Groupings & Binning from a Calc Field

[Sb00cheh]

Hi all,

Wondering if there's a simple solve for this. I have a report for PTO analysis (in timesheet form), and I'm trying to calculate PTO usuage from each of those individuals within set period of time (quarter & years). I've created a calc field to sum pto time, and it's linked to a date table. I'm trying to get these groups of folks into groups of "No PTO used, less than a week, 1 - 2 weeks, 2 - 3 weeks and 4+ weeks". My IIF measure formula works (IF(pto)<=0 "no pto", etc) from an employee individual level in a table, however, when I want to analyze the count of those groups within a certain BU, Region, Company, it's just utilizing a sum of all PTO within each set. How would I be able to get a count? I've tried creating a reference table with the groups, but struggling to make the relationships especially since I'm trying to break it out by certasin periods of time. 

Any help would be greatly appreciated.

[v-saisrao-msft]

Hi @Sb00cheh ,

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Thank you.

[danextian]

Hi @Sb00cheh 

It appears you created a calculated column to bin which isn't dynamic and isn't aware of slicer selections. You will need to use a disconnected table and a measure referencing it. I have several sample tutorials on YouTube which might address your use case:

https://youtu.be/ErNozA58sLs

https://youtu.be/dEuDlcSzk7k

If you want a more suited answer, pease provide a workable sample data (not an image), your expected result from the same sample data and your reasoning behind. You may post a link to Excel or a sanitized copy of your PBIX stored in the cloud.  https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

[Ritaf1983]

Hi @Sb00cheh 

Hi,
It’s a bit hard to fully understand the structure without a PBIX file or a sample dataset, but based on what you’ve described, this sounds like a classic case of dynamic segmentation – where you want to bucket people into ranges based on calculated PTO usage.

I’d highly recommend watching this excellent video by SQLBI that explains how to implement dynamic segmentation using DAX:
https://www.youtube.com/watch?v=FDa0I3J3h-c

If your scenario is different, I recommend sharing a simplified PBIX file that includes your data model logic (without any sensitive information) and showing the expected output in a visual. You can upload it to any public cloud (e.g., OneDrive, Google Drive) and share the link here. That will help others give more targeted guidance.

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