How to display when projects drop

[Lopezma]

I am trying to create a dashboard for project managers. I want to be able to display in a linegraph when projects will be closing by month. I have the names of the project managers the count of their projects and the forecasted closing date for their projects. I want to be able to display how many projects will be active for February, March and April for each project manager.   For example if Betty has 5 projects in January one will be closing in February. I want the graph to show she has 4 projects active in February.

[Sahir_Maharaj]

You may also want to consider adding a filter to the line graph so that users can select the month range they want to see.

Keep in mind that this is just one way to set up this type of dashboard and that the specifics may vary depending on the data and desired outcome.

Hope this helps 🙂

[Sahir_Maharaj]

6. Format the line graph to show the number of active projects on the Y-axis and the months on the X-axis.

[Sahir_Maharaj]

5. Drag the new calculated column to the "Values" field well of the line graph visual.

[Sahir_Maharaj]

4. Create a new calculated column with a formula that will count the number of active projects for each project manager by month. You can use the COUNTIFS() function to do this.

[Sahir_Maharaj]

3. Drag the "Forecasted Closing Date" field to the "Values" field well of the line graph visual.

[Sahir_Maharaj]

2. Drag the "Project Manager" field to the "Axis" field well of the line graph visual.

[Sahir_Maharaj]

1. Create a new line graph visual in your dashboard

[Sahir_Maharaj]

To create a dashboard that displays the number of active projects for each project manager by month, you can use a line graph visual in Power BI.

Here's one way to set it up:

1. Create a new line graph visual in your dashboard.
2. Drag the "Project Manager" field to the "Axis" field well of the line graph visual.
3. Drag the "Forecasted Closing Date" field to the "Values" field well of the line graph visual.
4. Create a new calculated column with a formula that will count the number of active projects for each project manager by month. You can use the COUNTIFS() function to do this.
5. Drag the new calculated column to the "Values" field well of the line graph visual.
6 Format the line graph to show the number of active projects on the Y-axis and the months on the X-axis.

[Lopezma]

Thank you Sahir. I will attempt this weekend and let you know how it goes. I appreciate the guidance. I am self-taught with Powerbi, so I am slow at this.