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cgallegos's avatar
cgallegos
Regular Visitor
4 years ago
Solved

Headcount over time

Hello, I am needing help calulating employee headcount overtime using hire and term dates. However, some of our employees have both a hire and rehire date. For example:   ID EE Status Hire D...
  • v-zhangti's avatar
    v-zhangti
    4 years ago

    Hi, cgallegos 

     

    You can refer to the following methods.

    Occurence = 
CALCULATE (
    COUNT ( 'Table'[Action] ),
    FILTER (
        'Table',
        [Name] = EARLIER ( 'Table'[Name] )
            && [Effective Date ] <= EARLIER ( 'Table'[Effective Date ] )
            && [Action] = EARLIER ( 'Table'[Action] )
    )
)

    Is this the result you expect?  If the method I provided above can't solve your problem, what's your expected result? You can advance a display chart of your desired results or a simple PBIX file for testing.

     

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

ValtteriN's avatar
ValtteriN
Icon for Community Champion rankCommunity Champion
4 years ago

Hi,

Try something like this:

var c_date = MAX('Calendar'[Date])
var _value = COUNTROWS(
FILTER(Hires,Hires[Hire Date]<=c_date &&Hires[Term Date]>=c_date))

+
COUNTROWS(
FILTER(Hires,Hires[ReHire Date]<=c_date&&Hires[Rehire Date]>Hires[Term Date]))
return

if(_value=BLANK(),0,_value)

 
The IF at the end is optional and you can just use _value.

I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!

My LinkedIn: https://www.linkedin.com/in/n%C3%A4ttiahov-00001/
  • cgallegos's avatar
    cgallegos
    Regular Visitor
    4 years ago

    Thank you for your help, I appreciate it. This did not work, however, i don't believe it's on your end. I think the data I have is more complex than I was thinking and will require us to use a different report. 

     

    For each action such as a Termination or Hire, the employee will have a new row. Is there another way to capture headcount like this? I am thinking something like finding the 1st instance of Hire and 1st instance of termination, then seeing if they were active at the dashboard selected point in time? If not, then check the 2nd instance of hire/rehire and 2nd instance of termination, check to see if they were active at the dashboard selected point in time?

     

    Green column is what I need to build in PBI.

     

    Empl IDNameActionEffective Date Occurence
    252ChuckHIRE03/09/20201
    252ChuckTERM08/10/20201
    252ChuckHIRE04/10/20212
    252ChuckTERM08/27/20212
    253KayHIRE04/15/20201
    253KayTERM08/14/20201
    253KayHIRE09/08/20202

     

    Then maybe I can create another table that looks up their various hire and term dates

    Empl ID1st Hire1st Term2nd Term2nd Term
    25203/09/202008/10/202004/10/202108/27/2021
    25304/15/202008/14/202009/08/2020 

     

    Please let me know if this is something you can help with or if you need additional background on it.

     

    Thank you!

    • v-zhangti's avatar
      v-zhangti
      Icon for Community Support rankCommunity Support
      4 years ago

      Hi, cgallegos 

       

      You can refer to the following methods.

      Occurence = 
CALCULATE (
    COUNT ( 'Table'[Action] ),
    FILTER (
        'Table',
        [Name] = EARLIER ( 'Table'[Name] )
            && [Effective Date ] <= EARLIER ( 'Table'[Effective Date ] )
            && [Action] = EARLIER ( 'Table'[Action] )
    )
)

      Is this the result you expect?  If the method I provided above can't solve your problem, what's your expected result? You can advance a display chart of your desired results or a simple PBIX file for testing.

       

      Best Regards,

      Community Support Team _Charlotte

      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.