://childdevelop-my.sharepoint.com/:u:/g/personal/dhu_childdevelop_ca/EUl_HgKyoO1NmjwY1F0PypcBDF... In this sample dashboard, I included 3 sample data elements: # new referrals (cumulative) # clients currently waiting for service (point in time) average # days in service for active clients (point in time) I need to create a trand analysis visual for each of these data elements (plan to use line graph for cumulative and bar graph for point in time). The end users would like the following features: Customized date range and responsive point-in-time visuals: when users enter a start and end date (using a date slider slicer?), for example, if they enter 2021-04-01 to today, the "# clients currently waiting for service" visual will show number of clients that were waiting on 2021-04-01, 2021-05-01, 2021-06-01... etc. When a client is waiting on 2021-04-01, their referral date must be before or on 2021-04-01, and their start date must be after 2021-04-01. Customized date range and responsive cumulative visuals: when users enter 2021-04-01 to today, the "# referrals" visual will show number of cumulative referrals since 2021-04-01, this should be a trendline that always goes up If possible, have the option to switch between different time intervals (monthly, quaterly, yearly) for all the visuals. I think this could be achieved using date hierarchy and drill-down, but my end users tend to get confused by that and they want big buttons to click on. So another solution would be create separate visuals, and show/hide them using bookmarked buttons. Is there any other solution? The users want to be able to set the start date as any day of the month/quarter/year, and have the intervals fall on the same day. For example, if the interval is set to quarterly, and the user select "2021-03-02" as start date, the graph will show 2021-03-02, 2021-06-02, 2021-09-02, etc... if this is not possible, setting the dates to first day of the month/quarter/year within the selected time range is fine as well. Thanks so much! I look forward to discussing this with everyone 🙂
Date Value that Refers to all Previous Dates in Chart
Hello, hoping someone can help. I am looking to create a function that allows the month value displayed on a table to actually refer to all data on or before the month displayed. This is in order to simulate point in time compliance figures. For example, May 2021 would actually show all data from the end of May 2021 backwards. January 2021 would similarly show from the end of January 2021 backwards. Hope this helps explain my issues 🙂 Thanks
