Forum Discussion
Monthly workload summing each phase from each project
Hello,
I'm looking for the best approach to represent monthly workload for all our projects considering theoretical workload (field [Workload [%]]) for each phases.
I've a data set looking this:
| Projet | Owner | Activity | Phase | Workload [%] | Start date | Due date |
| 12154256 | Paul | Activity 01 | Initiation | 5% | 14.10.2023 | 25.11.2023 |
| 12154256 | Paul | Activity 02 | Planning | 25% | 25.11.2023 | 18.12.2023 |
| 12154256 | Paul | Activity 03 | Planning | 25% | 25.11.2023 | 07.01.2024 |
| 12154256 | Paul | Activity 04 | Execution & Control | 15% | 07.01.2024 | 09.02.2024 |
| 12154256 | Paul | Activity 05 | Execution & Control | 15% | 25.01.2024 | 17.03.2024 |
| 12154256 | Paul | Activity 06 | Execution & Control | 15% | 08.05.2024 | 09.06.2024 |
| 12154256 | Paul | Activity 07 | Execution & Control | 15% | 12.02.2024 | 10.10.2024 |
| 12154256 | Paul | Activity 08 | Execution & Control | 15% | 19.03.2024 | 22.04.2024 |
| 12154256 | Paul | Activity 09 | Closure | 10% | 09.06.2024 | 25.06.2024 |
| 546897426 | Michel | Activity 01 | Initiation | 5% | 03.08.2023 | 11.10.2023 |
| 546897426 | Michel | Activity 02 | Initiation | 5% | 09.09.2023 | 28.09.2023 |
| 546897426 | Michel | Activity 03 | Planning | 25% | 11.10.2023 | 13.12.2023 |
| 546897426 | Michel | Activity 04 | Planning | 25% | 25.10.2023 | 17.12.2023 |
| 546897426 | Michel | Activity 05 | Planning | 25% | 12.11.2023 | 28.11.2023 |
| 546897426 | Michel | Activity 06 | Execution & Control | 15% | 17.12.2023 | 15.01.2024 |
| 546897426 | Michel | Activity 07 | Execution & Control | 15% | 24.02.2024 | 25.04.2024 |
| 546897426 | Michel | Activity 08 | Execution & Control | 15% | 04.01.2024 | 17.03.2024 |
| 546897426 | Michel | Activity 09 | Execution & Control | 15% | 07.02.2024 | 25.04.2024 |
| 546897426 | Michel | Activity 10 | Closure | 10% | 17.05.2024 | 08.06.2024 |
| 546897426 | Michel | Activity 11 | Closure | 10% | 25.04.2024 | 12.05.2024 |
| 1654646168 | Paul | Activity 01 | Initiation | 5% | 15.12.2023 | 22.01.2024 |
| 1654646168 | Paul | Activity 02 | Planning | 25% | 22.01.2024 | 15.03.2024 |
| 1654646168 | Paul | Activity 03 | Execution & Control | 15% | 15.03.2024 | 19.06.2024 |
| 1654646168 | Paul | Activity 04 | Closure | 10% | 19.06.2024 | 18.07.2024 |
What I'm looking to do is to have the full workload month by month.
NB: At this stage Owner and Activity are just for information now (later, I'll had the possibility to filter by Owner)
NB2: Workload is always the same by project phase:
| Phase | Workload |
| Initiation | 5% |
| Planning | 25% |
| Execution & Control | 15% |
| Closure | 10% |
=> for each single project, earliest start date and latest due date by phase should be considered
The 1st step is probably for each line of my table to identify the earliest start date/latest due date by phase for each project (I've been able to do it):
Next step would probably be to build a virtual (or real) table from earliest start date (here: August 23) to latest due date (here: October 24) and calculate each month the workload by project and phase according below illustration:
Would someone know how I can get there (or simpler approach to get the "Total worload by month" in my upper example)?
Thanks in advance.
Have a great week-end.
Fab
Hello, Fab117,
I think I got you:Btw I think I found some issues in your calculations as 31-3 = 28 but it's not 93% but 90% but other than that it seems working. Based on your example.
Here's the file:
8 Replies
- vojtechsimaSuper User
Hello, Fab117,
I think I got you:Btw I think I found some issues in your calculations as 31-3 = 28 but it's not 93% but 90% but other than that it seems working. Based on your example.
Here's the file:
- Fab117Helper IV
Big thank you for spending time on my challenge.
Your proposal is great. I was not expecting to look for the solution in Power Query, but why not.
After deep review (I'm quite new in Power BI), I think I understood all your steps up to the result.
I'll now try to apply to my specific case.
Have a nice week.
Fab
- vojtechsimaSuper User
Well, it's easier to have a physical table for this kind of stuff because doing it in DAX would be just a pain 😄
Happy to help, kudos are appreciated. Lemme know if you need some steps better explained.