Forum Discussion
Project Management - Dynamic Matrix Headers to show resources
HI friends,
for those in the projet management space, I have a tough nut to crack and i'm looking for your help. The goal is to analyse the allocation of tasks for a given resource and see whether they're overallocated. I'm looking to display this inforamtion via a line curve and a matrix visual
Active variables: Start Date, End Date, Work effort (hours), task, responsible
Matrix Visual specs:
- Columns would be displayed dynamically in the matrix, only the the dates between start/end date would appear
- Rows would show the tasks for a given resource
- Values would be the linear distribution of the hours over the duration
i.e. if a task has 100 hours of effort over a duration of 50 days = 2 hours per day that is applied linearly
Curve spec:
- display the cummulative amount of work for a given resource per day
I would add a slicer to allow me to switch between resources
Bonus: If this can be switched to show weeks, months, quarters and years dynamically
Let me know if you have any questions.
Thanks
- Jay
here's some sample data
| Task Title | Resource | Start_date | End_date | Work Effort |
| System No-Load Tests 5.6_3.6 | J Gouma | 15-May-21 | 15-May-23 | 100.00 |
| End of Travel Tests | J Gouma | 15-May-21 | 15-May-24 | 200.00 |
| Empty Rail car & Locomotive Tests | J Gouma | 15-May-21 | 15-Nov-21 | 300.00 |
| (Dry) Tests | J Gouma | 15-May-21 | 15-Jul-22 | 400.00 |
| System trial | F Pacico | 15-May-20 | 15-May-22 | 50.00 |
| travel trial | F Pacico | 15-Apr-20 | 15-Apr-23 | 100.00 |
| empty bucket hopper | F Pacico | 15-Mar-19 | 15-Sep-19 | 65.00 |
| wet tests | F Pacico | 15-Feb-12 | 15-Apr-13 | 55.00 |
1 Reply
Hi Anonymous
Based on your description,
-
Goal:
to analyse the allocation of tasks for a given resource and see whether they're overallocated
Visual:
a line curve and a matrix visual
-
It would be better if you have a calendar table. It’s easy to create one if you don’t have. Your startdate is between 2012,2.15 – 2021,5,15, so I create a calendar table between 2012,2.15 – 2021,5,15 in my sample file.
Then create 4 columns: week, month, quarter, year,
Then we can switch to show weeks, months, quarters and years dynamically by using slicers as you want.
-
Sorry for not understanding your words “Values would be the linear distribution of the hours over the duration i.e. if a task has 100 hours of effort over a duration of 50 days = 2 hours per day that is applied linearly ”
could your add more details? I don’t know what should be put in the value of matrix.. so I just put work effort of your sample data into matrix.
Besides, it’s also not clear that “display the cummulative amount of work for a given resource per day”. Because there are several same resources and several different date periods for a given resource in your sample data. Do you want to summarize the amount from different periods? It would be better to give an example.
Best Regards,
Community Support Team _ Tang
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