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Hi Folks,
I have one table called "Current" which has all active employees (A different employee on each row with no duplicates). I then have another table called "RSU" which is a table that grants restricted stock to our employees and the data looks like this:
Account ID | Award Number | Plan | Type | Class | Award Date | Grant Date Market Value | Price | Shares | Award Vest Template | Vest Base Date | Active | Shares 1 | Vest Date 1 | Expire Date 1 | Shares 2 | Vest Date 2 | Expire Date 2 | Shares 3 | Vest Date 3 | Expire Date 3 | Shares 4 | Vest Date 4 |
12345 | 031796 | 200A | RSU | ser | 05/15/2015 | 17.1000 | 0.0010 | 4,666.00 | 4yr 25% | 05/15/2015 | Yes | 166.00 | 09/30/2015 | 1,000.00 | 09/30/2016 | 2,000.00 | 09/30/2017 | 1,500.00 | 09/30/2018 | |||
12345 | 036568 | 200A | RSU | ser | 05/19/2016 | 16.1800 | 0.0010 | 4,250.00 | 4yr 25% | 05/19/2016 | Yes | 1,750.00 | 09/30/2016 | 2,000.00 | 09/30/2017 | 500.00 | 09/30/2018 | |||||
678 | 041832 | 200A | RSU | ser | 03/03/2017 | 17.1700 | 0.0010 | 7,688.00 | None | 03/03/2017 | Yes | 2,563.00 | 09/30/2017 | 2,563.00 | 09/30/2018 | 2,562.00 | 09/30/2019 | |||||
60 | 036660 | 200A | RSU | ser | 05/27/2016 | 16.5900 | 0.0010 | 5,200.00 | None | 05/27/2016 | Yes | 2,600.00 | 05/01/2018 | 2,600.00 | 05/01/2019 | |||||||
611 | 036855 | 200A | RSU | ser | 05/27/2016 | 16.5900 | 0.0010 | 2,450.00 | 3yr 33% | 05/01/2016 | Yes | 817.00 | 05/01/2017 | 817.00 | 05/01/2018 | 816.00 | 05/01/2019 | |||||
611 | 043753 | 200A | RSU | ser | 07/03/2017 | 17.1600 | 0.0010 | 2,388.00 | 3yr 33% | 07/01/2017 | Yes | 796.00 | 07/01/2018 | 796.00 | 07/01/2019 | 796.00 | 07/01/2020 | |||||
89 | 036961 | 200A | RSU | ser | 05/27/2016 | 16.5900 | 0.0010 | 3,900.00 | 3yr 33% | 05/01/2016 | Yes | 1,300.00 | 05/01/2017 | 1,300.00 | 05/01/2018 | 1,300.00 | 05/01/2019 |
The Account ID field is actually the employee ID. However, I cannot create a relationship between the "Current" table and the "RSU" table because it requires unique values. The RSU has duplicates such as "12345" twice because they were given RSUs two different times and I need the data in this format.
The reason is that I need to calculations based on vesting date as part of a bonus roll-up and I need that data in there.
How do I rectify this?
Solved! Go to Solution.
You should be able to create a 1 (Active Employee Table) to Many (RSU Table). If you are still receiving an error, double check you don't have duplciates in the Active Employee Table.
FOrrest
Proud to give back to the community!
Thank You!
You should be able to create a 1 (Active Employee Table) to Many (RSU Table). If you are still receiving an error, double check you don't have duplciates in the Active Employee Table.
FOrrest
Proud to give back to the community!
Thank You!
Thanks All. I stupidly had a duplicate and didn't see it. #ID10TError 🙂
@sokatenaj - I would suggest checking out this article as it may point you in the right direction: https://blogs.technet.microsoft.com/cansql/2016/12/19/relationships-in-power-bi-fixing-one-of-the-co...
@sokatenaj - I would suggest checking out this article as it may point you in the right direction: https://blogs.technet.microsoft.com/cansql/2016/12/19/relationships-in-power-bi-fixing-one-of-the-co...
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