2023 Week 28 | Power BI: Project Timeline

• Obtain the source data via link below
• In Power Query, add Index column
• Create a Custom Column which transforms the even index numbers to negative numbers

HINT: each if Number.IsEven([Index] ) then 0-[Index] else [Index]

• Duplicate the Project Milestones field, extract the first 40 characters and add “…” text

Graph 1

• Create a measure for the baseline markers, where baseline = 1
• Create a measure for the Custom Index field
• Add the Line Chart visual to the canvas, place date in the X-Axis, Baseline measure and Custom Index measure to the Y-Axis
• Place Project Milestone description in the tooltips field well
• Format the Custom Index measure to have line width of zero, square markers. Format Baseline line to be 1px and round markers
• Format the Custom Index measure to have line width of zero, square markers. Format Baseline line to be 1px and round markers
• Under the Analytics formatting options, enable data bars and set upper bound to Custom Index measure
• Under Data Labels formatting options, enable Custom Labels for the Custom Index measure only, using the shortened project timeline descriptions. Set the position of the labels to “Above”
• Enable Zoom sliders and remove the Y-Axis labels

Graph 2

• Complete Graph 1
• Create a measure returning todays date
• Under the Analytics formatting options, add an X-Axis constant line at today’s date (use the measure fx)
• Add shading
• Add today’s date as a data label for the constant line

Graph 3

• Complete Graph 2
• Create measures for Baseline markers and callout markers that are filtered on KPI colour e.g. Callout Red = CALCULATE(SUM(‘Timeline Data'[Custom Index]), ‘Timeline Data'[KPI]=”Red”)
• Add these measures to the fields well
• Format these measures with line = 0px, markers coloured according to KPI colour, no data labels.