I have a projects database that has the project name, various project stages (S1, S2, S3), expected dates when the project should hit the stage, and the projected revenue from the project. For example, I may have the following:
- Project ABCD is in S1 with Revenue opportunity of $100k. The S2 date is 12/1/2019 and the S3 date is 1/1/2020.
- Project EFGH is in S2 with Revenue opportunity of $50k. The S2 date was 1/1/2019 and S3 date is 10/1/2019.
What I'd like to do in Power BI or Excel is show a horizontal funnel or create some kind of table that shows the Revenue total for all projects by stage and where the total will "be" based on a date drop down/slider. For example, in the example above, if the user chooses 12/1/2019 on the slider, The S2 total will be $100k (just ABCD). If they choose 1/1/2020 that revenue shifts to the new date so that S3 will now show $150k (since both projects should be at S3 by this date) and S2 will be $0.
Any ideas on how to accomplish this? My initial thought is something that if the S1 date for a project matches the slider value, then pull in the revenue number, otherwise equal $0. If the S2 date for the project matches the slider value, then pull in the revenue number or $0, so on.... Just not sure how to do that in Power Bi.