Project RAG Status overtime

[Mal_Sondh]

Hi - I would like to show the projects which have moved from Green to Amber, Green to Red, Amber to Red, Amber to Green, Red to Amber and Red to Green over a month on month comparison...

Example data - 

Month	Project Code	Project Status
Jan-21	1234	Green
Jan-21	1212	Green
Jan-21	3333	Green
Jan-21	4444	Green
Feb-21	1234	Green
Feb-21	1212	Green
Feb-21	3333	Amber
Feb-21	4444	Red
Mar-21	1234	Amber
Mar-21	1212	Green
Mar-21	3333	Amber
Mar-21	4444	Green

If i view the report as of Feb-21 -then i should see a visual with this information:

	Feb-21
Green to Amber	3333
Green to Red	1212, 4444
Amber to Red
Amber to Green
Red to Amber
Red to Green

This how it would look like when run as of March.

	Mar-21
Green to Amber	1234
Green to Red
Amber to Red
Amber to Green	3333
Red to Amber
Red to Green	4444

Whats the best visual for this and best way to model the data to get a good visual for this?

[v-yetao1-msft · Accepted solution]

Hi @Mal_Sondh 

There are several problems in your description .

(1)When you view the report as of Feb-21 ,the status for 1212 is still green ,so why put it in “Green to Red” ?

(2)When you view the report as of Mar-21 ,the status for 3333 is still Amber ,so why put it in “Amber to Green” ?

According to the data you provided, I created a sample .

(1)Create a column to return the previous status for the code

previous status = CALCULATE(SELECTEDVALUE('Table'[Project Status]),FILTER(ALLEXCEPT('Table','Table'[Project Code]),EOMONTH('Table'[Month],0)=EOMONTH(EARLIER('Table'[Month]),-1)))

(2)Create a measure to judge whether the 'Table'[Project Status] and 'Table'[previous status] is changed .

Measure = IF(SELECTEDVALUE('Table'[Project Status])<>SELECTEDVALUE('Table'[previous status]) && SELECTEDVALUE('Table'[previous status])<>BLANK(),1,0)

And then put the measure in Filter Pane to return the changed 'Table'[Project Code] .

(3)Create a measure to combine the two status

Status changed = COMBINEVALUES(" to ",SELECTEDVALUE('Table'[previous status]),SELECTEDVALUE('Table'[Project Status]))

And add it in the visual of the second step .You can also add a slicer with 'Table'[Month] to filter the data you want .

I have attached my pbix file, you can refer to it .

Best Regards

Community Support Team _ Ailsa Tao

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

[Mal_Sondh]

@v-yetao1-msft brillaint - thank you so much - this worked as expected!!

[Mal_Sondh]

maybe a visual like this:

Note i have not catered for all combination on this example visual.

[Mal_Sondh]

also is there a way of putting the previous months status in another column on the same table.. i.e. something like lookupvalue?