Headcount Calculation

[nareshr89]

I need help with a scenario with the headcount, where the numbers given under Opening is picked as is at monthly level but when its quarterly level we need to maintain the Jan data as Opening and Closing headcount to be last month of the period.

Ex - Q1 -> Opening will be of Jan and Closing numbers will be of Mar.

Below is the DAX used by me which sums up when selecting Q1, instead i need the above logic to work. Sample excel file attached.

F_OpeningHC =

var yr = SELECTEDVALUE(Dim_time[Year])
var ml = SELECTEDVALUE(Dim_time[MonthLoad])

Return
CALCULATE(SUM(sf_CSS[hc_opening]),sf_CSS[sf_year]=yr,sf_CSS[sf_month_load]=ml)

Looking for the help to build this logic. @tamerj1

[tamerj1 · Accepted solution]

Hi @nareshr89 

Apologies for the late reply. I was out of office all day. 
Please try by replacing SELECTEDVALUE ( Dim_time[MonthLoad] ) with MIN ( Dim_time[MonthLoad] ) for Opening HC and MAX ( Dim_time[MonthLoad] ) for Closing HC

[nareshr89 · Accepted solution]

Thanks for reverting @tamerj1.

Found the solution using similar logic for the YearMonth ID.

F_OpeningHC =
var yr = SELECTEDVALUE(Dim_time[Year])
var ml = SELECTEDVALUE(Dim_time[MonthLoad])
VAR yearmonth = CALCULATE(MIN(sf_CSS[time_id]),sf_CSS[sf_year]=yr,sf_CSS[sf_month_load]=ml)

Return
CALCULATE(SUM(sf_CSS[hc_opening]),sf_CSS[sf_year]=yr,sf_CSS[sf_month_load]=ml,sf_CSS[time_id]= yearmonth)

F_ClosingHC =

var yr = SELECTEDVALUE(Dim_time[Year])
var ml = SELECTEDVALUE(Dim_time[MonthLoad])
VAR yearmonth = CALCULATE(MAX(sf_CSS[time_id]),sf_CSS[sf_year]=yr,sf_CSS[sf_month_load]=ml)

Return
CALCULATE(SUM(sf_CSS[hc_closing]),sf_CSS[sf_year]=yr,sf_CSS[sf_month_load]=ml,sf_CSS[time_id]=yearmonth)

[tamerj1 · Accepted solution]

Hi @nareshr89 

Apologies for the late reply. I was out of office all day. 
Please try by replacing SELECTEDVALUE ( Dim_time[MonthLoad] ) with MIN ( Dim_time[MonthLoad] ) for Opening HC and MAX ( Dim_time[MonthLoad] ) for Closing HC