Power BI - Matrix count of values in query - powerbi

Question

I am trying to create a matrix table that will count the number of jobs due in a month and also if they are completed on time.
At present I can get it this far.
I have tried summarizing data, creating measures etc. But to no avail.
I need to produce the following:
My data source is a series of transactions lines that include
1) Transaction Due date
2) Transaction completed date
Definition of terms:
Due in month Count of due date
Done on time Completed within due month
Outside time completed outside due month
"%Perf" percentage completed on time.
Any help with this would be much appreciated.

Answer 1

Add the following measures:
Measure "Due":
Due = COUNTROWS ( Table1 )
Measure "Done on time":
Done on time =
VAR DueMonth = MONTH ( FIRSTDATE ( Table1[due_date] ) )
RETURN
CALCULATE (
[Due],
FILTER (
Table1,
MONTH ( Table1[completed] ) = DueMonth
)
)
Measure "Outside time":
Outside time =
VAR DueMonth = MONTH ( FIRSTDATE ( Table1[due_date] ) )
RETURN
CALCULATE (
[Due],
FILTER (
Table1,
MONTH ( Table1[completed] ) <> DueMonth &&
NOT ISBLANK ( Table1[completed] )
)
)
Measure "Incomplete":
Incomplete =
VAR DueMonth = MONTH ( FIRSTDATE ( Table1[due_date] ) )
RETURN
CALCULATE (
[Due],
FILTER (
Table1,
ISBLANK ( Table1[completed] )
)
)
Measure "% Perf"
% Perf =
DIVIDE (
[Done on time],
[Due],
BLANK()
)
Group by due_date.month in report.
See https://pwrbi.com/so_55513978/ for worked example PBIX file.
EDIT after updated question in comment:
There are many ways you could approach creating a visualisation which combines these measures, with the monthly counts by completion date, if you really must. Here's one approach:
Create a "Report Columns" table:
Report Columns =
VAR ListMeasures =
DATATABLE (
"Header", STRING,
"Sort Order", INTEGER,
"First Of Month", DATETIME,
{
{"Due in month", 1, BLANK() },
{"Done on time", 2, BLANK() },
{"Outside time", 3, BLANK() },
{"Incomplete", 4, BLANK() },
{"% Perf", 5, BLANK() }
}
)
VAR ListMonths =
CALCULATETABLE(
GROUPBY (
ADDCOLUMNS (
DISTINCT ( Table1[completed] ),
"Header", FORMAT ( Table1[completed], "YYYY-MMM" ),
"Sort Order", YEAR ( Table1[completed] ) * 100 + MONTH ( Table1[completed] ),
"First Of Month", DATE ( YEAR ( Table1[completed] ), MONTH ( Table1[completed] ), 1 )
),
[Header], [Sort Order], [First Of Month]
),
Table1[completed] <> BLANK()
)
RETURN
UNION (
ListMeasures,
ListMonths
)
Set column Header to Sort By column Sort Order
Create Measure "Report Measure":
Report Measure =
IF (
NOT HASONEFILTER ( 'Report Columns'[Header] ),
BLANK(),
SWITCH (
VALUES ( 'Report Columns'[Header] ),
"Due in month", [Due],
"Done on time", [Done on time],
"Outside time", [Outside time],
"Incomplete", [Incomplete],
"% Perf", [% Perf],
CALCULATE (
[Due],
FILTER (
Table1,
DATE ( YEAR ( Table1[completed] ), MONTH ( Table1[completed] ), 1 ) = VALUES ( 'Report Columns'[First Of Month] )
)
)
)
)
Add a matrix visualisation, with Table1[due_date] in rows, Report Columns[Header] in Columns, and [Report Measure] in values. Format to suit.
Updated example PBIX file: https://pwrbi.com/so_55513978-2/