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bcummings12345
Frequent Visitor

Microsoft Project Resource Allocation by Month

I have Power BI connected to Microsoft Project through PWA and for the projects I am managing I am trying to see how much work a resource has in a given month. Project tasks only have a start date and an end date and pulling one of those won't show the full picture for any month in between those two months. Below is what I am looking for:


Data Example:

TaskResource % Allocated Start End
Task AResource 1 25% 1/1/2023 4/30/2023
Task BResource 1 75% 3/1/2023 8/30/2023
Task CResource 2 10% 1/1/2023 6/30/2023
Task DResource 2 90% 4/1/2023 12/31/2023

 

Desired Result:

  JanFebMarAprMayJunJulAugSepOctNovDec
Resource 1 Total 25%25%100%100%75%75%75%75%0%0%0%0%
Resource 2 Total 10%10%10%100%100%100%90%90%90%90%90%90%

 

Thanks!

1 ACCEPTED SOLUTION
DataInsights
Super User
Super User

@bcummings12345,

 

This solution uses a disconnected date table DimDateVisual (no relationships). This name will allow it to coexist with your main date table if you have one.

 

Create measure:

 

Resource Allocation = 
VAR vMinDate =
    MIN ( DimDateVisual[Date] )
VAR vMaxDate =
    MAX ( DimDateVisual[Date] )
VAR vTable =
    FILTER ( FactTable, FactTable[Start] <= vMaxDate && FactTable[End] >= vMinDate )
VAR vAmount =
    CALCULATE ( SUM ( FactTable[% Allocated] ), vTable )
VAR vResult =
    IF ( ISBLANK ( vAmount ), 0, vAmount )
RETURN
    vResult

 

The visual uses the Month column in DimDateVisual:

 

DataInsights_0-1664906437271.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

2 REPLIES 2
bcummings12345
Frequent Visitor

I got it! Thank you!

DataInsights
Super User
Super User

@bcummings12345,

 

This solution uses a disconnected date table DimDateVisual (no relationships). This name will allow it to coexist with your main date table if you have one.

 

Create measure:

 

Resource Allocation = 
VAR vMinDate =
    MIN ( DimDateVisual[Date] )
VAR vMaxDate =
    MAX ( DimDateVisual[Date] )
VAR vTable =
    FILTER ( FactTable, FactTable[Start] <= vMaxDate && FactTable[End] >= vMinDate )
VAR vAmount =
    CALCULATE ( SUM ( FactTable[% Allocated] ), vTable )
VAR vResult =
    IF ( ISBLANK ( vAmount ), 0, vAmount )
RETURN
    vResult

 

The visual uses the Month column in DimDateVisual:

 

DataInsights_0-1664906437271.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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