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November 9, 2021
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Hello Mynda,
Last week I posted my question and Thanks for your response, I didnt think I will get a response.
Post watching your Power query videos I have tried Teams Performance Dashboard and it was accepted by my seniors. Thanks a lot to you... It was so good if our team members update their personal trackers with daily tasks my Dashboard will be updated with a refresh button (A lot of time saved).. I kept Doughnuts, Stack charts. Its all because of your Youtube videos. Thank you Thank You Thank you 🙂
I tried working on the file using power query watching few videos. However it didnt give me the result am looking for. I have deleted pivots Charts and attached the sample sheet. Everyday we extract the file from our internal database. As am not supposed to share the original data, I have attached sample file with less records. So each day, week and month from the extracted file .. If I paste in this excel it should give me the output just like my performance DB. I need How many cases resolved and how many have crossed the deadline what's the percentage of misses and successful completion as per Manager wise.
Need Manager Wise Data of How many Tasks were there, How many were completed within time and How many were not. Accordingly need Complaince %.
Weekly report must show Open Tasks and their Complaince %. If they have crossed the deadline/Threshold then Non Compliance %
Denominator will be total Tasks and Numerator will be Tasks completed within deadline or outside deadline. Accordingly need Dashboard
Open tasks as per Manager wise, and unresolved for How long.
Thanks again 🙂
Regards,
Madhuri
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July 16, 2010
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Hi Madhuri,
Welcome to our forum! It's great to hear you're having some success building your own dashboards.
The forum is here to help you if you get stuck trying to do something specific in Excel, however we're not here to build your reports for you based on a list of specifications. If you'd like me to put you in touch with a consultant who can help you, please let us know.
If you are trying to shape the data using Power Query and you can't get it to do what you want, then please create a mockup of the layout you want based on your sample data, so we can see the before and after views.
Mynda
Active Member
November 9, 2021
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Hi Mynda Thanks for your response, in excel I used the formula If actual end date >schedule start date,actual end date - schedule start date … I get the aging days. And my formula is giving me False if the actual end date is blank and start date and actual end dates are same it’s giving me false again. If I subtract end date and start date I will get number of days.
However I need this in power query and the dates have time too in the cell.
Thank you
Madhuri
July 16, 2010
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Hi Madhuri,
In Excel you can use this formula:
=IF(J2="","",IF(J2>=H2,J2-H2))
In Power Query change the data type for the schedule start, end and actual end date columns to Date, not Date and Time. Then you can use this formula to add a calculated column:
=if [Actual End Date] = null then null else if [Actual End Date] >= [Schedule Start] then [Actual End Date] - [Schedule Start] else null
Mynda
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Active Member
November 9, 2021
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Hi Mynda.,
thank you for the formulas.. need your help again…
Can we combine two combinations in single cell? the number of days between two dates based on text from a cell .. if text value is “resolved” I need the date formulas as start date minus scheduled end date. If status is “resolved late or any other status from the list“ then Actual end date minus schedule end date.
thank you
Madhuri
July 16, 2010
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Yes, please see this tutorial on Nested IF formulas.
Have a go and write the formula yourself. If you get stuck, come back and share your attempt so we can guide you further.
Mynda
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