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Anonymous
Not applicable

Matrix issue

I have data of employeeName, ProjectName, NoOfHoursWorked, MonthName, ProjectID. Lets say one employee has booked his hours for multiple projects throughtout the year. There are 2 project types. "Billable" and "Retained". One employee can book his hours for both billable and retained project types for a given month. For every month, I have to find out "Engagement status" of employees. i.e, whether they are "Available" or "Engaged". If sum of number of hours booked by a employee for a month for retained projects is greater than 70 hours, its engagement status will be  "Available" and if sum of Its all months hence its showing Gaurav name. But  if filtered out to only one month, ex: Septemeber, since his no of hours for any project is  not more than 70 hours even though sum of hours is exceeding 70 hours, his name is missing in filtered matrix.Its all months hence its showing Gaurav name. But if filtered out to only one month, ex: Septemeber, since his no of hours for any project is not more than 70 hours even though sum of hours is exceeding 70 hours, his name is missing in filtered matrix.number of hours booked by a employee for a month for billable projects is greater than 70 hours then engagement status will be "Engaged". I have created a measure called "Engagement status" with 6 conditions for this. Now I created a matrix with EmployeeName and ProjectName in rows, MonthName in Columns and Number of hours and Engagement status in values. Now if I consider all months and drop down employeename to projectname then it shows all projects and their no of hours irrespective of whether number of hours is greater than 70 or no. But when I filter down MonthName using filter pane in visualization to any one month then it is showing only those employeeName and projects for which hours is greater than 70 hours. And if hours for all projects is not greater than 70 hours then that employeeName is missing from the matrix list. So how to fix this. Please help me with where I am going wrong.    

1 REPLY 1
amitchandak
Super User
Super User

@Anonymous , Try measures like

 

M1= calculate(Sum(Table[Hour]), allexcept(Table[Employee], Table[Month Year]))

 

M2= if([M2]>70, "Engaged", "Available")

 

if you need then slicer, do segmentation on M2 measure

 

Dynamic segmentation -Measure to Dimension conversion: https://youtu.be/gzY40NWJpWQ

Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://youtu.be/EyL7KMw877Q

Power BI ABC Analysis using Window function, Dynamic Segmentation: https://youtu.be/A8mQND2xSR4

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