Trying to Calculate Unique 'Headcount' Measures based on Weeks an Employee was Paid.

[Spudder112]

I am trying to create some different logic to track employees that works some weeks and not others...

I want to add the following logic:

>=2 week break - Employees that have missed 2 weeks.

Returned - Employees returning after missing at least 2 weeks.

Active - Employees that have not missed either of the last 2 weeks.

This would be easy if I only wanted to show these measures for the current week, however I am struggling to trend these (using week ending dates).

Example:

Employee1: 

                                >=2WeekBreak   Returned      Active

1/7/2023 $30                     0                  0                 1

1/14/2023 $30                   0                  0                 1

1/21/2023 $0                     0                  0                 0

1/28/2023 $0                     1                  0                 0

2/4/2023 $30                     0                  1                 0

2/11/2023 $0                     0                  0                 0

2/18/2023 $30                   0                  0                 0

Employee2:

                                >=2WeekBreak   Returned      Active

1/7/2023 $30                     0                  0                 1

1/14/2023 $0                     0                  0                 0

1/21/2023 $0                     1                  0                 0

1/28/2023 $0                     1                  0                 0

2/4/2023 $30                     0                  1                 0

2/11/2023 $30                   0                  0                 1

2/18/2023 $30                   0                  0                 1

Desired output for the two employees:

                               >=2WeekBreak   Returned      Active

1/7/2023                            0                  0                 2

1/14/2023                          0                  0                 1

1/21/2023                          1                  0                 0

1/28/2023                          2                  0                 0

2/4/2023                            0                  2                 0

2/11/2023                          0                  0                 1

2/18/2023                          0                  0                 1

Current Relevant Data setup:

Date Table:

Date

WeekEndingDate

Pay Detail:

Employee ID

Pay Amount

Date

Please let me know if more info is needed!

[v-yiruan-msft · Accepted solution]

Hi @Spudder112 ,

I created a sample pbix file(see the attachment), please check if that is what you want.

1. Don't create any relationship between date dimension table and fact table

2. Create a measure as below to get the sum of pay amount

SumofPayAmount = 
CALCULATE (
    SUM ( 'Pay Detail'[Pay Amount] ),
    FILTER (
        'Pay Detail',
        'Pay Detail'[Date] = SELECTEDVALUE ( 'Date'[WeekEndingDate] )
    )
)

3. Create a measure as below to get the count of greater than 2 weeks break employee

Measure = 
VAR _selwe =
    SELECTEDVALUE ( 'Date'[WeekEndingDate] )
VAR _selemp =
    SELECTEDVALUE ( 'Pay Detail'[Employee ID] )
VAR _pwpamount =
    CALCULATE (
        SUM ( 'Pay Detail'[Pay Amount] ),
        FILTER (
            ALLSELECTED ( 'Pay Detail' ),
            'Pay Detail'[Employee ID] = _selemp
                && 'Pay Detail'[Date] = _selwe - 7
        )
    )
RETURN
    IF ( ISBLANK ( [SumofPayAmount] ) && ISBLANK ( _pwpamount ), 1, 0 )

GT2WeekBreak = 
SUMX (
    VALUES ( 'Pay Detail'[Employee ID] ),
    SUMX ( VALUES ( 'Date'[WeekEndingDate] ), [Measure] )
)

4. Create a measure as below to get the count of returned employee

Measure2 = 
VAR _selwe =
    SELECTEDVALUE ( 'Date'[WeekEndingDate] )
VAR _mindate =
    CALCULATE ( MIN ( 'Pay Detail'[Date] ), ALLSELECTED ( 'Pay Detail' ) )
VAR _selemp =
    SELECTEDVALUE ( 'Pay Detail'[Employee ID] )
VAR _pwpamount =
    CALCULATE (
        SUM ( 'Pay Detail'[Pay Amount] ),
        FILTER (
            ALLSELECTED ( 'Pay Detail' ),
            'Pay Detail'[Employee ID] = _selemp
                && 'Pay Detail'[Date] = _selwe - 7
        )
    )
VAR _p2wpamount =
    CALCULATE (
        SUM ( 'Pay Detail'[Pay Amount] ),
        FILTER (
            ALLSELECTED ( 'Pay Detail' ),
            'Pay Detail'[Employee ID] = _selemp
                && 'Pay Detail'[Date] = _selwe - 14
        )
    )
RETURN
    IF (
        _selwe <> _mindate
            && NOT ( ISBLANK ( [SumofPayAmount] ) ) && ISBLANK ( _pwpamount )
                && ISBLANK ( _p2wpamount ),
        1,
        0
    )

Returned = 
SUMX (
    VALUES ( 'Pay Detail'[Employee ID] ),
    SUMX ( VALUES ( 'Date'[WeekEndingDate] ), [Measure2] )
)

5. Create a measure as below to get the count of active employee

Measure3 = 
VAR _selwe =
    SELECTEDVALUE ( 'Date'[WeekEndingDate] )
VAR _mindate =
    CALCULATE ( MIN ( 'Pay Detail'[Date] ), ALLSELECTED ( 'Pay Detail' ) )
VAR _selemp =
    SELECTEDVALUE ( 'Pay Detail'[Employee ID] )
VAR _pwpamount =
    CALCULATE (
        SUM ( 'Pay Detail'[Pay Amount] ),
        FILTER (
            ALLSELECTED ( 'Pay Detail' ),
            'Pay Detail'[Employee ID] = _selemp
                && 'Pay Detail'[Date] = _selwe - 7
        )
    )
RETURN
    IF (
        (
            _selwe = _mindate
                && NOT ( ISBLANK ( [SumofPayAmount] ) )
        )
            || ( NOT ( ISBLANK ( [SumofPayAmount] ) ) && NOT ( ISBLANK ( _pwpamount ) ) ),
        1,
        0
    )

Active = 
SUMX (
    VALUES ( 'Pay Detail'[Employee ID] ),
    SUMX ( VALUES ( 'Date'[WeekEndingDate] ), [Measure3] )
)

Best Regards

[Spudder112]

Thank you for this! I tried this solution, and it worked, but with a dataset as large as I am working with, it made my report very slow. We are currently going to work this logic into our backend, but thank you regardless!

[Spudder112]

@amitchandak I had tried refrencing your previous HR Analytics post (which has been very useful!), but still was not able to figure this out.