Automatic assessment tracking for work areas

[Anonymous]

Hi I'm new to Power BI and could use some help.

I am looking to have an automated process to track people and an assessment they have to take.

I would have a list of people, a work area they belong to, and the most recent date of an assessment they took.

If they belong to work area A, B, or C then they need to have an assessment done when they enter work area A, B, or C.

If they are already in work area A, B, or C they must have this assessment done every year and if they ever exit work area A, B, C.

Basically I need to generate a list of people that enter or exit work area A, B, or C or it has been a year since their last assessment.

I would need to generate the list weekly.

Any tips? Any help would be appreciated, I'm not even sure where to start.

[Syndicate_Admin]

1. Calculate how many days have passed since your last evaluation until today. Datediff serves you. if it passes X days, alert.

2. To know if they enter or leave an area you need a table that indicates those data of date of entry and exit for each person.then you must know if they already did the test or not. a piece of data that must be in the table.

[Anonymous]

Thank you! I will give this shot!

Just another question...would the correct way to do this be set up background stuff to figure out who needs a test and then use a table visualization to show who would need an assessment?