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dmn
Frequent Visitor

Create a table that provides sum of workload if project is active on a given date

Hello! New to PowerBi.... searched extensively but cannot find a solution!

 

I'm trying to create a table or some sort of visualization in PowerBi where I can see an employee's capacity on any given date. 

 

I have two tables:
Table A (Projects) has the following columns: Project Name, Employee Name, Project Start Date, Project End Date, Workload (that the project is taking up of the employee's time)

Table B (Dates) - a list of dates from 1/1/2023 to 12/31/2026

 

Table A

Project NameEmployee NameProject Start DateProject End DateWorkload
ProjectAJohn1/1/20241/30/202430%
ProjectBJohn1/15/20242/15/202440%
ProjectCNancy3/1/20243/31/202415%

 

The table I want:

Date (every date of the year... just picking random dates to demonstrate goal)John's Total WorkloadNancy's Total Workload
12/31/20230%0%
1/1/202430%0%
1/20/202470%0%
3/15/20240%15%

 

I'd like to be able to see what an employee's workload looks like on any given day. 

 

Here's what I've tried: 

WorkloadByEmployee =
var AllEmployees = Values('Projects'[EmployeeName])
var AllDates = Values('Dates'[Date])
return
addcolumns(crossjoin(AllEmployees, AllDates),
"TotalWorkload",
Calculate(
    SUM('Projects'[Workload]),
    USERELATIONSHIP('Projects'[EndDate], 'Dates'[Date]),
    FILTER('Projects',
    NOT ISBLANK('Projects'[StartDate]) &&
    NOT ISBLANK('Projects'[EndDate]) &&
    NOT ISBLANK('Projects'[EmployeeName]) &&
    'Projects'[StartDate] <= MAX('Dates'[Date]) &&
    'Projects'[EndDate] >= MAX('Dates'[Date]) &&
    'Projects'[EmployeeName] = EARLIER('Projects'[EmployeeName])
)))
 
This returns a table with Date, EmployeeName, and Workload, but workload is blank. I've ensured the many to one relationship between Project[StartDate] and Dates[Date] is active. The many to one relationship between Project[EndDate] and Dates[Date] is inactive.  I've checked all the values to make sure they're in the right format. Please let me know if you have a better solution or if you know of one out there! Thank you!! 
2 ACCEPTED SOLUTIONS
lbendlin
Super User
Super User

lbendlin_0-1734047097670.png

 

see attached

 

View solution in original post

ThxAlot
Super User
Super User

ThxAlot_0-1734110575387.png



Expertise = List.Accumulate(


        {Days as from Today},


        {Skills and Knowledge},


        (Current, Everyday) => Current & Day.LearnAndPractise(Everyday)


)



View solution in original post

4 REPLIES 4
ThxAlot
Super User
Super User

ThxAlot_0-1734110575387.png



Expertise = List.Accumulate(


        {Days as from Today},


        {Skills and Knowledge},


        (Current, Everyday) => Current & Day.LearnAndPractise(Everyday)


)



dmn
Frequent Visitor

This worked, too! Thank you so much!

lbendlin
Super User
Super User

lbendlin_0-1734047097670.png

 

see attached

 

dmn
Frequent Visitor

Incredible! Thank you for this solution!

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