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Joannec
Frequent Visitor

grouping date columns in to months then grouping row data

Hi,

I'm new to Power BI and was hoping someone may be able to help. I have a resource utilisation / capacity table showing me, by day (over a 1 year period), who is working on what project / on leave / available to work etc. I would like to group the column by month and then breakdown how mnay days have ben spent on each project / leva etc p[er month. In excel I would create a named range and then do a countif based on the row value, but how do I do this in power Bi to give me a report and can drill donw on?

 

I have the following:

resourcecont / perm / ecmrate (£'s)01/10/201702/10/201703/10/201704/10/2017
resource 1perm100 proj 1AvailableAvailable
resource 2perm100 proj 2proj 2proj 2
resource 3perm100 proj 3proj 3Available
resource 4contract100 HHAvailable
resource 5perm100 proj 2proj 2proj 2
resource 6perm100 HHH

 

and would like to see:

Oct 2017   1 day spent on proj 1, 6 days on proj2, 4 days showing as available (so I can then calculate cost implcations etc)

Nov 2017  5 days on proj 1, 2 days on proj 2 etc

 

Thank you

1 ACCEPTED SOLUTION
fhill
Resident Rockstar
Resident Rockstar

 

 

 

 

Data as your posted is technically 'pivoted' to have a data element "Month" horizontal on a table.  Power BI has a great 'Un-Piviot Columns' Feature to convert you data horizontal again.  (Only select the Date columns, or use the advanced options in drop down.)

 

Once you've un-piviotred the data, you can rename your Month column, and now you can easily create a table by Month and Value (Resource?) and then add the column again in Count form.

 

FOrrest

 

 

Capture.PNGCapture2.PNGCapture3.PNG




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https://www.linkedin.com/in/forrest-hill-04480730/

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View solution in original post

2 REPLIES 2
fhill
Resident Rockstar
Resident Rockstar

 

 

 

 

Data as your posted is technically 'pivoted' to have a data element "Month" horizontal on a table.  Power BI has a great 'Un-Piviot Columns' Feature to convert you data horizontal again.  (Only select the Date columns, or use the advanced options in drop down.)

 

Once you've un-piviotred the data, you can rename your Month column, and now you can easily create a table by Month and Value (Resource?) and then add the column again in Count form.

 

FOrrest

 

 

Capture.PNGCapture2.PNGCapture3.PNG




Did I answer your question, or help you along the way?
Please give Kudos or Mark as a Solution!


https://www.linkedin.com/in/forrest-hill-04480730/

Proud to give back to the community!
Thank You!




Joannec
Frequent Visitor

Thank you so much! 

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