topic Re: calculate % based on multiple criteria in DAX Commands and Tips

calculate % based on multiple criteria

bree_carter — Sat, 27 Jan 2024 02:03:18 GMT

Hi,

I have data which shows shift hours, but I need to convert that to a shift quantity (or percentage of the shift on that day for that person). The issue I have is when there are 2 shift types on one day (ie: they might attend work and then leave part way through), so I need to show 0.# worked and 0.# unplanned leave.

Columns A-D are what comes from a report.

Columns E & F are how I would do it in excel. If anyone can tell me how to do it in Power BI it would be greatly appreciated.

Thanks in Advance. 🙂

Re: calculate % based on multiple criteria

speedramps — Sat, 27 Jan 2024 14:27:01 GMT

We want to help you but your description is too vaugue. Please write it again clearly.

We are Power BI expets but we dont know what you want your reports to do.

Provide example input data as table text (not a screen print) so we can import the data to build a solution for you.

Remove any unneeded columns which may cause confussion.

Rename columns to user friendly names.
Also provide the example desired output, with a clear description of the process flow.

Show step-by-step calulations.

Take time and care to use the same table and field names in the input, output and description so we can understand your problem and help you.
Try keep it simple and ask one question per ticket.
You will get a quick response if you put time, care and effort into writing clear problem descriptions.
Remember you are gerrting free expert help, so please put lots of proper effort to asking questions and providing example.

Vaugue descriptions can waste your time and ourtime.

Look foward to helping you when the above information is forthcoming

Re: calculate % based on multiple criteria

bree_carter — Sun, 28 Jan 2024 06:09:36 GMT

Thanks and apologies.

I have a payroll extract that shows hours per person per day. A person may have more than one type of entry for a day (shown in the yellow highlight above). IE: in one day, a person may have some worked hours and some paid leave hours.

I need to convert this information:

CURRENTLY: hours, per person, per day, per worked shift or leave type
REQUIRE: calculated shift (Decimal format (to 2 decimal places)), per person, per day, per worked shift or leave type

What I am trying to obtain is in column E in the above image.

An example would be: on 01/01/24, EMP001 worked 0.7 of a shift and had 0.3 of a shift as LWOP -Planned.

The headings are as per the report that comes out of the system.

Data is below. Thanks for your time. 🙂

Employee Id	Date	Hours	Time Off Name	Calculated Shift
EMP001	1/01/2024	8	Worked Shift
EMP001	1/01/2024	4	LWOP - Planned
EMP001	2/01/2024	12	Planned Annual Leave
EMP001	3/01/2024	12	Worked Shift
EMP001	4/01/2024	12	Worked Shift
EMP001	5/01/2024	5	Personal Leave - Unplanned
EMP001	5/01/2024	5	LWOP - Unplanned
EMP001	6/01/2024	12	Worked Shift
EMP002	1/01/2024	10	Worked Shift
EMP002	2/01/2024	10	Worked Shift
EMP002	3/01/2024	10	Planned Annual Leave
EMP002	4/01/2024	12	Worked Shift
EMP002	5/01/2024	12	Personal Leave - Unplanned
EMP002	6/01/2024	7	Worked Shift
EMP002	6/01/2024	4	LWOP - Unplanned

Re: calculate % based on multiple criteria

speedramps — Sun, 28 Jan 2024 20:49:14 GMT

We want to help you but your description is too vaugue. Please write it again clearly.

We are Power BI expets but we dont know your jargon like LWOP or what you want your reports to do!

Please ask a colleagueto manager to read your question, and help you write it for an external reader.

Why does 01/01/24, EMP001 = 0.7and 0.3 ???
Provide a clear step-by-step description of the process flow.

Show step-by-step calulations.

Take time and care to use the same table and field names in the input, output and description so we can understand your problem and help you. T

Try include all the details in one post, so we dont have to scrool up and down to try fathom wahat you want.
Try keep it concise and simple and ask one question per ticket.
You will get a quick response if you put time, care and effort into writing clear problem descriptions.
Remember you are gerrting free expert help, so please put lots of proper effort to asking questions and providing example.

Vaugue descriptions can waste your time and ourtime.

Look foward to helping you when the above information is forthcoming

Re: calculate % based on multiple criteria

Anonymous — Mon, 29 Jan 2024 02:11:44 GMT

Hi bree_carter

Please try this:

With your data, I create a calcualte column:

Calculated Shift = VAR _sumHours = CALCULATE( SUM('Table'[Hours]), FILTER('Table', 'Table'[Date]=EARLIER('Table'[Date]) && 'Table'[Employee Id]=EARLIER('Table'[Employee Id]) ) ) //Get the sum of the Hours separately RETURN 'Table'[Hours]/_sumHours

Select the Column(Calculated Shift) > Column tools > Change the Display the values in this column with commas as a thousand separator to 2

The result is as follow:

Best Regards,

Zhengdong Xu

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

Re: calculate % based on multiple criteria

bree_carter — Mon, 29 Jan 2024 07:34:32 GMT

This is PERFECT! Thank you so much. I really appreciate your time and help.