General Question: Is it possible to work with history tables in Power BI effectively?
Example Problem:
I have a predefined task, which has 10 process steps. Everytime a process step of a task is completed, it gets an entry in my table with the TaskID, the step (1-10) which was completed, and the date it was completed and if the task had an Error or not. If there was an error the Task fails, and if not the task moves to the next step.
Consider the following example table:
TaskID, process step, complete_date, Error,
3, step2, 7/20/2024, True
3, step1, 7/14/2024, False
5, step6, 7/23/2024, True
5, step5, 7/23/2024, False
5, step4, 7/11/2024, False
...
[The real table has 100.000+ rows]
Now I need to make a historical evaluation. For every day I need to know exactly how many task are in which step, or stuck with an error and so on.
Let say I take the 7/20/2024, then I know taskID 3 has completed step2 but with an error, taskID 5 has completed step4 with no error.
For my general table I will get something like 500 tasks in step 1, 600 in step 2, and so on
I want to display general information about each day using a date slicer, on how things have looked for that specific day (a look in the past), I want to display how many where in each step, how many task had an error and so on.
In Power BI I know I can evaluate these using a measure, I did this. But the problem is from a measure I cannot use this information in any visualization as a legend.
I cannot create a pie chart using categorization of error/ no error as a legend and so on, because this calculation uses a measure.
In general it is hard for me to deal with a historical evaluation, based on a history table and then evaluating the results for a specific day in the past.
Is there a way to solve this problem, maybe not using measures? Or a general guideline where someone dealt with the same problem? I did not find anything related to this topic yet 😕
Thank you in advance
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Evaluating table history
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