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DavidM6051
Regular Visitor

Power-Bi with a data-source (DWH)

I'm new to Power-Bi and just need help creating a new custom columns.
The one I need help with is:
I have a table already containing;
* Name (over 100 names)
* Start date (when they started)
* Activities (2 different activities, that are named already, that need to be completed)

 

What I need is a clustered column chart to show:
Across a timeline, how many people (Name) need to complete Activity 1 in 30 days
Across the same timeline how many people need to complete Activity 2 in 7 months

 

The chart should then show: (for example)
In March there are 3 Activity 1's planned and 10 Activity 2's
In April there are 10 Activity 1's planned and 20 Activity 2's
In May....
In June....
Etc.

 

The Activities will both need a formula for the dates (30 days for Activity 1 and 7 months for Activity 2)

That is where I get lost with creating this one 😞 

 

Really appreciate any help with this.

1 ACCEPTED SOLUTION

Hi @DavidM6051 ,

 

1. Try to add a new custom column in power query:

if [Activity Name] = "2.4 -Session 1" then  Date.AddMonths([Start Date],1) else if [Activity Name] = "9.8 - Final session" then  Date.AddMonths([Start Date],7) else null

Vlianlmsft_0-1646894014747.png

2. Create a disconnected calendar table 

Table 2 = CALENDAR(MIN('Table'[Start Date]),MAX('Table'[End Date]))

3. Create a measure like below:

A = 
CALCULATE(COUNTX(FILTER('Table',[Start Date]<=MAX('Table 2'[Date]) 
&&'Table'[End Date]>MAX('Table 2'[Date])),('Table'[Name])))

Vlianlmsft_1-1646894105763.png

 


Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

5 REPLIES 5
amitchandak
Super User
Super User

@DavidM6051 ,
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Thanks @amitchandak is the sample data okay in a CSV file format?

NameStart DateActivity Name
A29/06/20212.4 -Session 1
A29/06/20219.8 - Final session
29/06/20212.4 -Session 1
29/06/20219.8 - Final session
C29/06/20212.4 -Session 1
C29/06/20219.8 - Final session
D29/06/20212.4 -Session 1
D29/06/20219.8 - Final session
E29/06/20212.4 -Session 1
F29/06/20212.4 -Session 1
G29/06/20212.4 -Session 1
G29/06/20219.8 - Final session
H23/09/20219.8 - Final session
I23/09/20219.8 - Final session
L23/09/20212.4 -Session 1
M23/09/20212.4 -Session 1
J19/10/20212.4 -Session 1
J19/10/20219.8 - Final session
N19/10/20212.4 -Session 1
O19/10/20212.4 -Session 1
P19/10/20212.4 -Session 1
K23/11/20212.4 -Session 1
Test Tester23/11/20212.4 -Session 1
Test Tester23/11/20219.8 - Final session

So as you can see @amitchandak some people have 1 activity (session 1 or final session) and some have both (session 1 and final session).

If session 1 needs to be completed by end of month 1 and the final session needs to be completed by month 7... how do I visualize this in a timeline chart?

 

I'm guessing that I would need a formla in a new column to add the dates?

Hi @DavidM6051 ,

 

1. Try to add a new custom column in power query:

if [Activity Name] = "2.4 -Session 1" then  Date.AddMonths([Start Date],1) else if [Activity Name] = "9.8 - Final session" then  Date.AddMonths([Start Date],7) else null

Vlianlmsft_0-1646894014747.png

2. Create a disconnected calendar table 

Table 2 = CALENDAR(MIN('Table'[Start Date]),MAX('Table'[End Date]))

3. Create a measure like below:

A = 
CALCULATE(COUNTX(FILTER('Table',[Start Date]<=MAX('Table 2'[Date]) 
&&'Table'[End Date]>MAX('Table 2'[Date])),('Table'[Name])))

Vlianlmsft_1-1646894105763.png

 


Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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