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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Available time for each worker

Hi all,

 

I'm fairly new to Power BI and DAX, and I've already learnt alot from this community - thank you!

I'm trying to create an overview of the time available for each worker in my department. The purpose of this is to quickly find a worker who has time for urgent cases.

 

I have a data set with Worker ID, Task ID, Deadline of the task, and days it takes to perform the task.
Furthermore I have calculated a temporary start and end date, and performed a check to see if any tasks overlap.

 

What I want to do is calculate an adjusted start and end date so the tasks don't overlap without exceeding the deadline.
I would also like to visualize this is in meaningful way so I can spot if a worker has available time for a urgent deadline.

 

I have calculated my columns as follows:

 

startDay:

startday = [endDay] - [Days]

endDay:

endDay = [deadline]

Overlap:

Overlap = 

var __worker = [Worker ID]

var __overlap = COUNTROWS(
    FILTER(ALL('data'); [Worker ID] = __worker && EARLIER(data[endDay]) > [startDay] && EARLIER('data'[endDay]) <= [endDay])
)-1

return
IF(
    __overlap=-1;
    0;
    __overlap
)

 

The data set is available here: https://1drv.ms/x/s!AlGwu4CgVOGIhYc-8wFK5o4uj3e_Eg?e=crjUfG

The pbix file is available here: https://1drv.ms/u/s!AlGwu4CgVOGIhYc9ip4krLoTuYolgg?e=GuTygg

 

Thank you in advance.

  • sturlaws's avatar
    sturlaws
    6 years ago

    Hi Anonymous 

     

    I have taken a look at your case, and I think it is doable. 

     

    1. Open power query, and sort the table by Worker ID, Deadline, Task ID and Days, in that order. It should look like this(notice the small numbers next to the sort symbol):

     

    2.  add an index column in power query, rename it to e.g. index, close and apply your changes

     

    3.  Create your [New Start day]-column like this:

    new start day = 
    VAR _worker = [Worker ID]
    VAR _endDay = [endDay]
    VAR _startDay = [startDay]
    VAR _task = data[Task ID]
    VAR _index = data[Index]
    VAR _overlappingTasks =
        CALCULATETABLE (
            ADDCOLUMNS (
                SUMMARIZE ( data, [Task ID], data[startDay], data[endDay], data[Index] ),
                "numberOfOverlappingDays", DATEDIFF ( data[startDay], _endDay, DAY )
            ),
            FILTER (
                ALL ( 'data' ),
                [Worker ID] = _worker
                    && [startDay] < _endDay
                    && _task <> [Task ID]
                    && _index < data[Index]
            )
        )
    VAR _numberOfOverlappingDays =
        SUMX ( _overlappingTasks, [numberOfOverlappingDays] )
    RETURN
        data[startDay] - _numberOfOverlappingDays
    

     

    4. In order to display which workers who are available for a new task, first create a table of dates like this

    Dates = CALENDAR(DATE(2019,1,1),DATE(YEAR(TODAY())+1,6,30)) 

     

    5. Then create a table with the number of days a duration can last(rename the column from [value] to [duration]):

    Duration = GENERATESERIES(1,15)


    6. Create a measure like this:

    Available workers = 
    VAR _start =
        CALCULATE ( MAX ( Dates[Date] ) )
    VAR _duration =
        CALCULATE ( MAX ( 'Duration'[Task duration] ) )
    VAR _end = _start + _duration
    VAR _worker =
        CALCULATE ( SELECTEDVALUE ( data[Worker ID] ) )
    RETURN
        COUNTROWS (
            FILTER (
                data,
                ( _start <= data[new start day]
                    && _end > data[new start day] )
                    || ( _start < data[new end day]
                    && _end >= data[new end day] )
                    || ( _start <= data[new start day]
                    && _end >= data[new end day] )
            )
        ) + 0

     

    6. Create a table in the report with the worker ids, and use [Available workers] as a filter for this table(in the filter pane of the visual). If  [Available workers] returns 0 then the worker is available

     

    7. Add slicers to the report page for the Date and Duration(using the columns from the tables created in step 4 and 5.

     

    I have attached the updated report

     

    Cheers,
    Sturla

    If this post helps, then please consider Accepting it as the solution. Kudos are nice too.

11 Replies

  • You are using a reporting tool for process management.  Keep in mind that Power BI cannot write back (yet) unless you use mcguyver workarounds.

  • Anonymous's avatar
    Anonymous
    Not applicable
    "What I want to do is calculate an adjusted start and end date so the tasks don't overlap without exceeding the deadline."

    This is not clear. What's the algorithm for this calculation?
    • Anonymous's avatar
      Anonymous
      Not applicable

      The algorithm should be something like:

      SWITCH([Overlap],
      	5, adjustedEndDay=endDay,
      	4, adjustedEndDay=(startday-1 of the above task),
      	3, adjustedEndDay=(startday-1 of the above task),
      	2, adjustedEndDay=(startday-1 of the above task),
      	1, adjustedEndDay=(startday-1 of the above task),
      	DATE(1900,1,1)

      In the above example it can only handle 5 overlaps and I'm not sure if there is any way to find "startday of the above task".

      As lbendlin pointed out above, I'm using this tool for something it's not built for. However, I was hoping to reduce the number of tools we are using. Right now we are doing the process management in Excel, and it's a pretty messy document with a lot of macros. It breaks easily and we spend a lot of time debugging it.

      • Anonymous's avatar
        Anonymous
        Not applicable
        Hi there.

        Would you care to paste an Excel screenshot of some simple example of the above code in action, please? I mean I'd like to see this algorithm working in reality. Just a very simple example if you don't mind.

        Thanks.