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Hello all,
I'm new to Power BI Desktop, so please excuse the naiveté.
I am looking to create a Matrix visual from a dynamicly fed (Smartsheet report) table with a date in a Start column and a date in a Finish column, as well as an allocation of hours in a 3rd column. The Matrix is intended to show how the hours allocation is broken out by day between Start an End date. Please see examples:
This is how the data is fed to Power BI.
The idea of the Matrix is below.
With the Start date of 9/28 and the Finish date 9/29, the idea is for that 11 hours allocation in the first row to divide evenly based on the number of work days in between, and place those numbers into the matrix. in this case, 9/28 = 5.5 & 9/29 = 5.5. Should that be 4 days long, each day would show that allocation as 2.75 per day.
Any help anyone has to accomplish this would be greatly appreciated.
Thanks!
TO
Hello,
I worked through the examples that were provided, and I was looking for help when Saturday and Sunday are considered working days and need allocation.
Thank you!
Hi,
Share some data, describe the question and show the expected result.
I was using the same concept of allocating hours by employee, but I am looking to use this for monthly cost. For instance, I have a outage for 45 days that spreads across 2 months for a total dollar value. I am looking for a formula that will allocate the costs across the months. See data below.
Shouldn't days be calculated as Finish - Start + 1? Share data in a format that can be pasted in an MS Excel file.
I know how long a project will last and when we plan to start the project, which then calculates the finish date. I have not allocated in excel, but I used the original post's methodolgy to build in Power BI. But I am looking to see if there is a higher level formula that takes the start date and allocates based on number of days without paying attention to the day of the week (Saturday/Sunday). Please see below, but that is based on excluding Saturday & Sunday. I am looking at a higher level than excluding Saturday & Sunday.
Your response does not answer the question i asked.
The information I have is an anticiapted start date and the duration of a job in days. My formula for finish date is start date + # of days. I am wanting to have the cost of the job spread across the days that the job will be worked without needing to exclude any days of the week.
Hi,
Share data in a format that can be pasted in an MS Excel file.
Please let me know if this works.
Job | Account | Amount | Start | Finish | Days |
Job 1 | Services | $ 100,000 | 1/1/2022 | 1/31/2022 | 30 |
Job 2 | Services | $ 20,000 | 2/5/2022 | 3/22/2022 | 45 |
Job 3 | Rental | $ 20,000 | 3/5/2022 | 5/19/2022 | 75 |
Job 4 | Material | $ 50,000 | 7/25/2022 | 11/2/2022 | 100 |
Job 5 | Catalyst | $ 1,500,000 | 12/15/2022 | 5/14/2023 | 150 |
Job 6 | Rental | $ 200,000 | 1/1/2022 | 12/31/2022 | 364 |
Job 7 | Rental | $ 150,000 | 1/5/2022 | 3/21/2022 | 75 |
Job 8 | Catalyst | $ 256,000 | 6/5/2022 | 6/28/2022 | 23 |
Job 9 | Services | $ 2,350,000 | 3/5/2022 | 5/12/2022 | 68 |
Job 10 | Services | $ 5,236,000 | 8/5/2022 | 11/3/2022 | 90 |
Job 1 | Rental | $ 100,000 | 1/1/2022 | 1/31/2022 | 30 |
Job 4 | Services | $ 50,000 | 7/25/2022 | 9/13/2022 | 50 |
Hi,
You may download my PBI file from here.
Hope this helps.
My apologies, I had only used visual references to illustrate my need, i had not thought about the accuracy of the data. Lets try again!
I am looking to create a Matrix visual from a dynamicaly fed (Smartsheet report) table with a date in a Start column and a date in a Finish column, as well as an allocation of hours in a 3rd column. The Matrix is intended to show how the hours allocation is broken out by day between Start an End date. Please see examples:
This is how the data will be fed to Power BI via Smartsheet report.
The idea of the Matrix is below.
For example: For Employee 2 whose task has a Start date of 9/28 and the Finish date 10/2, the idea is for that 4 hours allocation in the first row to divide evenly based on the number of work days in between, and place those numbers into the matrix. in this case, 9/28 = 1.33, 9/29 = 1.33 & 10/2 = 1.33.
Any help anyone has to accomplish this would be greatly appreciated.
Thanks!
TO
Hi,
You may refer to my solution here.
Hope this helps.
Hi,
I just imported the Excel model to POwerBI desktop. Check the PowerBI desktop file here.
Hi Ashish,
this looks great, but i am struggling to see how you came to this. Can you elaborate a bit more on how you arrived at your solution?
How does is this table created from the Smartsheet import as mentioned in my original post?
im sorry for all the questions, i am trying to learn as well as searching for a solution
Hi,
This is a 2 step process. Using Power Query, i first created one row for each date. This was accomplished with the M language in Power Query. Thereafter, in Power Query itself, i extracted the Day of the week. I then loaded the data to the Data Model (PowerPivot) and wrote a caluclated field formula there to split the hours into the number of weekdays that each employee worked on. Thereafter, built the Matrix visual.
Click on Home > Edit Queries and you will be able to see all the steps i performed in Power Query. Click on Close and Apply. Click on Data on the left hand side pane and in the right hand side pane click on Allocated hours to see the calculated column formula i wrote.
Thereaftet, i built the matric visual.
i think i am beginning to understand, however, i am unable to see much in the Query Editor. When I click "edit query", it shows me errors. see attached shots. I am unable to work backwards from this to understnad how it was put together. THank you for trying though!
Hi,
Download the file again. It will work fine.
This looks excellent, and I am very close to understanding how you came to this!
I am going to test this over the next day or two, and make sure I don't come across anything funky as the data updates.
Thank you so much for your help, it is much appreciated!!
I have a found a bug, though i believe its due to my lack of explaination.
When the same Employee is assigned multiple tasks, the math for those tasks hours is not correct. It seems to be calculating ALL of the hours assigned to a person, then reducing it for some reason.
Example.
Employee 1 9/28 - 10/2 20 hours
Employee 1 10/04 1 10/06 - 2.5 hours
Employee 1 10/6 - 10/10 1 hours
On the matrix, 9/28 shows only 2.22 hour allocated. Given this is task specific, 3 days of 2.22 hours does not equal 20.
I hope I have explained this well.
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