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texasagtom
Frequent Visitor

Develop a planned progress line for use with planned vs actual

I am relatively new to Power BI and have an issue I cannot seem to resolve with similar posts. I am running a project where the tasks belong to phases that have start and end dates.  I need to develop a planned progress line that is filterable by phase so that evaluation of planned vs actual can be determined.  The order of completion of the tasks within the phase is not important - hence no 'planned' dates are assign - only to the phase they belong to.

TaskPhaseStartEnd
a12/1/201910/15/2019
b35/1/20196/1/2020
c22/1/201912/20/2019
d12/1/201910/15/2019
e22/1/201912/20/2019
f22/1/201912/20/2019
g12/1/201910/15/2019
h35/1/20196/1/2020
i35/1/20196/1/2020
j35/1/20196/1/2020
k12/1/201910/15/2019
l12/1/201910/15/2019
m22/1/201912/20/2019
n35/1/20196/1/2020
o12/1/201910/15/2019
p12/1/201910/15/2019
q22/1/201912/20/2019
r22/1/201912/20/2019
s12/1/201910/15/2019
t22/1/201912/20/2019
u22/1/201912/20/2019
v22/1/201912/20/2019
w22/1/201912/20/2019
x12/1/201910/15/2019
y12/1/201910/15/2019
z22/1/201912/20/2019

 

Thanks in advance for any guidance!

6 REPLIES 6
v-yiruan-msft
Community Support
Community Support

Hi @texasagtom,

Sorry that I'm not clear about your requirement... Could you please provide your desired result in the form of screenshot or table? Thank you.

Best Regards

Rena

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Greg_Deckler
Super User
Super User

@texasagtom Not exactly sure what you want as output. This may help: https://community.powerbi.com/t5/Quick-Measures-Gallery/Open-Tickets/td-p/409364

 

If not, Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


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@Greg_Deckler  @v-yiruan-msft  = Thank you so much for the interest/reply and apologies for being too vague. I will try again.  My main table has several tasks that belong to one of 24 phases.  Each phase has start and end dates, but the individual tasks, however, are not assigned individual planned completion dates - merely dates associated with the phase they are a part of.  I need to develop (either by calculated column or by measure) a way to determine the planned progress (displayed as a line graph) that pays attention to the start and end dates assigned to each task and that supports the cumulative nature of phase overlap so that I can graph planned progress, actual progress and eventually recovery forecasted line as a function of actual progress. This also should be filterable so that I can evaluate planned vs actual for each individual phase.  Here's a snapshot of data, current graph and desired end state graph:
data.jpgCurrent report showing actual progressCurrent report showing actual progressDesired End StateDesired End State

Determining how to model the 'planned line' without actual task planned completion dates is my biggest hurdle.  Actual completion dates are added as tasks are completed and once I figure out the planned, the revised estimate is an iteration of the planned - just from a different starting point. Thanks again for any thoughts or ideas.

 

Very Respectfully,

Tom

Hey OP, did you find a solution to this? I'm trying to work it out myself?

Did you find a solution for this? I have the same problem 

Hmm, @texasagtom I have a whole chapter of my book dedicaed to project metrics, Chapter 8, let me see if I can find anything that applies. Seems like a planned value type of calculation.


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External Tools: MSHGQM
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The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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