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Hi,
I have this task in my monthly report. I need to identify new jobs in the forecast sheet.
Our forecast sheet looks like this:
Customer | Project | November 1, 2019 | December 1, 2019 | January 1,2020 | February 1, 2020 | March 1, 2020 | April 1, 2020 |
Customer 1 | Project 1 | 0 | 0 | 100 | 100 | 100 | 0 |
Customer 1 | Project 2 | 100 | 100 | 100 | 100 | 0 | 0 |
Customer 1 | Project 3 | 100 | 100 | 100 | 200 | 200 | 300 |
Customer 2 | Project 4 | 300 | 400 | 100 | 100 | 100 | 100 |
Customer 2 | Project 5 | 0 | 100 | 200 | 0 | 0 | 0 |
Customer 3 | Project 6 | 0 | 0 | 0 | 150 | 0 | 0 |
Customer 4 | Project 7 | 0 | 0 | 0 | 0 | 0 | 0 |
I need a measure to identify new jobs. In the table above, Customer 1 has a new Project 1, Customer 2 has a new Project 5, and Customer 3 has a new Project 6 because their volume is 0 in the starting month or months. It doesn't matter how many months a customer has 0 volume. As long as it has 0 in the beginning month/months, we treat it as a new job. However, Customer 4's Project 7 is not a new project because it doesn't have any volume in the future months shown up in the table.
I'm also struggling of where to put the measure once we figure it out. I can put customer in the row and project as a drilldown under customer. Then place month in the column. But this measure, no idea...
Does anyone have any idea of how to solve this headache for me? Big thanks to you!
Regards,
Solved! Go to Solution.
@ymobbs solution attached with highlighted most recent project
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@ymobbs are you looking for this output
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Hello @parry2k ,
Thank you so much for the instant reply!!
Ideally I want the new projects with an Y/N in a seperate column or something can identify/highlight the project if it's a new one in the same table.
Do you think it's doable?
Regards,
@ymobbs solution attached with highlighted most recent project
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Hi @parry2k,
It didn't take you long at all... That's the distance between an expert and an amateur. Thank you so so so much!
Regards,
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