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Fab117's avatar
Fab117
Helper IV
2 years ago
Solved

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:

ProjetOwnerActivityPhaseWorkload [%]Start dateDue date
12154256PaulActivity 01Initiation5%14.10.202325.11.2023
12154256PaulActivity 02Planning25%25.11.202318.12.2023
12154256PaulActivity 03Planning25%25.11.202307.01.2024
12154256PaulActivity 04Execution & Control15%07.01.202409.02.2024
12154256PaulActivity 05Execution & Control15%25.01.202417.03.2024
12154256PaulActivity 06Execution & Control15%08.05.202409.06.2024
12154256PaulActivity 07Execution & Control15%12.02.202410.10.2024
12154256PaulActivity 08Execution & Control15%19.03.202422.04.2024
12154256PaulActivity 09Closure10%09.06.202425.06.2024
546897426MichelActivity 01Initiation5%03.08.202311.10.2023
546897426MichelActivity 02Initiation5%09.09.202328.09.2023
546897426MichelActivity 03Planning25%11.10.202313.12.2023
546897426MichelActivity 04Planning25%25.10.202317.12.2023
546897426MichelActivity 05Planning25%12.11.202328.11.2023
546897426MichelActivity 06Execution & Control15%17.12.202315.01.2024
546897426MichelActivity 07Execution & Control15%24.02.202425.04.2024
546897426MichelActivity 08Execution & Control15%04.01.202417.03.2024
546897426MichelActivity 09Execution & Control15%07.02.202425.04.2024
546897426MichelActivity 10Closure10%17.05.202408.06.2024
546897426MichelActivity 11Closure10%25.04.202412.05.2024
1654646168PaulActivity 01Initiation5%15.12.202322.01.2024
1654646168PaulActivity 02Planning25%22.01.202415.03.2024
1654646168PaulActivity 03Execution & Control15%15.03.202419.06.2024
1654646168PaulActivity 04Closure10%19.06.202418.07.2024

 

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:

PhaseWorkload
Initiation5%
Planning25%
Execution & Control15%
Closure10%

 

=> 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

8 Replies

    • Fab117's avatar
      Fab117
      Helper IV

      vojtechsima 

      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

      • vojtechsima's avatar
        vojtechsima
        Super 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.