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Anonymous
Not applicable

Need help with headcount transition between companies

Ho all,

fairly new to PBI, so scratching my head how to approach the following.

I have list of employees, with employees statistics - i.e. date of hire, date when left and transtion date (whenever employee changed position, department or company inside of a group). For each employee I have a unique id code, and for each employee moevement within the group we have a separate line in excel datasource.  See example below:

CompanyEmployee codeEmployee nameEmployee last nameHire dateLast dateTransition dateTransition ID
A112JohnDoe1/12020   
A112JohnDoe  1/12/20211001
A112JohnDoe  6/30/20211002
A112JohnDoe 5/16/2023  
B112JohnDoe  1/12/20212002
B112JohnDoe  6/30/20212001

We also have a separate table for movement IDs

Transition IDTransition reason
1001moved out company A
1002moved in company A
1003moved to part-time
1004moved between departments
2001moved out company B
2002moved in company B
2003moved to part-time
2004moved between departments
1 REPLY 1
Anonymous
Not applicable

List of employees is connected with automatic calendar, and table with transition IDs in PBI.

Calendar and list of employees have indirect connections.

 

Q: how to create a mesaure to reflect quanity of total headcount and quantity of headcount that was transitioned in a given period?

 

For a regular measure, when I need to count headcount based on hire and last date, I have the following: 

Count of employees = COUNTROWS ( VALUES ( Employees_Total[Employee key]))
 
Headcount = CALCULATE([Count of employees], filter(Employees_Total, (Employees_Total[Employment date]<= MAX('Calendar'[Date]) && Employees_Total[Termination date] > MAX('Calendar'[Date]) || (Employees_Total[Employment date]<= MAX('Calendar'[Date]) && isblank(Employees_Total[Termination date])))))
 
but these measures do not include any transaitions between companies nad dates of those transitions

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