Resource Management DAX and Visualizations

[Anonymous]

I am creating my first Power BI in attempts to track resource management and capacity planning for my company. I have pulled the data that I believe I need from our server as well as an OData feed. I inserted a date table as well, but am unsure of how to move forward. I would like to be able to filter by project, task, and resource to see how many hours they are currently assigned. I'm not sure if I need to write DAX to build these relationships so I can see them in visualizations, and am unsure which visualizations to use. Any advice is greatly appreciated!

[v-yueyunzh-msft]

Hi , @Anonymous 

According to your description, you wan to " filter by project, task, and resource to see how many hours they are currently assigned".
First we need to create a right relationship between our tables. This will determine the filter context after creating our visuals.

For more information, you can refer to :
Create and manage relationships in Power BI Desktop - Power BI | Microsoft Learn

Second,For the "filter by project, task",  you can create a slicer visual to realize it , for this , you can refer to :
Slicers in Power BI - Power BI | Microsoft Learn

Third,"see how many hours they are currently assigned",you need to put the fields in the table you need and select the visuals to put in and see the data is right or no.And for first you can use the Table or Matrix visual to test the data until you get the right result.

For more information, you can refer to :
Table visualizations in Power BI reports and dashboards - Power BI | Microsoft Learn

And for if you need to write dax ,this is determined by your business needs.If you place the field on the visual and configure the corresponding sum/count: It still doesn't meet your needs, then you may need to create some measures.

For more information, you can refer to :
Tutorial: Create your own measures in Power BI Desktop - Power BI | Microsoft Learn

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

Best Regards,

Aniya Zhang

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