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mojain
Frequent Visitor

employee headcount calculation and leaver count YTD

Hi Community Member,
I have come up with a problem with creating a table in Power BI for employee headcount calculation and leaver count YTD.
In this, we have to show data w.r.t India financial year i.e. starting from April.

Here is the list of all formula used in Excel.
Active /InActive:- IF(AND(DOJ <=$P$2, OR(DOL > $P$2, ISBLANK(DOL))), "Active", "Inactive")
Leavers in current FY:- =IF(AND(DOL<=$P$2, DOL >= DATE(2023,4,1)), 1, 0)

 

 Closing HC as of Selected Month :- COUNTIF(Active /InActive,"Active")
Leavers as of Selected Month:- COUNTIF(Leavers in current FY,1)

 

$P$2 = DATE(2023,11,30)

 


INPUT DATA(sample 100 rows)

Employee Code

DOJ

DOL

Active /InActive 

Leavers in current FY

107117

3-Jan-22

27-Jun-22

Inactive

0

107164

31-Jan-22

 

Active

0

107167

1-Feb-22

31-Oct-23

Inactive

1

107539

2-Jan-23

 

Active

0

107540

2-Jan-23

 

Active

0

107542

5-Jan-23

 

Active

0

107544

9-Jan-23

5-Jun-23

Inactive

1

107565

27-Jan-23

 

Active

0

107564

27-Jan-23

 

Active

0

107566

30-Jan-23

 

Active

0

107574

1-Feb-23

 

Active

0

107583

13-Feb-23

 

Active

0

107597

20-Feb-23

 

Active

0

107170

8-Feb-22

8-Feb-23

Inactive

0

107599

21-Feb-23

10-Dec-23

Active

0

107604

27-Feb-23

11-Dec-23

Active

0

107175

10-Feb-22

 

Active

0

107624

14-Mar-23

 

Active

0

107628

15-Mar-23

 

Active

0

107625

16-Mar-23

31-Jul-23

Inactive

1

107629

16-Mar-23

26-Dec-23

Active

0

107633

20-Mar-23

26-May-23

Inactive

1

107617

20-Mar-23

 

Active

0

107618

3-Apr-23

 

Active

0

107639

3-Apr-23

 

Active

0

107186

28-Feb-22

 

Active

0

107189

1-Mar-22

 

Active

0

107192

2-Mar-22

6-Jul-22

Inactive

0

107216

1-Apr-22

 

Active

0

107215

1-Apr-22

 

Active

0

107217

4-Apr-22

13-May-22

Inactive

0

107224

2-May-22

 

Active

0

107225

2-May-22

 

Active

0

107255

7-Jun-22

6-Apr-23

Inactive

1

107257

8-Jun-22

 

Active

0

107650

3-Apr-23

20-Sep-23

Inactive

1

107282

1-Jul-22

 

Active

0

107287

4-Jul-22

 

Active

0

107321

28-Jul-22

10-Apr-23

Inactive

1

107320

1-Aug-22

 

Active

0

107323

1-Aug-22

 

Active

0

107669

2-May-23

 

Active

0

107684

22-May-23

 

Active

0

107692

22-May-23

25-Sep-23

Inactive

1

107693

22-May-23

 

Active

0

107752

1-Jun-23

 

Active

0

107756

1-Jun-23

 

Active

0

107714

5-Jun-23

10-Nov-23

Inactive

1

107726

5-Jun-23

30-Dec-23

Active

0

107695

5-Jun-23

 

Active

0

107374

23-Aug-22

10-Oct-22

Inactive

0

107377

23-Aug-22

23-Mar-23

Inactive

0

107373

23-Aug-22

 

Active

0

107383

1-Sep-22

20-Jan-23

Inactive

0

107370

1-Sep-22

 

Active

0

107779

23-Jun-23

21-Aug-23

Inactive

1

107698

24-Jul-23

 

Active

0

107797

24-Jul-23

 

Active

0

107796

24-Jul-23

 

Active

0

107798

3-Aug-23

 

Active

0

107805

28-Aug-23

 

Active

0

107806

29-Aug-23

 

Active

0

107810

1-Sep-23

 

Active

0

107808

4-Sep-23

 

Active

0

107809

4-Sep-23

 

Active

0

107817

6-Oct-23

 

Active

0

107816

16-Oct-23

 

Active

0

107818

19-Oct-23

 

Active

0

107819

6-Nov-23

 

Active

0

107820

6-Nov-23

1-Dec-23

Active

0

107821

21-Nov-23

 

Active

0

107823

21-Nov-23

 

Active

0

107824

26-Dec-23

 

Inactive

0

107459

28-Oct-22

 

Active

0

107466

31-Oct-22

 

Active

0

107462

1-Nov-22

 

Active

0

107463

2-Nov-22

 

Active

0

107499

1-Dec-22

31-Oct-23

Inactive

1

107531

27-Dec-22

 

Active

0

107526

29-Dec-22

 

Active

0

107523

29-Dec-22

 

Active

0

107530

30-Dec-22

 

Active

0

107529

30-Dec-22

6-Feb-23

Inactive

0

107528

30-Dec-22

 

Active

0

OUTPUT TABLE

Row Labels

Closing HC as of Selected Month

Leavers as of Selected Month

Apr-23

47

2

May-23

50

3

Jun-23

55

4

Jul-23

57

5

Aug-23

59

6

Sep-23

60

9

Oct-23

61

10

Nov-23

64

11

 

1 ACCEPTED SOLUTION
danextian
Super User
Super User

Hi @mojain ,

 

For this, you need to create a separate dates table with a column that indicates which FY a date belongs to. This is disconnected from (no relationship to ) fact. Then, create these measures:

 

HC = 
VAR __MAX =
    MAX ( Dates[Date] )
RETURN
    CALCULATE (
        COUNTROWS ( 'Table' ),
        FILTER (
            'Table',
            'Table'[DOJ] <= __MAX
                && (
                    'Table'[DOL] > __MAX
                        || ISBLANK ( 'Table'[DOL] )
                )
        )
    )
Leavers = 
VAR __MIN =
    CALCULATE ( MIN ( Dates[Date] ), ALLEXCEPT ( Dates, Dates[FY] ) )
VAR __MAX =
    MAX ( Dates[Date] )
RETURN
    CALCULATE (
        COUNTROWS ( 'Table' ),
        FILTER ( 'Table', 'Table'[DOL] > __MIN && 'Table'[DOL] <= __MAX )
    )

 

danextian_0-1708254763646.png

 

 

Please see attached pbix for reference.





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

View solution in original post

2 REPLIES 2
mojain
Frequent Visitor

Thank you @danextian for the solution.
It worked.

danextian
Super User
Super User

Hi @mojain ,

 

For this, you need to create a separate dates table with a column that indicates which FY a date belongs to. This is disconnected from (no relationship to ) fact. Then, create these measures:

 

HC = 
VAR __MAX =
    MAX ( Dates[Date] )
RETURN
    CALCULATE (
        COUNTROWS ( 'Table' ),
        FILTER (
            'Table',
            'Table'[DOJ] <= __MAX
                && (
                    'Table'[DOL] > __MAX
                        || ISBLANK ( 'Table'[DOL] )
                )
        )
    )
Leavers = 
VAR __MIN =
    CALCULATE ( MIN ( Dates[Date] ), ALLEXCEPT ( Dates, Dates[FY] ) )
VAR __MAX =
    MAX ( Dates[Date] )
RETURN
    CALCULATE (
        COUNTROWS ( 'Table' ),
        FILTER ( 'Table', 'Table'[DOL] > __MIN && 'Table'[DOL] <= __MAX )
    )

 

danextian_0-1708254763646.png

 

 

Please see attached pbix for reference.





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

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