How to calculate overtime in payroll in a matrix?

[croberts21]

I'm still pretty new to PBI. I have Free PBI Desktop v2.100.1182 (64 bit free version Dec 2021) on Windows 10. I use an ODBC driver to connect to a Postgresql database server. I use a Remote Desktop connection to connect to another PC that runs PBI. I share the PBI computer with one other person.

I have a zip file with a PBIX file with sample data here: https://gilsongraphics-my.sharepoint.com/:u:/p/croberts/EcE6N9xyQfFItDLuzIDqMtoBxjAHXhjRkI_lBXkZk4Xe...

The zip file contains two .XLSX files but not the dataset for the department. Do not refresh the data.

I have a matrix. On the left is a department number and name (comes from a new column), and under the [+] sign for each department are the employees. Across the top are the "Short Desc" for payroll types which vary, but for this week are: PMLA, REG (regular time), VAC (Vacation), Jury (Jury duty). 

One table is EmpTime with these fields:

Empid

Hours (in decimal format)

Startdate (so I can calculate only payroll hours for a given week at a time)

Payrolltype (which is a number and links to a table "PayrollTypes", which gives me the short name of the payroll type).

Across the type are Hours summed by PayrollType[ShortDesc].

I have searched Microsoft tutorials, youtube videos, and other sites but nothing is really close to the situation I have.

Here is some fake data and what I have so far in a matrix.

1. Is a matrix the right thing for this job? 
2. I need to calculate overtime for each person but only some payroll types will count. PMLA (sick time) will not count towards overtime. REG, VAC, and JURY will count towards overtime.

I have a PBIX file with fake data available. 

Thank you!

[V-lianl-msft]

Hi @croberts21 ,

Sorry, I'm not sure what you expect. See if this is what you expect

Measure = CALCULATE(SUM(EmpTimeSheet[Total Hours]),FILTER(EmpTimeSheet,EmpTimeSheet[ptype]<>5031))

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[croberts21]

Hello again.

I put your formula into a Measure called PossibleHours. But Power BI won't let me drag PossibleHours to the matrix Columns area. And when I check PossibleHours I get this which is not what I want: 

I would only like on instance of PossibleHours on the far right of the matrix.

Here's a new zip file with new PBIX file with supporting Excel files.

https://gilsongraphics-my.sharepoint.com/:u:/p/croberts/EcE6N9xyQfFItDLuzIDqMtoBxjAHXhjRkI_lBXkZk4Xe...

[croberts21]

I think I should back up. I first want to calculate a column, call it "PossibleHours", with the sum of hours for payrolltypes 9, 5018, 1 and 6 to see if the person gets overtime. PMLA (5031) does not count towards overtime. Here is my matrix now. If "PossibleHours" is > 40  then the person gets overtime pay based on PossibleHours -40. 

I looked through documentation about the dax SUM function and it only takes one column. Doc here: https://docs.microsoft.com/en-us/dax/sum-function-dax

My table fields are here. 

Thank you for your help. I've done at least 6 tutorials but they are far too simple for my case. And this forum and a search engine are my only sources of tech support.

I have updated my zip file here with the PBIX file and supporting XLSX data sources: https://gilsongraphics-my.sharepoint.com/:u:/p/croberts/EcE6N9xyQfFItDLuzIDqMtoBxjAHXhjRkI_lBXkZk4Xe...