Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
MartinAa
Frequent Visitor

Calculate allocation percentage based on the days within a range

Hi All,

 

I want to create a table visualization, with name of each employee and allocation percentage by month (Within the range of start date and end date).

Output table with – Employeename, Month and allocation percentage à ability to slice by month.

Also, if possible, view the allocation by year or YTD

 

I have three tables in my model –

 

Dim_date – date columns

Dim employee – Name, country  and first working date,

Fact_project allocation – empname, startdate, end date , allocation perc( value from 0.1 to 1)

 

I have attached sample data for reference, please suggest.

 

MartinAa_0-1675410712026.png

 

So as an output - 

empnamemonthallocationPerc
RockyDec 202250%
RockyJan 2022100%
RockyFeb 2022100%

Dec 2022 - 50% Because only 15days are allocated in that month. 
And so on ..!! 

..

Thank you . 

-Martin

 

 

Hi - @wdx223_Daniel  . Would really appreciate if you could help me on this..!!

1 ACCEPTED SOLUTION
v-tangjie-msft
Community Support
Community Support

Hi @MartinAa ,

 

According to your description, here are my steps you can follow as a solution.

(1) My test data is the same as yours.

(2) We can create a table.

Output = 
var _a = ADDCOLUMNS(CALENDAR(MIN('Table'[start_date]),MAX('Table'[end_date])),"Month",FORMAT([Date],"MMM YYYY"))
var _b = CROSSJOIN(VALUES('Table'[empname]),_a)
var _c = ADDCOLUMNS(_b,"FFlag",SUMX(ADDCOLUMNS(FILTER('Table',[empname]=EARLIER('Table'[empname])),"Flag",IF([Date]>=[start_date]&&[Date]<=[end_date],1,0)),[Flag]))
var _d = SUMMARIZE(_c,'Table'[empname],[Month],"allocationPerc",DIVIDE(COUNTX(FILTER(_c,[empname]=EARLIER('Table'[empname])&&[Month]=EARLIER([Month])&&[FFlag]<>0),[FFlag]),MAXX(FILTER(_a,[Month]=EARLIER([Month])),DAY(EOMONTH([Date],0)))))
return FILTER(_d,[allocationPerc]<>0)

(3) Then the result is as follows.

vtangjiemsft_0-1675671137855.png

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

View solution in original post

3 REPLIES 3
v-tangjie-msft
Community Support
Community Support

Hi @MartinAa ,

 

According to your description, here are my steps you can follow as a solution.

(1) My test data is the same as yours.

(2) We can create a table.

Output = 
var _a = ADDCOLUMNS(CALENDAR(MIN('Table'[start_date]),MAX('Table'[end_date])),"Month",FORMAT([Date],"MMM YYYY"))
var _b = CROSSJOIN(VALUES('Table'[empname]),_a)
var _c = ADDCOLUMNS(_b,"FFlag",SUMX(ADDCOLUMNS(FILTER('Table',[empname]=EARLIER('Table'[empname])),"Flag",IF([Date]>=[start_date]&&[Date]<=[end_date],1,0)),[Flag]))
var _d = SUMMARIZE(_c,'Table'[empname],[Month],"allocationPerc",DIVIDE(COUNTX(FILTER(_c,[empname]=EARLIER('Table'[empname])&&[Month]=EARLIER([Month])&&[FFlag]<>0),[FFlag]),MAXX(FILTER(_a,[Month]=EARLIER([Month])),DAY(EOMONTH([Date],0)))))
return FILTER(_d,[allocationPerc]<>0)

(3) Then the result is as follows.

vtangjiemsft_0-1675671137855.png

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

Thank you very much @v-tangjie-msft ..!! 

 

lbendlin
Super User
Super User

Please provide sample data that covers your issue or question completely.
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Helpful resources

Announcements
Europe Fabric Conference

Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

Power BI Carousel June 2024

Power BI Monthly Update - June 2024

Check out the June 2024 Power BI update to learn about new features.

RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.