Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

Reply
Quarto
Regular Visitor

Sum data within a date range

Hello Community!

 

First time poster here. I have read the guidance on how to ask questions so hopefully I have provided enough information - but please let me know if not!

 

My data looks like this: 

Project NameJNClientStageStatusCombined StatusStart DateWeeksEnd DateFTE
Project 1123456DStage 5/6AppointedStage 5/6 Appointed05/12/2023509/01/20240.5
Project 1123456DStage 5/6Not AppointedStage 5/6 Not Appointed15/01/20241529/01/20240.75
Project 2789012BStage 3AppointedStage 3 Appointed12/11/20231526/11/20230.75
Project 3345678FStage 1/2AppointedStage 1/2 Appointed18/03/20243016/04/20240.4
Project 3345678FStage 1/2Not AppointedStage 1/2 Not Appointed17/04/20242521/05/20240.6
Project 4901234AStage 5/6AppointedStage 5/6 Appointed01/02/20244011/04/20241
Project 5567890CStage 4AppointedStage 4 Appointed28/02/20241008/05/20240.6
Project 5567890CStage 4Not AppointedStage 4 Not Appointed19/05/20242007/10/20240.8
Project 6234567EStage 1/2AppointedStage 1/2 Appointed15/12/20232507/06/20240.8
Project 6234567EStage 4AppointedStage 4 Appointed08/06/20243007/07/20240.6
Project 7345678FStage 4AppointedStage 4 Appointed21/02/20242017/04/20240.5
Project 8678901AStage 5/6AppointedStage 5/6 Appointed10/03/20243514/05/20240.7
Project 9789012CStage 1/2AppointedStage 1/2 Appointed01/11/20233030/11/20230.6
Project 9789012CStage 1/2AppointedStage 1/2 Appointed01/12/20232019/01/20240.4
Project 9789012CStage 3Not AppointedStage 3 Not Appointed20/01/20241503/02/20240.5
Project 10890123DStage 3AppointedStage 3 Appointed05/02/20242025/03/20240.7

 

I plotted the projects on a Gantt chart and assigned the FTE value as the 'resource' so that it could be viewed on the associated data bar. But I would like to be able to calculate the sum of the FTE values at any given date:

Quarto_0-1709470347802.png

I'd like to be able to plot FTE on a stacked area chart or something similar. Ideally I'd also be able to see this sum at the bottom of a visual like the Gantt chart one above, but I'm not sure if that's possible? 

 

I have a calendar table in my report and the following relationships:

Quarto_1-1709470671013.png

Thanks in advance!

1 ACCEPTED SOLUTION

Hi think you are a little bit confused.
First of all you have 2 dates. Start and end.
So wich date you want to use to show in the stacked area chart?
If you use the start date the result will be this:

lucadelicio_0-1710081885435.png

As attachment the pbix.
For the second if you don't explain the way to split the FTE values in week how you can will do it?
Before go in power bi you have to set all the logical rules.
Then with the rules set you can go on power bi to do what you need.
The right visual for your data is wath you have yet built.
If you have a value with a range you have to use the gantt.

Luca D'Elicio

View solution in original post

5 REPLIES 5
Quarto
Regular Visitor

Hi Luca,

 

Thanks for your help. Here is the link for wetransfer: https://we.tl/t-PeWboKmcz4

 

Any help would be greatly appreciated!

thank you for the file but for me it's not clear th result that you want.
Can you explain better or put some images? tx

Luca D'Elicio

Hi Luca,

Apologies. Here is what I would like to see on the report. The first is a stacked area chart with FTE on the y-axis and the Date on the x-axis. 

Quarto_0-1710081200959.png

It would also be great if I could get something like the Gantt chart visual I used here but with a way to sum the FTE at intervals of one week, as I've added to the image below.

Quarto_1-1710081275107.png

Thank you for your help with this!

Hi think you are a little bit confused.
First of all you have 2 dates. Start and end.
So wich date you want to use to show in the stacked area chart?
If you use the start date the result will be this:

lucadelicio_0-1710081885435.png

As attachment the pbix.
For the second if you don't explain the way to split the FTE values in week how you can will do it?
Before go in power bi you have to set all the logical rules.
Then with the rules set you can go on power bi to do what you need.
The right visual for your data is wath you have yet built.
If you have a value with a range you have to use the gantt.

Luca D'Elicio
lucadelicio
Super User
Super User

Hi, Please put the pbix file (better) or the data file xlsx on wetransfer.com, and the image of the result that you want.

So the community will help you easly.

Thank you 

Luca D'Elicio

Helpful resources

Announcements
LearnSurvey

Fabric certifications survey

Certification feedback opportunity for the community.

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.