Forum Discussion
Logic Issue (Added raw data for context)
Hi Folks,
I have 2 fields: Manager Name & Employee Type in which I need to use as criteria for a formula. What I want to do is create a measure or calculated column in a table visual that looks at the Manager name and then looks at employee type to return whether the manager is managing just employees, contractors or employees & contractors. I'm working on a manager reconciliation exercise. Employee Type only has two options: Employee and Contractor
So for example, the output would look like this in a table visual:
Manager ID Manager Name Managing?
11112 Frog, Kermit Employees Only
12231 Blue, Gonzo Contractors Only
12334 Piggy, MIss Employees & Contractors
Raw data looks like this:
| EE ID# | Employee Name | Employee Type | Manager ID | Manager Name |
| 5445645 | asdqweqeqw, B | Contractor | 50038 | Blue, Gonzo |
| 8787484 | Addlk, Akow | Employee | 142275 | Dog, Rowlf |
| 158455 | asdad, A | Employee | 142475 | Frog, Kermit |
| 45654 | Awdaekeqw, Asdas | Contractor | 32195 | Piggy, Miss |
| 564564 | Aoiureewiruwireu, asdkja | Employee | 32195 | Piggy, Miss |
I tried a few different logic scenarios but I can't seem to get it right. Any help would be great please. Thanks!
4 Replies
Hi Anonymous,
Based on my test, you could refer to below steps:
Copy your row table and use the group by function.
Apply it and create a calculated column.
Type = IF([a]="Contractor"&&[b]="Contractor","Contractors Only", IF([a]="Employee"&&[b]="Employee","Employees Only","Employees & Contractors" ))
Now you can see the result.
You can also download the PBIX file to have a view.
Regards,
Daniel He
Hi v-danhe-msft,
Thank you for this. Unfortunately, I cannot seem to do that as "Employee Type" is a group I used to roll the 7 different types of people into two buckets. I tried doing it as a calculated column, but wouldn't show up on field list.
Is there an alternate way?
