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Hello all,
I have a requirement wherein I need to define user's occupancy in a month based on number of projects assigned during the time period. Ex: For January month if a user has 6 projects planned between Jan 5-Jan 25, 1st project is falling between Jan 5th-Jan10th, 2nd & 3rd project between Jan 10-Jan15th and Last 3 project between Jan 16th-Jan 25th, then for the 1st condition, the timeline should be relatively free colored green, for 2nd condition, it should be medium as there's 2 projects and colored yellow and for the last 3 project it should be high colored red and all this needs to defined based on demands and start and end date of task.
Basically If one task then free = green, 2 task then medium =yellow and if user has 3 task and more than highly busy = red based on dates overlap. I need this to be visualised.
Below is the sample data.
Task Number | Users | Start Date | Complete Date |
101 | John | 1/1/2024 | 5/1/2024 |
102 | John | 6/1/2024 | 11/1/2024 |
103 | John | 6/1/2024 | 11/1/2024 |
104 | John | 6/1/2024 | 11/1/2024 |
105 | John | 12/1/2024 | 17/1/2024 |
106 | John | 12/1/2024 | 17/1/2024 |
107 | John | 18/1/22024 | 23/1/2024 |
108 | John | 18/1/22024 | 23/1/2024 |
109 | John | 18/1/22024 | 23/1/2024 |
110 | John | 18/1/22024 | 23/1/2024 |
111 | John | 18/1/22024 | 23/1/2024 |
112 | John | 18/1/22024 | 23/1/2024 |
113 | Bethany | 1/1/2024 | 4/1/2024 |
114 | Bethany | 1/1/2024 | 4/1/2024 |
115 | Bethany | 5/1/2024 | 6/1/2024 |
116 | Bethany | 6/1/2024 | 11/1/2024 |
117 | Bethany | 6/1/2024 | 11/1/2024 |
118 | Bethany | 18/1/22024 | 23/1/2024 |
119 | Bethany | 18/1/22024 | 23/1/2024 |
120 | Bethany | 18/1/22024 | 23/1/2024 |
121 | Bethany | 24/1/2024 | 30/1/2024 |
122 | Bethany | 24/1/2024 | 30/1/2024 |
123 | Bethany | 24/1/2024 | 30/1/2024 |
124 | Bethany | 24/1/2024 | 30/1/2024 |
KIndly help. Thanks in advance.
Vizualizing it might be a little tricky, but I figure I'll at least get you started.
first you'll need some kind of date table, if you don't have one you can create a new table with a measure like this:
Date =
CALENDAR (DATE(2020,1,1), DATE(2025,12,31))
you'll likely want to make sure its a date as opposed to datetime
your active tasks measure will then be:
Active Tasks =
CALCULATE(
COUNTROWS('Tasks'),
FILTER(
'Tasks',
'Tasks'[Start Date] <= MAX('Date'[Date]) &&
'Tasks'[Complete Date] >= MIN('Date'[Date])
)
)
Plugging that into a matrix does show that it works, but of course is not a good visualization of the data
As far as visualization goes it kind of depends on what you are wanting to see.
if you want to see multiple users simultaneously then you would probably ideally want to use a Gantt chart, but there isn't a default one, and I'm not aware of a free one on the store that would implement this without some kind of hacky solution.
another option would be to use a heatmap which is going to be likely much easier to implement, but may not be as visually clear or appealing.
if you want to look at only one or a few people at a time a calendar kind of format might work well
Thanks Corey. Much appreciated.
what I am looking for is something like bar chart or timeline chart listing all user one below other with bar against each categorised based on their occupancy for that month with green yellow and red range. Will try what you mentioned and let see. Thanks again.
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