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Regular Visitor

Filter/parameter to link activity to a department with date values

Hi all,

I am creating a dataset for operation departments with the following (simplyfied) tables:

Employee list

 Name Code Department Start date End date Active? Ali 123 Customer Service 1-1-2021 1-5-2021 Inactive Ali 123 Special Care 2-5-2021 1-6-2021 Inactive Ali 123 Customer Service 2-6-2021 31-12-2999 Active

Activity table

 Activity number Employee code Solved date 1 123 1-4-2021 2 123 10-5-2021 3 123 10-6-2021

These tables have a relation on Employee Code. The problem is that the department name is not registered in the system that holds the activity data.

In this example I want to make a dashboard for Customer Service so I filter in the employee list on Customer Service. Since the tables are linked on employee code the result will be 3 activities. The result should be 2 activities because the second activity was solved by the employee when he worked for Special Care department.

How can I create a parameter/measure/filter to check if the solved date is in the date ranges that the employee worked for Customer Service? This should be the outcome:

 Activity number Employee code Solved date True/False? 1 123 1-4-2021 True 2 123 10-5-2021 False 3 123 10-6-2021 True

In conslusion: I use the employee table to filter on a department. I need a solution to filter the right activities by checking if the solved date is included in the date range of an employee working for a department.

Thanks in advance and if more information is necessary I can provide it.

Teun

1 ACCEPTED SOLUTION
Community Champion

Add this calculated column to the Activity table, then you can tie it to the filter on Department

``````Department =
VAR __Solve = [Solved date]
VAR __Code = [Employee code]
RETURN
MAXX (
FILTER (
ALL ( EmpDept ),
EmpDept[Code] = __Code
&& EmpDept[Start date] <= __Solve
&& EmpDept[End date] > __Solve
),
EmpDept[Department]
)
``````

Hope this helps,

David

2 REPLIES 2
Regular Visitor

It works! Thank you very much!

Community Champion

Add this calculated column to the Activity table, then you can tie it to the filter on Department

``````Department =
VAR __Solve = [Solved date]
VAR __Code = [Employee code]
RETURN
MAXX (
FILTER (
ALL ( EmpDept ),
EmpDept[Code] = __Code
&& EmpDept[Start date] <= __Solve
&& EmpDept[End date] > __Solve
),
EmpDept[Department]
)
``````

Hope this helps,

David

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