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The subject title is a bit random because I genuinely don't know how to explain the issue otherwise - if you can suggest a clearer title please let me know.
In this data set each record (ID#) has consecutive steps that take place in chronological order (In process step 1 > in process step 2 > approval step). Each step has a user assigned to complete the step. "in process step 2" is the last step before approval, the people that sign off "in process step 2" are the effective owners of the record. So it doesn't matter who was on the previous steps or the approval steps , the owner(s) are always the people at "in process step 2."
Taking record ID# IN3 as an example, George and Jerry are both owners of the record because they signed off In process step 2. The record is now overdue, because it was due for closure on 03 oct 22. In my current dashboard IN3 does not appear under George and Jerry's overdue records because the record does not sit with them anymore since they have signed off the task and it is now with Claire and Rob at the approval step.
I need to show (either in another column or table) that George and Jerry have an overdue record which is at the approval step.
note that any number of people can sign off "in process step 2" so there can be any number of record "owners"
Solved! Go to Solution.
You could create a table like
Overdue records =
VAR OverdueIDs =
CALCULATETABLE (
VALUES ( 'Table'[ID #] ),
'Table'[Step] = "approval step",
'Table'[Step Status] = "in process",
'Table'[Due date] < TODAY ()
)
RETURN
CALCULATETABLE (
SUMMARIZE ( 'Table', 'Table'[ID #], 'Table'[User], 'Table'[Due date] ),
OverdueIDs,
'Table'[Step] = "in process step 2"
)
You could create a table like
Overdue records =
VAR OverdueIDs =
CALCULATETABLE (
VALUES ( 'Table'[ID #] ),
'Table'[Step] = "approval step",
'Table'[Step Status] = "in process",
'Table'[Due date] < TODAY ()
)
RETURN
CALCULATETABLE (
SUMMARIZE ( 'Table', 'Table'[ID #], 'Table'[User], 'Table'[Due date] ),
OverdueIDs,
'Table'[Step] = "in process step 2"
)
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