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I am a novice when it comes to PowerBI but over the past 2 years, I have been able to create measures that allows me to take employee time on a job and multiply by their rate so I can see how much billable time people are putting to a job and then determine if a job was profitable or not (by connecting my Quickbooks database and importing the different data points).
But my problem is that each of my billable hour measures takes into account all-time on my TimeTracking table (which has data from 2019-today). I also have jobs that have different "JobType" based on the service we perform. I currently use slicers to filter based on a single year but I am wanting to be able to see how a particular job type is looking over the course of the past 2.5 years but that includes 2-3 different billing rates used for the employee's hours worked between 2021 and 2022. Each year has a different billing rate.
Currently, I use the following measures to help calculate the billable time when I am looking at a single job for one year:
Employee Hours = sum(TimeTracking[Hours])
Basically, I am trying to get billable hours for a particular job to = (Employee Hours from{1/2020-12/31/2020} are multiplied by the [2020 Billing Rate]) + (Employee Hours from{1/2021-12/31/2021} are multiplied by the [2021 Billing Rate]) + (Employee Hours from{1/2022-12/31/2022} are multiplied by the [2022 Billing Rate])
This way I can look at each job over the course of a few years and compare them to others in the same JobType and then determine if that JobType is even profitable or should we stop doing that work.
Is this possible?
Can I see your file?
Or how is your table looks like.
So I can not provide my file due to sensative account information: But here are screenshots of the TimeTracking table and then also an example of my visual I am trying to work with.
TimeTracking has job, Employee(ServiceItem), date and hours spent.
ServiceItem Merged Table has columns for each service hour rate per the service item.
My current visual looks like this:
But it is calculating the billable time all under one rate (in the top left visual) when those jobs actually have different rates. The bottom visual is showing the multiple rates but the employee time is the total time for 2020-2022 when I really need the billable rate to be calculated so 2020 hours are calculated at the 2020 rate, 2021 hours are calculated at the 2021 rate, and 2022 hours calculated at 2022 rates.
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