Monthly Resource Allocation

[forti4040]

Hello All,

I have a large set of data tied to project names, employees, resource loading, and start/end dates of those projects. I'd like to be able to graph the work efforts of the employees over a given period of time. 

Example:

Employee 1 works on Project A and it takes 50% of their capacity. Project A starts on 1/1/2019 and ends on 6/1/2019. I would want to reflect on a graph that Employee 1 is at a 50% loading every month between 1/1/2019 and 6/1/2019.

How do I extrapolate the loading information across every month occuring between the Start/Finish dates? Right now I can only figure out how to assign the loading to EITHER the Start OR Finish dates. 

Thanks in advance for any help!

[v-yuta-msft]

@forti4040 ,

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@forti4040 wrote:

Hello All,

I have a large set of data tied to project names, employees, resource loading, and start/end dates of those projects. I'd like to be able to graph the work efforts of the employees over a given period of time. 

Example:

Employee 1 works on Project A and it takes 50% of their capacity. Project A starts on 1/1/2019 and ends on 6/1/2019. I would want to reflect on a graph that Employee 1 is at a 50% loading every month between 1/1/2019 and 6/1/2019.

How do I extrapolate the loading information across every month occuring between the Start/Finish dates? Right now I can only figure out how to assign the loading to EITHER the Start OR Finish dates. 

Thanks in advance for any help!

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Could you please share more details about your requirement and post some sample data for further analysis?

Community Support Team _ Jimmy Tao

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

[forti4040]

@v-yuta-msft  thanks for the reply, 

Here is a link to an excel file that is an example of the data: We Transfer Link

The data highlighted in yellow would be existing in my query. All other data would need to be calculated by Power BI. The gist being that I have a loading and a start/finish date, but I need to apply that loading every month between the start/finish date. Then I can graph that loading across a monthly basis. I've also attached a screenshot of my sample data in case that's helpful.

Hope this makes sense...

[forti4040 · Accepted solution]

I found a solution here: https://community.powerbi.com/t5/Desktop/Repeat-sum-over-date-range/m-p/291025#M128196