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shantupm5
Helper III
Helper III

Training Eligibility Calculated Column

Good day!

 

My goal is to determine employee eligibility for training based on their job level and industry defined in Eligiblity Matrix. I have three tables: 'Eligibility Matrix', 'Employee Database', and 'Training Completion Report'.

I require a new calculated column in the 'Employee Database' that flags an employee as 'Eligible' if they've met the training criteria outlined in the 'Eligibility Matrix'.

The eligibility rules vary by training type:

  • If the 'Training Type' is 'Digital', the employee must have completed all trainings within any one of the given combinations (e.g., if 'VBA, POWER BI' is listed, they need both).

  • If the 'Training Type' is 'Domain', the employee needs to have completed at least one of the listed trainings."

 

will update data in the reply as its not allowing me since exceeded the characters

 


1 ACCEPTED SOLUTION
v-tsaipranay
Community Support
Community Support

Hi @shantupm5 ,

Thank you for reaching out to the Microsoft fabric community forum.

 

Since the eligibility logic especially for Digital Training, where an employee must complete all trainings from at least one valid combination is too complex for a calculated column, Power Query is the most effective approach.

 

Here's how you can implement it step-by-step: First, split the training combinations in the Eligibility Matrix into individual rows, and assign each combination a unique ID. Then, merge this with the Employee Database using Job Level and Industry to match each employee to their applicable combinations.

Next, join this with the Training Completion Report to identify which required trainings each employee has completed. By grouping and comparing the number of trainings completed against the total required per combination, you can identify valid completions.

Finally, aggregate at the employee level to flag whether they’ve completed any full combination, and merge this result back to the Employee Database table to mark each employee as "Eligible" or "Not Eligible".

 

Let me know if you'd like to apply the same logic for Domain Training as well, or if you'd like a sample PBIX for reference.

 

Thank you.

View solution in original post

7 REPLIES 7
v-tsaipranay
Community Support
Community Support

Hi @shantupm5 ,

 

We haven’t received an update from you in some time. Could you please let us know if the issue has been resolved?
If you still require support, please let us know, we are happy to assist you.

 

Thank you.

v-tsaipranay
Community Support
Community Support

Hi @shantupm5 ,

 

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

 

Thank you.

v-tsaipranay
Community Support
Community Support

Hi @shantupm5 ,

 

I wanted to follow up on our previous suggestions. We would like to hear back from you to ensure we can assist you further.

 

Thank you.

v-tsaipranay
Community Support
Community Support

Hi @shantupm5 ,

Thank you for reaching out to the Microsoft fabric community forum.

 

Since the eligibility logic especially for Digital Training, where an employee must complete all trainings from at least one valid combination is too complex for a calculated column, Power Query is the most effective approach.

 

Here's how you can implement it step-by-step: First, split the training combinations in the Eligibility Matrix into individual rows, and assign each combination a unique ID. Then, merge this with the Employee Database using Job Level and Industry to match each employee to their applicable combinations.

Next, join this with the Training Completion Report to identify which required trainings each employee has completed. By grouping and comparing the number of trainings completed against the total required per combination, you can identify valid completions.

Finally, aggregate at the employee level to flag whether they’ve completed any full combination, and merge this result back to the Employee Database table to mark each employee as "Eligible" or "Not Eligible".

 

Let me know if you'd like to apply the same logic for Domain Training as well, or if you'd like a sample PBIX for reference.

 

Thank you.

shantupm5
Helper III
Helper III

Eligiblity Matrix: 

IndustryJob LevelTraining TypeTraining
Generic3Digital TrainingAdvanced Excel ,VBA
Generic3Digital TrainingAdvanced Excel ,Python
Generic3Digital TrainingAdvanced Excel ,R Programming
Generic3Digital TrainingAdvanced Excel , R200 SQL
Generic3Digital TrainingAdvanced Excel ,Power BI
Generic3Digital TrainingAdvanced Excel ,Tableau
Generic3Digital TrainingAdvanced Excel ,Business Analyst
Generic3Digital TrainingAdvanced Excel ,MSBI
Generic3Digital TrainingVBA ,Advanced Excel
Generic3Digital TrainingVBA ,Python
Generic3Digital TrainingVBA ,R Programming
Generic3Digital TrainingVBA , R200 SQL
Generic3Digital TrainingVBA ,Power BI
Generic3Digital TrainingVBA ,Tableau
Generic3Digital TrainingVBA ,Business Analyst
Generic3Digital TrainingVBA ,MSBI
Generic3Digital TrainingPython ,Advanced Excel
Generic3Digital TrainingPython ,VBA
Generic3Digital TrainingPython ,R Programming
Generic3Digital TrainingPython , R200 SQL
Generic3Digital TrainingPython ,Power BI
Generic3Digital TrainingPython ,Tableau
Generic3Digital TrainingPython ,Business Analyst
Generic3Digital TrainingR Programming ,Advanced Excel
Generic3Digital TrainingR Programming ,VBA
Generic3Digital TrainingR Programming ,Python
Generic3Digital TrainingR Programming , R200 SQL
Generic3Digital TrainingR Programming ,Power BI
Generic3Digital TrainingR Programming ,Tableau
Generic3Digital TrainingR Programming ,Business Analyst
Generic3Digital TrainingR Programming ,MSBI
Generic3Digital Training R200 SQL ,Advanced Excel
Generic3Digital Training R200 SQL ,VBA
Generic3Digital Training R200 SQL ,Python
Generic3Digital Training R200 SQL ,R Programming
Generic3Digital Training R200 SQL ,Power BI
Generic3Digital Training R200 SQL ,Tableau
Generic3Digital Training R200 SQL ,Business Analyst
Generic3Digital Training R200 SQL ,MSBI
Generic3Digital TrainingPower BI ,Advanced Excel
Generic3Digital TrainingPower BI ,VBA
Generic3Digital TrainingPower BI ,Python
Generic3Digital TrainingPower BI ,R Programming
Generic3Digital TrainingPower BI , R200 SQL
Generic3Digital TrainingPower BI ,Tableau
Generic3Digital TrainingPower BI ,Business Analyst
Generic3Digital TrainingPower BI ,MSBI
Generic3Digital TrainingTableau ,Advanced Excel
Generic3Digital TrainingTableau ,VBA
Generic3Digital TrainingTableau ,Python
Generic3Digital TrainingTableau ,R Programming
Generic3Digital TrainingTableau , R200 SQL

 

 

Training Completion Report

 

Emp NoTrainings Completed
641VBA
638VBA
506VBA
534VBA
357VBA
276VBA
319VBA
556VBA
551VBA
670VBA
262VBA
456VBA
552VBA
669VBA
183VBA
420VBA
437VBA
120VBA
220VBA
171T300 - Advanced Supply Chain Management
157T300 - Advanced Supply Chain Management
596T300 - Advanced Supply Chain Management
602T300 - Advanced Supply Chain Management
142T300 - Advanced Supply Chain Management
185T300 - Advanced Supply Chain Management
388T300 - Advanced Supply Chain Management
497T300 - Advanced Supply Chain Management
553T300 - Advanced Supply Chain Management
161T300 - Advanced Supply Chain Management
151T300 - Advanced Supply Chain Management
513T300 - Advanced Supply Chain Management
470T300 - Advanced Supply Chain Management
544T300 - Advanced Supply Chain Management
144T300 - Advanced Supply Chain Management
669T300 - Advanced Supply Chain Management
468T300 - Advanced Supply Chain Management
549T300 - Advanced Supply Chain Management
537T300 - Advanced Supply Chain Management
159T300 - Advanced Supply Chain Management
421T300 - Advanced Supply Chain Management
207T300 - Advanced Supply Chain Management
598T300 - Advanced Supply Chain Management
515T300 - Advanced Supply Chain Management
602T300 - Advanced Supply Chain Management
605T300 - Advanced Supply Chain Management
557T300 - Advanced Supply Chain Management
552T300 - Advanced Supply Chain Management
522T300 - Advanced Supply Chain Management
550T300 - Advanced Supply Chain Management
547T300 - Advanced Supply Chain Management
499T300 - Advanced Supply Chain Management
147T300 - Advanced Supply Chain Management
549T300 - Advanced Supply Chain Management
602T200 - Supply Chain Management Workshop
13T200 - Supply Chain Management Workshop
610T200 - Supply Chain Management Workshop
501T200 - Supply Chain Management Workshop
4T200 - Supply Chain Management Workshop
6T200 - Supply Chain Management Workshop
6T200 - Supply Chain Management Workshop
570T200 - Supply Chain Management Workshop
558T200 - Supply Chain Management Workshop
189T200 - Supply Chain Management Workshop
497T200 - Supply Chain Management Workshop
9T200 - Supply Chain Management Workshop
483T200 - Supply Chain Management Workshop
503T200 - Supply Chain Management Workshop
236T200 - Supply Chain Management Workshop
221T200 - Supply Chain Management Workshop
506T200 - Supply Chain Management Workshop
612T200 - Supply Chain Management Workshop
643T200 - Supply Chain Management Workshop
560T200 - Supply Chain Management Workshop
171T200 - Supply Chain Management Workshop
10T200 - Supply Chain Management Workshop
154T200 - Supply Chain Management Workshop
196T200 - Supply Chain Management Workshop
236T200 - Supply Chain Management Workshop
368T200 - Supply Chain Management Workshop
623T200 - Supply Chain Management Workshop
222T200 - Supply Chain Management Workshop
100T200 - Supply Chain Management Workshop
8T200 - Supply Chain Management Workshop
670T200 - Supply Chain Management Workshop
274T200 - Supply Chain Management Workshop
708T200 - SCM in Telecom Industry
477T200 - SCM in Telecom Industry
267T200 - SCM in Telecom Industry
535T200 - SCM in Telecom Industry
374T200 - SCM in Telecom Industry
445T200 - SCM in Telecom Industry
534T200 - SCM in Telecom Industry
713T200 - SCM in Telecom Industry
538T200 - SCM in Telecom Industry
484T200 - SCM in Telecom Industry
595T200 - SCM in Telecom Industry
420T200 - SCM in Telecom Industry
376T200 - SCM in Telecom Industry
375T200 - SCM in Telecom Industry
640T200 - SCM in Software Industry
671T200 - SCM in Software Industry
672T200 - SCM in Software Industry
468T200 - SCM in Software Industry
436T200 - SCM in Software Industry
156T200 - Logistics Management
549T200 - Logistics Management
495T200 - Logistics Management
264T200 - Logistics Management
551T200 - Logistics Management
261T200 - Logistics Management
552T200 - Logistics Management
262T200 - Logistics Management
549T200 - Logistics Management
256T200 - Logistics Management
258T200 - Logistics Management
550T200 - Logistics Management
548T200 - Logistics Management
554T200 - Logistics Management
556T200 - Logistics Management
557T200 - Logistics Management
260T200 - Logistics Management
555T200 - Logistics Management
254T200 - Logistics Management
259T200 - Logistics Management
255T200 - Logistics Management
385T100 - Order Management in Telecom Industry
431T100 - Order Management in Telecom Industry
544T100 - Order Management in Telecom Industry
535T100 - Order Management in Telecom Industry
477T100 - Order Management in Telecom Industry
481T100 - Order Management in Telecom Industry
514T100 - Order Management in Software Industry
207T100 - Order Management in Software Industry
512T100 - Order Management in Software Industry
167T100 - Order Management in Software Industry
366T100 - Order Management in Software Industry
150T100 - Order Management in Software Industry
13T100 - Order Management in Software Industry
149T100 - Order Management in Software Industry
432T100 - Order Management in Software Industry
433T100 - Order Management in Software Industry
674T100 - Order Management in Software Industry
421T100 - Order Management in Software Industry
468T100 - Order Management in Software Industry
704T100 - Order Management in Software Industry
474T100 - Order Management in Software Industry
227T100 - Order Management in Software Industry
268T100 - Order Management in Software Industry
267T100 - Order Management in Software Industry
284T100 - Order Management in QTC
468T100 - Order Management in QTC
240T100 - Order Management in QTC
495T100 - Logistics Management
324T100 - Logistics Management
552T100 - Logistics Management
549T100 - Logistics Management
550T100 - Logistics Management
49T100 - Logistics Management
254T100 - Logistics Management
556T100 - Logistics Management
256T100 - Logistics Management
258T100 - Logistics Management
360T100 - Logistics Management
297T100 - Logistics Management
260T100 - Logistics Management
555T100 - Logistics Management
262T100 - Logistics Management
556T100 - Logistics Management
557T100 - Logistics Management
407T100 - Logistics Management
231T100 - Logistics Management
460T100 - Logistics Management
463T100 - Logistics Management
256T100 - Logistics Management
302T100 - Generic
672T100 - Generic
207T100 - Generic
218T100 - Generic
30T100 - Generic
35T100 - Generic
604T100 - Generic
95T100 - Generic
208T100 - Generic
388T100 - Generic
388T100 - Generic
311T100 - Generic
503T100 - Generic
556T100 - Generic
601T100 - Generic
10T100 - Generic
160T100 - Generic
4T100 - Generic
6T100 - Generic
218T100 - Generic
241T100 - Generic
366T100 - Generic
110T100 - Generic
151T100 - Generic
510T100 - Generic
658T100 - Generic
386T100 - Generic
612T100 - Generic
421T100 - Generic
468T100 - Generic
487T100 - Generic
714T100 - Generic
395T100 - Generic
373T100 - Generic
231T100 - Generic
408T100 - Generic
638Excel
658Excel
465Excel
480Excel
717Excel
548Excel
599Excel
314Excel
311Excel
670Excel
552Excel
456Excel
520Excel
628Excel
408Excel
399Excel
528Excel
546Excel
550Excel
644Excel
668Excel
704Excel
314Excel
715Excel
420Excel
180Excel
685Excel
392Excel
386Excel
687Excel

Employee DataBase: 

 

EmpNoJob LevelIndustry
13Generic
23Generic
33Generic
43Generic
53Generic
63Generic
73Generic
83Generic
93Generic
103Generic
1404Generic
1414Generic
1424Generic
1434Generic
1444Generic
1454Generic
1464Generic
1474Generic
2543Logistics
2553Logistics
2563Logistics
2573Logistics
2583Logistics
2593Logistics
2603Logistics
2613Logistics
2623Logistics
2633Logistics
2643Logistics
2653Logistics
2663Logistics
2673Telecom
2683Telecom
2693Telecom
3703Telecom
3714Telecom
3723Telecom
3733Telecom
3743Telecom
3753Telecom
3763Telecom
3773Telecom
3783Telecom
3793Telecom
3803Telecom
3813Telecom
3884Telecom
3994Telecom
4214Telecom
4324Telecom
4684Telecom
4694Telecom
4704Telecom
4754Telecom
4834Telecom
5484Logistics
5494Logistics
5504Logistics
5513Logistics
5524Logistics
5534Logistics
5543Logistics
5553Logistics
5563Logistics
5574Logistics
5994Logistics
6003Logistics

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