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Hi Everyone,
I'm currently building a tracker on power bi and I wish to have a feature on which powerbi can automatically assign/designate resources to attend new tickets. Let's say for example:
I have below resources (list is in excel and connected to existing PBI). This will be updated everyday whoever are available that day. I would like them to assign to new tickets based on their % of distribution. Michael John has 50% because he's the senior. Leslie has the least % because she's a new hire. Is there any work around here?
User ID | Resource Name | % of Distribution |
MK12345 | Michael John | 50% |
MK12346 | Chris Kyle | 30% |
MK12347 | Leslie Jane | 20% |
Here's a sample raw data if you want to try. All are new tickets. Let me know if you need more information. Thank you in advance
Case Number | Assigned To |
HRC13210422 | |
HRC13234408 | |
HRC13234460 | |
HRC13234836 | |
HRC13235056 | |
HRC13235106 | |
HRC13235366 | |
HRC13235386 | |
HRC13235413 | |
HRC13235497 | |
HRC13235532 | |
HRC13235611 | |
HRC13235669 | |
HRC13235706 | |
HRC13235723 | |
HRC13235776 | |
HRC13236078 | |
HRC13236121 | |
HRC13236210 | |
HRC13236229 | |
HRC13236244 | |
HRC13236431 | |
HRC13236896 | |
HRC13237019 |
Solved! Go to Solution.
Hi @Newbie22 ,
Create below columns on user table:
cumulative_% = SUMX(FILTER(ALLSELECTED(User),User[User ID]<=EARLIER(User[User ID])),User[% of Distribution])+0
end = ROUNDUP(User[cumulative_%]*MAX('Case'[Index]),0)
start = MAXX(FILTER(ALLSELECTED(User),User[User ID]<EARLIER(User[User ID])),User[end])+0
Then create below column to case table.
assign to = CALCULATE(MAX(User[Resource Name]),FILTER(User,User[start]<'Case'[Index]&&User[end]>='Case'[Index]))
Hi @Newbie22 ,
Create below columns on user table:
cumulative_% = SUMX(FILTER(ALLSELECTED(User),User[User ID]<=EARLIER(User[User ID])),User[% of Distribution])+0
end = ROUNDUP(User[cumulative_%]*MAX('Case'[Index]),0)
start = MAXX(FILTER(ALLSELECTED(User),User[User ID]<EARLIER(User[User ID])),User[end])+0
Then create below column to case table.
assign to = CALCULATE(MAX(User[Resource Name]),FILTER(User,User[start]<'Case'[Index]&&User[end]>='Case'[Index]))
That's right @Anonymous 🙂
Assigned To will be based on the 3 resource names 😉
Up 😊
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