Using PowerBI for resource management

[kelleycorreia]

Hi there,

I'm trying to use PowerBi to create a dashboard for my department that will show assignments sorted in a couple different views:

1. by creative resources

2. by project name/initiative

3. by department

I'm a new user so have no idea where to begin. Can anyone out there help me?

Thanks so much!

[Vvelarde]

@kelleycorreia

1 First you need the data source (SQL, Excel, CSV, or Another)

2 Look if you need to do some transformation to the data.

3 Create the visuals ad if necessary the measures.

Post questions or sample data and the expected result and the community will help you

[mtrevino89]

Hello, 

In managing resources, I have an exccel file with all of the teams and projects everyone is one. 

One of the views I am working to build is, if I select an initiative, i want to know whose on the team, but I also want to show where those other team members are allocated to. 

For example: Myra is in X but also in the following teams. 

Team A.

Team B. 

With this information the teams can reallocate resources as needed quickly. 

I tried building a filter, but it only gives me for that one initative. is there a DAX, that can capture on a different view, the other infomation I need. 

Thank you 

[kelleycorreia]

 Thank you for your quick response! Do Ineed to create a spreadsheet for each view I want to show on the dashboard, or can the dashboard pull the info differently for each view I want to show? If not, do I need to create the same table on 3 different spreadsheets to pull into Power BI correctly? 

[Vvelarde]

@kelleycorreia

If the data to use is the same for each view and only change the visuals, you only need 1 spreadsheet.

With only 1 table (if this have all the data that you need) you can do it

[kelleycorreia]

Okay great - I'm going to try this out and I will let you know how it works, thank you!

[v-sihou-msft]

@kelleycorreia

In this scenario, since you want to group your data on different level, you just need to drag the data field you want to group on and the fact data into field, it will aggregate the fact data on corresponding level. And you can also click on the fact data field to edit the aggregation type.

Regards,