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jim842
Microsoft Employee
Microsoft Employee

Filter two dimensions across two tables for a line and column chart

Hi,

 

I'm hitting some of the limits of my PBI knowledge so i'm not even sure if what i'm asking for is the right terminology. 

 

I have two tables once that lists a persons capacity by day across a month, the other that lists the work that is assigned to them in a given month (there are some other columns but not relevant to this action)

Work Capacity Table

SprintStartDateUserNameUserNameHourDayTypeWorkDate
12/1/2022Person A6WorkDay12/1/2022
12/1/2022Person A6WorkDay12/2/2022
12/1/2022Person A6WorkDay12/5/2022
12/1/2022Person A6WorkDay12/6/2022
12/1/2022Person B6WorkDay12/1/2022
12/1/2022Person B6WorkDay12/2/2022
12/1/2022Person B6WorkDay12/5/2022
12/1/2022Person B6WorkDay12/6/2022
12/1/2022Person C6WorkDay12/1/2022
12/1/2022Person C6WorkDay12/2/2022
12/1/2022Person C6WorkDay12/5/2022
12/1/2022Person C6WorkDay12/6/2022
12/1/2022Person D6WorkDay12/1/2022
12/1/2022Person D6WorkDay12/2/2022
12/1/2022Person D6WorkDay12/5/2022
12/1/2022Person D6WorkDay12/6/2022

 

Work Activity Table

Assigned ToIteration Start DateIteration End DateTitleStateWork Item TypeRemaining Work
Person C12/1/202212/31/2022DataDoneTask0
Person B12/1/202212/31/2022DataNot StartedTask1
Person B12/1/202212/31/2022DataNot StartedTask6
Person C12/1/202212/31/2022DataNot StartedTask24
Person C12/1/202212/31/2022DataNot StartedTask4
Person C12/1/202212/31/2022DataNot StartedTask8
Person C12/1/202212/31/2022DataNot StartedTask8
Person B12/1/202212/31/2022DataNot StartedTask18
Person B12/1/202212/31/2022DataNot StartedTask5
Person B12/1/202212/31/2022DataNot StartedTask8
Person B12/1/202212/31/2022DataNot StartedTask2
Person B12/1/202212/31/2022DataNot StartedTask2
Person B12/1/202212/31/2022DataNot StartedTask5
Person B12/1/202212/31/2022DataNot StartedTask5
Person B12/1/202212/31/2022DataNot StartedTask2
Person B12/1/202212/31/2022DataNot StartedTask6
Person B12/1/202212/31/2022DataNot StartedTask1

 

Right now i have a Many > Many Relationship Setup between the tables between

Username [in Capacities] and Assigned to [in Work Activity]

jim842_0-1668801826078.png

 

So right now if i select a user, It will filter to only that user on both tables.  

 

From there i'm able to make seperate views that will filter my results.  However if i try to add both together, all that ends up happening is that my remaining work ends up just being a sum and not actually filtered to the right month for each user

jim842_2-1668802384816.png

The same thing happens in reverse if i try to look at it on my visual for remaining work

jim842_3-1668802522301.png

 

I tried making two many:many relationships, but it doesn't look like i can have them both active.

 

Ideally i'd want the months to line up on each graph, but i'm not sure how to tackle that. 

 

I'm assuming I need to create some sort of intermediary table (or possibly a table that summarizes the remaining capacity per person per month) to be able to sort on multiple dimensions like this, but I'm not sure of what I need to even be looking for.  

 

Any help that can point me in the right direction would be super appreciated

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@jim842 , You need to create a common employee, date, and user name table and analyze data across that 

https://amitchandak.medium.com/power-bi-when-i-asked-you-to-create-common-tables-a-quick-dax-solutio...

 

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

 

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2 REPLIES 2
jim842
Microsoft Employee
Microsoft Employee

Awesome!

 

Thank you!

amitchandak
Super User
Super User

@jim842 , You need to create a common employee, date, and user name table and analyze data across that 

https://amitchandak.medium.com/power-bi-when-i-asked-you-to-create-common-tables-a-quick-dax-solutio...

 

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

 

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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