Help with creating a summary table

wvpowerbi — Tue, 29 Nov 2022 14:09:55 GMT

Hello,

I am trying to create a summary table and could use some help! I am trying to calculate the amount of time an employee is in a particular pay plan (salary). For a data source, I am using a change log from an employee database. For privacy purposes, I have modified the data to cleanse it. However, below are some examples of what I am working with and what I am trying to accomplish.

Scenario 1:

ChangeRequestID	EmployeeID	PayPlanID	Date	JobTitleID
8886	400	12	12/20/2020	19
6360	400	11	12/22/2019	19
3713	400	9	5/27/2018	19
3163	400	8	2/4/2018	6
1972	400	7	2/5/2017	6

In this scenario, the employee has one record for each promotion, or move into the next pay plan. The outcome I am trying to get in this scenario is as follows:

PayPlanID	Duration (days)
12	709
11	364
9	574
8	112
7	364

I am wanting the duration column to represent the number of days the employee was in that pay plan. It's calculated by looking at the difference from that record until the next record, with the exception of the most recent record, which uses today's date for the calculation (since the employee is still in that pay plan).

Senario 2:

ChangeRequestID	EmployeeID	PayPlanID	Date	JobTitleID
13964	693	9	10/10/2021	4
12532	693	7	8/15/2021	5
7547	693	7	9/13/2020	6
6904	693	8	3/29/2020	4
5246	693	7	3/31/2019	9

In this scenario, the employee's play plan does not consistently increase. They took another job which had a lesser pay, and then eventually worked their way back up. In this scenario, I am looking for the same output as in scenario one. Below is the expected outcome:

PayPlanID	Duration (days)
9	415
8	168
7	756

I tried creating a table using SUMMARIZE(), grouping by EmployeeID and again by PayPlanID, however I wasn't sure what expressions I could use to calculate the duration in days. It would be much easier if I had a start & end date in the record, but I do not. Only the date the change was submitted.

I would really appreciate any help or guidance on this!

Thanks!

Chris

Re: Help with creating a summary table

johnt75 — Tue, 29 Nov 2022 17:00:16 GMT

You could create an end date column like

End Date = VAR StartDate = 'Table'[Start Date] VAR EmpID = 'Table'[EmployeeID] VAR EndDate = COALESCE( CALCULATE( MIN('Table'[Start Date]), REMOVEFILTERS('Table'), 'Table'[Start Date] > StartDate, 'Table'[EmployeeID] = EmpID ), TODAY() ) RETURN EndDate

and then create a measure for the number of days in the pay plan

Days in Pay Plan = SUMX( 'Table', DATEDIFF( 'Table'[Start Date], 'Table'[End Date], DAY ) )

Re: Help with creating a summary table

wvpowerbi — Wed, 30 Nov 2022 11:23:29 GMT

John, A sincere thank you! This works flawlessly and is exactly what I was looking for. I am going to read through it a few more times today and try to understand it a little better, but I think I understand it. I just would have never thought through that myself. I really appreciate it!

Chris

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Help with creating a summary table

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