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Lionely
Frequent Visitor

Sum values for and an event (start and end dates) based on date range

I have 3 tables related to projects.

 

The first table has the project details (Proj name, proj descrption, location, Total Cost $)

 

The second table, has details of the various project phases (Proj Name, Phase, Start Date, End Date)

 

The third table has details of project phases e.g. planning, design, procurement & construction, plus sets the standard expected cost as a percentage of the total buget.  E.g planning 8%, design 5% ( Phase, Budget split)

 

There are numerous projects in the total program of works.

 

Most projects span 2 or more years, with different phases lasting between 1 and 18 months in duration.

 

I will display the program of works as a gant chart, but I wish to be able to calculate the total expected program expenditure for any given day, week, month or QTR.

 

I thought I would be able to calculate the average daily expenditure for each phase of each project (by Total Cost * Budget spit  then divide by total duration of phase (days)) and then Sum the values for those projects/phase whose start and end dates either fall within or overlap the period.

 

I would appreciate any adsistance to develop a measure to achieve this.

 

 

 

 

 

 

2 REPLIES 2
Lionely
Frequent Visitor

Thanks Greg for the guidance.  This is my first post.

 

The following image is of a Gantt Chart related to projects.  I wish to be able to calculate the SUM of Daily costs, related to each Project/Phase that falls within the target period (QTR, Month, Day etc) and display results in a table on Matrix below the Gantt.Gantt - example.JPG

 

The following images show my Tables and the relationships.RelationshipsRelationshipsBudget Split TableBudget Split TablePhase detailsPhase detailsProject detailsProject details

Calculations within the Phase details Table

 

1.  Duration = [End date]-[Start Date]

2.  Total Budget = Related('Project Details'[Cost ($2017M)])

3.  Budget Split = Related('Budget splits'[% of Budget])

4.  Daily Cost = ([Total Budget]*[Budget Split])/[Duration]

 

Assistance to in developing an appropriate measure would be appreciated.

Greg_Deckler
Super User
Super User

Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490


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