Project Management - Dynamic Matrix Headers to show resources

[Anonymous]

HI friends,

for those in the projet management space, I have a tough nut to crack and i'm looking for your help. The goal is to analyse the allocation of tasks for a given resource and see whether they're overallocated. I'm looking to display this inforamtion via a line curve and a matrix visual 

Active variables: Start Date, End Date, Work effort (hours), task, responsible

Matrix Visual specs: 

- Columns would be displayed dynamically in the matrix, only the the dates between start/end date would appear

- Rows would show the tasks for a given resource

- Values would be the linear distribution of the hours over the duration
i.e. if a task has 100 hours of effort over a duration of 50 days = 2 hours per day that is applied linearly 

Curve spec:

- display the cummulative amount of work for a given resource per day

I would add a slicer to allow me to switch between resources

Bonus: If this can be switched to show weeks, months, quarters and years dynamically 

Let me know if you have any questions.

Thanks

- Jay

here's some sample data

Task Title	Resource	Start_date	End_date	Work Effort
System No-Load Tests 5.6_3.6	J Gouma	15-May-21	15-May-23	100.00
End of Travel Tests	J Gouma	15-May-21	15-May-24	200.00
Empty Rail car & Locomotive Tests	J Gouma	15-May-21	15-Nov-21	300.00
(Dry) Tests	J Gouma	15-May-21	15-Jul-22	400.00
System trial	F Pacico	15-May-20	15-May-22	50.00
travel trial	F Pacico	15-Apr-20	15-Apr-23	100.00
empty bucket hopper	F Pacico	15-Mar-19	15-Sep-19	65.00
wet tests	F Pacico	15-Feb-12	15-Apr-13	55.00

[v-xiaotang]

Hi @Anonymous 

Based on your description,

-

Goal:

to analyse the allocation of tasks for a given resource and see whether they're overallocated

Visual:

a line curve and a matrix visual

-

It would be better if you have a calendar table. It’s easy to create one if you don’t have. Your startdate is between 2012,2.15 – 2021,5,15, so I create a calendar table between 2012,2.15 – 2021,5,15 in my sample file.

Then create 4 columns: week, month, quarter, year,

Then we can switch to show weeks, months, quarters and years dynamically by using slicers as you want.

-

Sorry for not understanding your words “Values would be the linear distribution of the hours over the duration i.e. if a task has 100 hours of effort over a duration of 50 days = 2 hours per day that is applied linearly ”

could your add more details? I don’t know what should be put in the value of matrix.. so I just put work effort of your sample data into matrix.

Besides, it’s also not clear that “display the cummulative amount of work for a given resource per day”. Because there are several same resources and several different date periods for a given resource in your sample data. Do you want to summarize the amount from different periods? It would be better to give an example.

Best Regards,

Community Support Team _ Tang

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