Calculating with working days in the quarter to date

[cammc]

Hi All,

I have the below measure which is fine in use on some other pages in bringing back the number of working days that a call centre agent is working that week/month

It brings back the total for the selected period which is fine, however for the quarterly page I need it to bring back the number of working days worked up to today and not the end period of the date range selected. I belive i need to adjust the ' CALCULATE(SUMX(DISTINCT('Date'[Date] ' part of the formula but im hitting a brick wall - any help would be appreciated

Working Days Quarterly Measurement = if(CALCULATE(COUNT(Dials[Called Number])=BLANK()) && [Today]-1 < MAX('Date'[Date]),BLANK(),CALCULATE(SUMX(DISTINCT('Date'[Date]), [Current Agents] )-[ABS]))

[Ashish_Mathur]

Hi,

Share some data and show the expected result.

[cammc]

Any help on this would be great please!

[grantsamborn]

Hi @cammc 

I took a look at your measure and am unsure what [Current Agents] and [ABS] represent.

Working Days Quarterly Measurement =
IF(
    CALCULATE(
        COUNT( Dials[Called Number] )
            = BLANK()
    )
        && [Today] - 1
            < MAX( 'Date'[Date] ),
    BLANK(),
    CALCULATE(
        SUMX(
            DISTINCT( 'Date'[Date] ),
            [Current Agents]
        ) - [ABS]
    )
)

I would like to help but I'm a little unclear about your requirements.

Can you show the following?

1)  Please provide sample data that covers your issue or question completely.
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...

2) Please show the expected outcome based on the sample data you provided.
https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

3) Please explain how you would expect to get from 1) to 2).

[cammc]

Hi so what I am trying to acomplish is - i have the below table on one of my reports and the date range selected is q1 (Jan 1 - 31 March 2023) 

The values on the chart all use the number of working days (highlighted) to make their calculation for the averages.

The below measure takes the number of working days between the start and end of the quarter and then removes where an absence is marked on the ABS sheet - this is so the averages are based on the number of days they have worked as opposed to the total number of working days. Current agents is a measure

Current Agents = CALCULATE(COUNTX(FILTER(Agents,Agents[Start Date]<=max('Date'[Date]) && (ISBLANK(Agents[End Date])

|| Agents[End Date]>max('Date'[Date]))),(Agents[Target ID])))

The measure used to get that figure is as below

Working Days Quarterly Measurement =
IF(
    CALCULATE(
        COUNT( Dials[Called Number] )
            = BLANK()
    )
        && [Today] - 1
            < MAX( 'Date'[Date] ),
    BLANK(),
    CALCULATE(
        SUMX(
            DISTINCT( 'Date'[Date] ),
            [Current Agents]
        ) - [ABS]
    )
)

The issue I have is that the above calculation will calculate the total number of working days in the selected quarter, and not the calculation from the start of the quarter untill today (or the max of that period if looking back after the quarter)

so if we were looking at it tomorrow (20230404) the solution I would want would be for it to divide by one and not the 50 odd working days in the quarter, and then the following day divide by two etc.

This is the ABS Table

Date	Day	Agent	Agent ID	Absent	Reason
02-Jan-23	Monday	Agent 1	89	Yes	Annual Leave
02-Jan-23	Monday	Agent 2	63	Yes	Annual Leave
02-Jan-23	Monday	Agent 3	74	Yes	Annual Leave
02-Jan-23	Monday	Agent 4	88	Yes	Annual Leave
03-Jan-23	Tueday	Agent 2	63	Yes	Annual Leave
03-Jan-23	Tueday	Agent 3	74	Yes	Annual Leave
03-Jan-23	Tueday	Agent 1	89	Yes	Training Day
03-Jan-23	Tueday	Agent 4	88	Yes	Training Day
04-Jan-23	Wednesday	Agent 2	63	Yes	Annual Leave
04-Jan-23	Wednesday	Agent 3	74	Yes	Training Day
05-Jan-23	Thursday	Agent 1	89	Yes	Training Day
05-Jan-23	Thursday	Agent 2	63	Yes	Training Day
05-Jan-23	Thursday	Agent 3	74	Yes	Training Day
05-Jan-23	Thursday	Agent 4	88	Yes	Training Day
06-Jan-23	Friday	Agent 2	63	Yes	Training Day

My date table is a heck of a lot bigger than i can pull a sample from but below are some of the key fields 

Date	DateKey	Calendar Quarter Year	Day Type	Current Employees
01/01/2023	20230101	Q1 2023	Non-working day	5
02/01/2023	20230102	Q1 2023	Non-working day	5
03/01/2023	20230103	Q1 2023	Working day	5
04/01/2023	20230104	Q1 2023	Working day	5
05/01/2023	20230105	Q1 2023	Working day	5
06/01/2023	20230106	Q1 2023	Working day	5
07/01/2023	20230107	Q1 2023	Non-working day	5
08/01/2023	20230108	Q1 2023	Non-working day	5
09/01/2023	20230109	Q1 2023	Working day	5

[grantsamborn]

Hi @cammc 

A couple of questions...

1) Near the end of [Working Days Quarterly Measurement], you subtract [ABS] from your SUMX.  I thought you said ABS was a table.

2) Can you copy sample data for Dials like you did for ABS?  (Agents would probably help as well.)

3) I'm not sure why you would have a [Current Employees] column in your Date table.

[cammc]

ABS is a table - what its doing is minusing the current agents if they have an absense.

Extension	Date/Hour	Called Number	Outgoing call duration	Connects	Duration (M)	Suration (S)	Date	Hour
31527	03/01/2023 10:09	--Redacted--	00:07:21	1	7.35	441	03/01/2023	10:09:54
31527	03/01/2023 10:29	--Redacted--	00:05:00	1	5	300	03/01/2023	10:29:05
31527	03/01/2023 10:35	--Redacted--	00:03:50	1	3.833333333	230	03/01/2023	10:35:19
315261	03/01/2023 10:40	--Redacted--	00:00:02	0	0.033333333	2	03/01/2023	10:40:49
31527	03/01/2023 10:49	--Redacted--	00:00:31	1	0.516666667	31	03/01/2023	10:49:58
31527	03/01/2023 10:50	--Redacted--	00:00:21	1	0.35	21	03/01/2023	10:50:32
31527	03/01/2023 10:50	--Redacted--	00:00:45	1	0.75	45	03/01/2023	10:50:55
31527	03/01/2023 10:53	--Redacted--	00:02:13	1	2.216666667	133	03/01/2023	10:53:19
315261	03/01/2023 10:56	--Redacted--	00:02:41	1	2.683333333	161	03/01/2023	10:56:16
31527	03/01/2023 10:58	--Redacted--	00:01:25	1	1.416666667	85	03/01/2023	10:58:45
315261	03/01/2023 11:02	--Redacted--	00:02:02	1	2.033333333	122	03/01/2023	11:02:12
31527	03/01/2023 11:02	--Redacted--	00:01:41	1	1.683333333	101	03/01/2023	11:02:18
315261	03/01/2023 11:10	--Redacted--	00:00:22	1	0.366666667	22	03/01/2023	11:10:17
31527	03/01/2023 11:11	--Redacted--	00:00:54	1	0.9	54	03/01/2023	11:11:04

the current employees in that table is a calculation i have done for each date - it pobably should sit elsewhere however when i built this a few years back I cut some corners

[grantsamborn]

As far as I know, you can't subtract a table which makes sense since there would be no way of determining which column to subtract.

Is there any way you can make up a pbix with the relevant parts of the model as well as your sample data?

[cammc]

So to add to the above what I am trying to do is change it from a period calculator to calculating up to today based on the slicer which impacts this.

Also what will need to be added is more than just replacing the max date with Today because if its reviewed once the quarter has passed it would need to bring back the whole date range in the selected slicer.

I belive its the below part which I need to adjust so it does the calculation as at the moment its just pulling back the entire data range rather than to today

CALCULATE(SUMX(DISTINCT('Date'[Date])