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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Linking TimeStamp to Value between Dates in Seperate Table

Hello,

 

I'm new to Power Query and DAX, trying to recreate some reports in it to improve efficiency in their generation.  Having some trouble mimicking a few calculations performed in Excel otherwise.

 

One such calculation I'm struggling to recreate is an INDEX MATCH Array type value, which compares the TIMESTAMP of when agent's perform an action (working a ticket/ Closing a ticket) and the role they were in when that action took place (accounting for job role changes over the years).

 

I have Timestamp based data in various tables, showing when agents worked tickets, closed tickets, etc.  In another separate table I have EmployeeHistory info, which lists out their roles, teams, start date, and end date information.

 

Below is an example of the dataset

 

Table: MASTER3_TIMETRACKING

MrID, mrTIMEDATE, mrTIMEUSER

1234, 05/05/2019, E0001

1244, 05/06/2019, E0023

 

Table: tblEmployeeHistory

EmployeeID, Role, Team, Start Date, End Date

E0001, Tier 1, Help Desk, 01/01/2017, 12/31/2018

E0001, Tier 2, Help Desk, 01/01/2019, 01/01/2099

E0023, Network Engineer, Networking, 01/01/2019, 01/01/2099

 

I'm trying to get a column added to the end of the time tracking table, for later pivoting, which will show the agent's role and team based on the timestamp of action.

 

In excel the array formula looks like this:

={IFERROR(INDEX(EmployeeHistory[Role],MATCH(1,(EmployeeHistory[EmployeeName]=[mrTIMEUSER)*([@Date]>=EmployeeHistory[Start Date])*([@Date]<=EmployeeHistory[End Date]),0)),"Invalid")}

 

I need to recreate this concept in DAX referencing the tables and columns themselves.

 

Is there a way to accomplish this?

 

Sincerely,

Kristopher

 

 

Need Help
  • Stachu's avatar
    Stachu
    7 years ago

    this would work in M

    let
    Source = MASTER3_TIMETRACKING,
    #"Merged Queries" = Table.NestedJoin(Source, {"mrTIMEUSER"}, tblEmployeeHistory, {"EmployeeID"}, "Custom", JoinKind.LeftOuter),
    #"Expanded Changed Type" = Table.ExpandTableColumn(#"Merged Queries", "Custom", {"Role", "Start Date", "End Date"}, {"Role", "Start Date", "End Date"}),
    #"Filtered Rows" = Table.SelectRows(#"Expanded Changed Type", each [Start Date] <= [mrTIMEDATE] and [End Date] >= [mrTIMEDATE]),
    #"Removed Columns" = Table.RemoveColumns(#"Filtered Rows",{"Start Date", "End Date"})
in
    #"Removed Columns"

    idea is following:

     

    1) you merge the queries based on EmployeeID (only)
    2) you expand the [Role], [Start Date] and [End Date] (at this point you will have more rows than in the beginning)

    3) you filter the dates based on the [mrTIMEDATE] (you should have the same number of rows as in 1) now)
    4) you remove unnecessary columns

6 Replies

  • Stachu's avatar
    Stachu
    Community Champion
    7 years ago

    try this code

    Column =
VAR __MrTIMEUSER = 'MASTER3_TIMETRACKING'[mrTIMEUSER]
VAR __mrTIMEDATE = 'MASTER3_TIMETRACKING'[mrTIMEDATE]
VAR __EmployeeHistory =
    FILTER (
        'tblEmployeeHistory',
        'tblEmployeeHistory'[EmployeeID] = __MrTIMEUSER
            && 'tblEmployeeHistory'[Start Date] <= __mrTIMEDATE
            && 'tblEmployeeHistory'[End Date] >= __mrTIMEDATE
    )
RETURN
    CALCULATE (
        FIRSTNONBLANK ( 'tblEmployeeHistory'[Role], TRUE () ),
        __EmployeeHistory
    )
    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Hey Stachu ,

       

      Apologies for my naivete and inexperience, with regard to Excel Power Query and DAX programming, but I have a quick question regarding the code you shared.

       

      Any time I try and generate a custom column which includes a variable declaration, I get the following error...

      Token Eof expected.

       

      It isn't the first solution I've ran into this with, but I haven't been able to figure out how it should function.  Any guidance in this regard would be most helpful!!

       

      For reference:

      1. I go into Power Query table editor
      2. Go to Add Column Tab
      3. Click Custom Column option
      4. Name the column
      5. Paste the following code in
      6. VAR __MrTIMEUSER = 'MASTER3_TIMETRACKING'[mrTIMEUSER]
VAR __mrTIMEDATE = 'MASTER3_TIMETRACKING'[mrTIMEDATE]
VAR __EmployeeHistory =
    FILTER (
        'tblEmployeeHistory',
        'tblEmployeeHistory'[EmployeeID] = __MrTIMEUSER
            && 'tblEmployeeHistory'[Start Date] <= __mrTIMEDATE
            && 'tblEmployeeHistory'[End Date] >= __mrTIMEDATE
    )
RETURN
    CALCULATE (
        FIRSTNONBLANK ( 'tblEmployeeHistory'[Role], TRUE () ),
        __EmployeeHistory
    )
        Receive Eof Error

      Sincerely,

      Kristopher

       

       

      • Stachu's avatar
        Stachu
        Community Champion
        7 years ago

        I think there is a bit of confusion here

        in Power Query you use M, DAX is used in the model itself (in Excel it was called Power Pivot to differentiate)

         

        you asked for DAX solution in your post, the one I provided will work in the model

        for M based solution it's a bit different approach, I can followup later this week