3 month rolling data visual

[ArslanManzoor]

Hello!

Please can someone help with a problem I am having with Power BI. I have 2 tables below (data sources), the first table is showing the time taken to do tasks A and B over a few months, this data is continuously added to through an app. The second table is showing the targets we have for the time taken to do tasks A and B.

I would like to create the following visual in Power BI from the 2 tables, where the 'current' column provides the average time over the past month (from date of viewing the report), and the 3 columns on the right automatically roll-over to show the average times for the past 3 months from the date of viewing the report. For example in January it should show data for October, November and December. Today it should show data for February, March, April.

I also want to be able to conditionally format each 'cell' under the 'Current' column and each of the rolling month columns, so that the cell turns red if it's above 5% of the target, yellow if within 5% of target (above or below), and green if over 5% below target.

Desired output in Power BI

Table 1 (Data source)

Task	Date	Time taken
A	02-Sep-20	42
A	02-Oct-20	45
A	04-Sep-20	42
B	02-Sep-20	65
B	02-Oct-20	64
B	04-Sep-20	62
B	04-Oct-20	65
B	05-Nov-20	56
B	06-Nov-20	67
B	06-Dec-20	58
B	06-Dec-20	58
B	09-Nov-20	62
B	09-Oct-20	57
A	04-Oct-20	38
A	05-Nov-20	42
A	06-Nov-20	41
A	06-Dec-20	42
A	06-Dec-20	40
A	05-Jan-21	42
A	06-Jan-21	41
A	07-Jan-21	41
B	08-Jan-21	63
B	09-Jan-21	62
B	10-Jan-21	61
A	05-Feb-21	41
A	06-Feb-21	38
A	07-Feb-21	37
B	08-Feb-21	63
B	09-Feb-21	58
B	10-Feb-21	59
A	05-Mar-21	42
A	06-Mar-21	41
A	07-Mar-21	41
B	08-Mar-21	62
B	09-Mar-21	62
B	10-Mar-21	62
A	05-Apr-21	44
A	06-Apr-21	41
B	07-Apr-21	62
B	08-Apr-21	62
A	05-May-21	42
A	06-May-21	42
A	07-May-21	42
B	08-May-21	65
B	09-May-21	61

Table 2 (Targets)

Task	Target
A	40
B	60

Thanks very much in advance!

[Pricey79]

@Jihwan_Kim Hello, I'm replying on behalf of Arslan. He has said:

Great, thanks  , the conditional formatting now works.

However I have just noticed my table columns have reordered into alphabetical order, any way to resolve this? 

Also, under each column, the same value is repeated across as per the screenshot attached. How would I fix this please?

[Jihwan_Kim]

Hi, @Pricey79 

Thank you for your feedback.

Please share your sample pbix file's link here, then I can try to look into it to find out the cause of the problem.

Thanks.

[Jihwan_Kim]

Hi, @ArslanManzoor 

Please check the below picture and the sample pbix file's link down below.

All measures are in the sample pbix file.

In order to show "Current" in the column in Matrix Visualization, I suggest creating an Axis table to show it like below.

Time Taken Avg for Visualization =

VAR todaymonthyear =

CALCULATE (

MAX ( 'Calendar'[Month & Year] ),

FILTER ( ALL ( 'Calendar' ), 'Calendar'[Date] = TODAY () )

)

VAR previousmonthendoftoday =

EOMONTH ( TODAY (), -1 )

VAR fourmonthbeforeenddate =

EOMONTH ( TODAY (), -4 )

RETURN

SWITCH (

TRUE (),

SELECTEDVALUE ( AxisTable[Month & Year] ) = "Current",

CALCULATE (

[Time Taken Avg],

FILTER ( ALL ( 'Calendar' ), 'Calendar'[Month & Year] <> todaymonthyear )

),

MAX ( 'Calendar'[Date] ) <= previousmonthendoftoday

&& MIN ( 'Calendar'[Date] ) > fourmonthbeforeenddate,

CALCULATE (

[Time Taken Avg],

DATESINPERIOD (

'Calendar'[Date],

EOMONTH ( MAX ( 'Calendar'[Date] ), -1 ),

-3,

MONTH

)

)

)

https://www.dropbox.com/s/gwid24yyo4isxtx/arslanmanzoor.pbix?dl=0 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM

[ArslanManzoor]

Hi @Jihwan_Kim 

Thanks very much for your response!

How do I create an axis table? is this a custom visual? 

[Jihwan_Kim]

Hi, @ArslanManzoor 

Thank you for your feedback.

It is created manually based on the needs.

If your actual model size is big, you can create it by using the table-creating DAX function. 

If your actual model size is relatively not big, you can create it by excel and import it, Or you can create it in Power Query Editor. When the size is relatively not big, I prefer creating it in Power Query Editor.

Thanks.

[ArslanManzoor]

Hi @Jihwan_Kim ,

Thank you for your quick response! 

I'm relatively new to Power BI so struggling to implement your DAX formula/axis table approach with my data. Is there a way I can combine the 2 files so I can just feed my data into your visual?

I also want to be able to conditionally format each 'cell' under the 'Current' column and each of the rolling month columns, so that the cell turns red if it's above 5% of the target, yellow if within 5% of target (above or below), and green if over 5% below target. Is this possible with the table you created?

Thanks again for your help!

[Jihwan_Kim]

Hi, @ArslanManzoor 

I am not sure how your real data model looks like, but in my opinion, if your table 1 and table 2 has the same table structure as above, then, you can open my pbix file and replace the data with yours. If the date range is larger, then you need to fix the calendar table and axis table to include your date range.

If it is OK with you, please share your table1 and table2, then I can try to look into it to come up with a more accurate solution.

Thank you.

[ArslanManzoor]

Thanks @Jihwan_Kim , I have managed to get the table to work for my data. 

Is there a solution for my conditional formatting question above I can use in this table?

[Jihwan_Kim · Accepted solution]

Hi, @ArslanManzoor 

Please check the below steps.

Write a measure something like below.

Conditional Format measure =

SWITCH (

TRUE (),

[Time Taken Avg for Visualization]

> 1.05 * SELECTEDVALUE ( Target[Target] ), 1,

[Time Taken Avg for Visualization]

<= 1.05 * SELECTEDVALUE ( Target[Target] )

&& [Time Taken Avg for Visualization]

>= 0.95 * SELECTEDVALUE ( Target[Target] ), 2,

[Time Taken Avg for Visualization]

< 0.95 * SELECTEDVALUE ( Target[Target] ), 3

)

Setup like below.

https://www.dropbox.com/s/gwid24yyo4isxtx/arslanmanzoor.pbix?dl=0 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM

[amitchandak]

@ArslanManzoor , Create a common task table.  and a date table, use task from the common table 

Rolling 3 before 1 = CALCULATE(sum(Table[Time taken]),DATESINPERIOD('Date'[Date ],eomonth(MAX('Date'[Date]),-1),-3,MONTH))

target = sum(Target[Target])