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skumar365
Regular Visitor

Employee data modelling

Hi,

I am new to power BI and need some assistance in modelling the employee of a small firm for the power bi application. I have employee data for 3 months with the following feilds and need to create a power BI application to show the headcont (monthwise) , month on month increase, etc).

  • Month
  • ID
  • Name
  • Grade
  • Position
  • Unit

Appreciate an expert advise to create a best model for power bi reports. Thank you..

Regards.

Kumar

1 ACCEPTED SOLUTION

Hi,

 

You should place all Excel files (one for each month and with the same structure month on month) in a single folder.  Using Query Editor of PowerBI desktop, append data from all Excel files.  Create a Calendar Table and build a relatioship from the Date column of your appended dataset to the Date column of the Calendar Table.

 

We can then write measures to model your data and build visuals.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

7 REPLIES 7
Greg_Deckler
Super User
Super User

Have a look at the TOTALMTD and PARALLELPERIOD functions:

 

https://msdn.microsoft.com/en-us/library/ee634560.aspx

 

https://msdn.microsoft.com/en-us/library/ee634873.aspx


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Thanks Greg for the link, but i would need some help to model the data. Should i place the data in separate excel files for each months, or should i upload only the changes each month?.. Note that every month i will have same set of employees with 1 or 2 new joiners or leavers etc.. Would you be able to assist with this?

 

Thank you

In general, tabular models like denormalized data so I would put it all in a single table with maybe a dimension for your date. Sample data would help in making some of those determinations.

 

Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

 

Thanks Gerg. Sorry unable to attach the actual file as there is no option to upload the file, but i have posted the picture of the tables below.

 

sample.jpg

Hi,

 

You should place all Excel files (one for each month and with the same structure month on month) in a single folder.  Using Query Editor of PowerBI desktop, append data from all Excel files.  Create a Calendar Table and build a relatioship from the Date column of your appended dataset to the Date column of the Calendar Table.

 

We can then write measures to model your data and build visuals.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thank you Ashish for the guidance.

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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