PowerBI Custom Chart Ranges

My go to progress dashboard calculates a lot of progress % metrics and graphs. However for larger projects, its often difficult to zoom into the graph. This is exactly why slicers exist

Slicers are not my specialty, actually, PowerBI is not my specialty. So it was with a little frustration in trying to add a slicer to a page to find the slicer altering all my data.

Set The Stage

My go to progress dashboard calculates a lot of progress % metrics and graphs. However for larger projects, its often difficult to zoom into the graph. This is exactly why slicers exist. I am sure there are other nice graph tools that allow for custom date ranges, but again, this is so not my specialty.

What didn’t work

I simply added a slicer on my “weekending” field. However, in doing so, all my measures are now calculating based on the filtered date range. This is likely an issue with my measures, but alas, I wanted something to just adjust the graph axis and not effect anything else

Below we can see that my measure are calculating a progress set from 0-100%. Thus when the date ranges were adjusted, the entire dashboard is now just wrong. My budgets and %’s are also not correct on the cards (which are also based on all the slicers).

The Solution – Create a Duplicate DIM_Date Table

The problem was caused because the slicer was based on the live master dimension table that was linked to my data. Just like I want my graph to adjust based on the adjusted the WBS dimension tables, if I insert a slicer linked in anyway to my FACT table, I am in a world of hurt

Thus, just create a duplicate DIM_Date table. Here I created a new table: DIM_Date_GraphRangeSlicer

I insert a formula into the chart X-Axis range to select the min and max dates from this new GraphRange table. I then setup a slicer that filters the range for this new table, not the master DIM_Date.

With these new ranges, linked to the dummy date range, I can now much better refine just the X-Axis display of the graph without impacting any of the measures used to calculate the % progress.

The Result

Putting it all together, we can now customize the X-Axis range without altering the measures or cards that are calculating key metrics off the full (or filtered based on the WBS slicers) data.

Author: Darrin Kinney

Darrin is a senior project controls professional with 20 years of experience in project cost control, planning, and finance. Darrin has worked for Fluor, Bechtel, Jacobs and Samsung C&T. Serving mostly the EPCM and EPC business, Darrin’s job experience runs the full spectrum from all sides of project controls and almost all businesses. He has worked at Oil Refineries, Roads, Bridges, Telecommunication, Infrastructure, Rail, and Mining from both a site and home office location. Darrin has extensive international exposure having held positions in Asia, the Middle East, United States and Australia. A core understanding of project control fundamentals, systems, change management and EVMS (including the use of Ecosys, PRISM, Primavera, and databases) allows Darrin to ensure efficient project delivery and clear visibility into progress, forecasts and costs. The use of digital integration and systems is embedded into his management approach.

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