Forum Discussion

shantupm5's avatar
shantupm5
Helper III
1 year ago
Solved

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

 


  • Anonymous's avatar
    Anonymous
    1 year ago

    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.

7 Replies

  • 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

     

     

    • shantupm5's avatar
      shantupm5
      Helper III

      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
      • shantupm5's avatar
        shantupm5
        Helper III

        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
  • Anonymous's avatar
    Anonymous
    Not applicable

    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.

  • Anonymous's avatar
    Anonymous
    Not applicable

    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.

  • Anonymous's avatar
    Anonymous
    Not applicable

    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.

  • Anonymous's avatar
    Anonymous
    Not applicable

    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.