Headcount Over Time From Transactional Data

[dupreem]

Hello,

I am working on building Turnover functionality and need to know headcount at a certain point in time.  The transactional data I am using looks something like this:

Employee ID	Event Date	Status
1	1/1/20	Active
2	1/1/20	Active
3	2/1/20	Active
1	3/1/20	Terminated
2	3/1/20	Active
3	3/1/20	Active
1	4/1/20	Active

Based on the transactional data above I would expect to see end of the month headcount for each month to be: Jan = 2, Feb = 3, Mar = 2, Apr = 3.

Employees will have multiple transactions for their Employee ID.

Any help is greatly appreciated!

[Greg_Deckler]

@dupreem - See attached PBIX file below sig, Page 14

Measure 14 = 
    VAR __Date = MAX([Event Date ])
    VAR __Active = DISTINCT(SELECTCOLUMNS(FILTER(ALL('Table (14)'),[Event Date ]<=__Date && [Status]="Active"),"ID",[Employee ID ]))
    VAR __Term = DISTINCT(SELECTCOLUMNS(FILTER(ALL('Table (14)'),[Event Date ]<=__Date && [Status]="Terminated"),"ID",[Employee ID ]))
RETURN
    COUNTROWS(EXCEPT(__Active, __Term))

[dupreem]

@Greg_Deckler  Thank you so much!  If I have multiple "Terminated" statuses (i.e. "Terminated, Retiree), how would I update the Measure?

[Greg_Deckler · Accepted solution]

@dupreem -

Measure 14 = 
    VAR __Date = MAX([Event Date ])
    VAR __Active = DISTINCT(SELECTCOLUMNS(FILTER(ALL('Table (14)'),[Event Date ]<=__Date && [Status]="Active"),"ID",[Employee ID ]))
    VAR __Term = DISTINCT(SELECTCOLUMNS(FILTER(ALL('Table (14)'),[Event Date ]<=__Date && ([Status]="Terminated" || [Status]="Retiree" || [Status]="Dead")),"ID",[Employee ID ]))
RETURN
    COUNTROWS(EXCEPT(__Active, __Term))

[dupreem]

@Greg_Deckler  You rock!  Thank you so much!