Employee Workload - Underlying data structure suggestions?

Hi FoolzRailer1 

Option1:

Create a new Excel template with separate sheets:

Create Relationships:

Projects (1) ←→ (*) Workload_Data ←→ (*) Employees (1)
Employees (1) ←→ (*) Leave_Data
Date_Table (1) ←→ (*) Workload_Data

If you don't want the above then try below:

Step 1: Load Data into Power BI

1. Get Data → Excel → Select your workbook
2. In Power Query Editor, select your data table

Step 2: Unpivot Month Columns

1. Select all month columns (Jan-22, Feb-22, etc.)
2. Transform → Unpivot Columns
3. Rename columns:
   • "Attribute" → "Month_Year"
   • "Value" → "Planned_Days"

Step 3: Clean and Transform

// Add Year and Month columns
= Table.AddColumn(#"Unpivoted Columns", "Year", each Date.Year(Date.FromText("01-" & [Month_Year])))
= Table.AddColumn(#"Added Year", "Month", each Date.Month(Date.FromText("01-" & [Month_Year])))
= Table.AddColumn(#"Added Month", "Month_Name", each Date.MonthName(Date.FromText("01-" & [Month_Year])))

// Filter out null/empty values
= Table.SelectRows(#"Added Month_Name", each [Planned_Days] <> null and [Planned_Days] <> 0)

// Create Date column for better time intelligence
= Table.AddColumn(#"Filtered Rows", "Date", each Date.FromText("01-" & [Month_Year]))

Please let me know if this is what you expect?

Best Regards,