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Minu_Latha
Frequent Visitor

total ytd of active employee in month end having start and end date

Have a table EmpActivity with Columns Employee Number,Start Date,End Date.Created a disconnected table CalenderAuto.

It is used as Slicer for Year.Need to get the Active employee YTD count on each month end of selected year.If the employee is currently working  End Date is Blanl

My output must be like 

eg.2017 is selected

MonthCountYtd
Jan1010
Feb818
Mar1028

 

Please help.I am new to power BI

1 ACCEPTED SOLUTION
v-alq-msft
Community Support
Community Support

Hi, @Minu_Latha 

 

Based on your description, you may create a calculated column and measures as below. The pbix file is attached in the end.

Calculated column:

YearMonth = YEAR([Date])*100+MONTH([Date])

 

Measure:

EndOfMonth = MAX('Calendar'[Date])
ECount = 
var startdate = MIN('Calendar'[Date])
var enddate = MAX('Calendar'[Date])
var res = 
    CALCULATE(
        DISTINCTCOUNT('BI EmpActivity'[BI.Personnel.EmpNo1]),
        FILTER(
            ALLSELECTED('BI EmpActivity'),
            NOT(
                OR(
                    [FromDate]>enddate,
                    [ToDate]<startdate
                )
            )
        )
    )
return
res
YTD = 
var t = ALLSELECTED('BI EmpActivity')
var t1 = 
SUMMARIZE(
    ALLSELECTED('Calendar'),
    'Calendar'[YearMonth],
    "Result",
    var startdate = MIN('Calendar'[Date])
    var enddate = MAX('Calendar'[Date])
    var res = 
    CALCULATE(
        DISTINCTCOUNT('BI EmpActivity'[BI.Personnel.EmpNo1]),
        FILTER(
            t,
            NOT(
                OR(
                    [FromDate]>enddate,
                    [ToDate]<startdate
                )
            )
        )
    )
    return
    res
)
return
SUMX(
    FILTER(
        t1,
        [YearMonth]<=MAX('Calendar'[YearMonth])&&
        LEFT([YearMonth],4)=LEFT(MAX('Calendar'[YearMonth]),4)
    ),
    [Result]
)

 

Result:

b1.png

 

Best Regards

Allan

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

12 REPLIES 12
v-alq-msft
Community Support
Community Support

Hi, @Minu_Latha 

 

Based on your description, you may create a calculated column and measures as below. The pbix file is attached in the end.

Calculated column:

YearMonth = YEAR([Date])*100+MONTH([Date])

 

Measure:

EndOfMonth = MAX('Calendar'[Date])
ECount = 
var startdate = MIN('Calendar'[Date])
var enddate = MAX('Calendar'[Date])
var res = 
    CALCULATE(
        DISTINCTCOUNT('BI EmpActivity'[BI.Personnel.EmpNo1]),
        FILTER(
            ALLSELECTED('BI EmpActivity'),
            NOT(
                OR(
                    [FromDate]>enddate,
                    [ToDate]<startdate
                )
            )
        )
    )
return
res
YTD = 
var t = ALLSELECTED('BI EmpActivity')
var t1 = 
SUMMARIZE(
    ALLSELECTED('Calendar'),
    'Calendar'[YearMonth],
    "Result",
    var startdate = MIN('Calendar'[Date])
    var enddate = MAX('Calendar'[Date])
    var res = 
    CALCULATE(
        DISTINCTCOUNT('BI EmpActivity'[BI.Personnel.EmpNo1]),
        FILTER(
            t,
            NOT(
                OR(
                    [FromDate]>enddate,
                    [ToDate]<startdate
                )
            )
        )
    )
    return
    res
)
return
SUMX(
    FILTER(
        t1,
        [YearMonth]<=MAX('Calendar'[YearMonth])&&
        LEFT([YearMonth],4)=LEFT(MAX('Calendar'[YearMonth]),4)
    ),
    [Result]
)

 

Result:

b1.png

 

Best Regards

Allan

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

I need to know something to complete my work on YTD.
I have another table EmpInactivehistory with FromDate and this date have relation with calendar(date) Created.
I already have EmpActivity table which has no relationship with Calendar(date). Count & YTD is calculated from this Table based on count of employees at each month end (already done)
But the existing relationship causes the dates to be filtered out.
For the year 2019
EmpInactiveHistory have only 1 record in June
But year 2019
Empactivity based Count exists for all months.But Showing only 1 month(June) YTD.

June.PNG

RelationShip

Relationship.PNG

 

When Relationship between Calendar(date &EmpInactiveHistory(FromDate) Removed output  from Empactivity is correct

Output.PNG

Formula for Employee Count from EmpActivity based on month end

formula.PNG

It works fine Many Thanks

PC2790
Community Champion
Community Champion

Connect Calendar Table with your main Fact table which contains all the data by creating a relationship. This will enable you to perform all the calculations involving dates.

Then to view a table with the months and the number of candidates, select the table visual and add Month from Calendar Table and a newly created measure [NoOfEmployees] which would look something like:

 

NoofActiveEmployees = CALCULATE(COUNTROWS(TableName),filter(TableName,TableName[EndDate] <> BLANK())

 

Try and see if it gives you the desired result

My EmpActivity table have Start & End Date.So relationship cant be established

Emp No     Start Date        End Date       Activity

1                 05-02-2020    20-03-2020     Leave

2                 01-01-2020                            Still working

So when Slicer Year Selected 2020

Month     Empcount     YtdCount

Jan            1                    1

Feb            2                    3

Mar            1                   4

Need to get output like this .What to do

 

Can you provide your code for the Date Table?

More Details

Hello @Minu_Latha 

 

Please check if this fulfills your requirement?

 

https://www.dropbox.com/s/18mq6f9jradjqxg/Sample1_updated.pbix?dl=0

 

Sorry Its not the desired output.Non blank records cannot be considered as active.The employee is active till now thats the meaning of End Date is null

Yes, you are right.

Modify the measure as below:

NoofActiveEmployees = CALCULATE(COUNTROWS('BI EmpActivity'),filter('BI EmpActivity','BI EmpActivity'[ToDate] = BLANK()))

To verify this thing, you can create a calcultaed column using the code:

Active/Inactive = If('BI EmpActivity'[ToDate] = Blank(), "Active","Inactive") 
Arul
Super User
Super User

Hi @Minu_Latha ,

 

Could you please explain it in more datailed manner? So that it would be helpful for me to understand and solve.

 

Thanks,

-Arul





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EmpActivity table contains Employee Details

Employee No

Start Date

End Date

Created Table Calendar using Calendarauto having no relation with EmpActivity

Year from Calendar used as slicer.Get the employee count in each month end & its ytd in each month

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