Resource Allocation Report

[Apaco89]

Hello, 

I need a help for creating a resource allocation report in a monthly and weekly timeline. 

We have 3 tables, Allcoation, Project and Resource

Allocation table has below fields

--Start Date, End Date, Allocation %,

Project Table has project name and the Resource table has Resource name. All the three table has a relation. 

I need to to buid a chart which shows resource allocation % for each week, month. 

Can any one please help me on this?  Plesae let me know if you need more details. 

Thanks,

Apaco

[Ashish_Mathur]

Hi,

Share the 3 datasets in a format that can be pasted in MS Excel.  Also, please ensure that there is a week number column in the Allocatino Table.

[Apaco89]

,

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.

Hope this helps.

[Apaco89]

Thank you very much !

[Ashish_Mathur]

You are welcome.  Kinldy kudos the post and mark it as Solution.  Please click on multiple Resources and try yourself.

[Apaco89]

.

[Ashish_Mathur]

Hi,

Click on Edit Queries and select the Resource Allocation Table.  You will see all the Applied steps in the right hand side pane.

[Anonymous]

Hi, the link you posted is broken.

[Anonymous]

I'm assuming you want to show this overtime i.e as a line chart?

You can use the date field as the axis and the allocation % field as the values. Depending on how you represent the data you can use the raw date field or select 'Date hierarchy' this will allow you to view it as Year,Quarter,Month or Daily. 

You can create a field using the DAX 'today()' function and create a relative date filter. This will allow you too select 'last,this or next' in weeks,months or years. 

You can create two line charts one Monthly and one Weekly both with separate filters (based on above method) to achieve this.

Hopefully this makes sense and helps!