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Allocating budget salaries for Leavers/Starters|Power Query|Excel Forum|My Online Training Hub

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Allocating budget salaries for Leavers/Starters
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jon999
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September 6, 2018 - 5:15 pm
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Hi

I have a situation where I have the budget for salaries, however when a person either starts or finishes, the budget file has the name of the person from the budget however I want to be able to change that to the current person or vacant.

The budget file has position number, name, account, date and amount. A table for additions and one for terminations.

What I am trying to do is if an employee leaves then I want to be able to replace that persons name with either vacant or with the name of the new person as they will take on the budget number going forward based. Also, if the budget has vacant to replace the vacant with the name of the new employee.

Not sure if Power Query is the way to go or do it through DAX.

I have attached a file that shows how the data looks and what it should look like.

 

Thanks

Jon

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Mynda Treacy
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September 6, 2018 - 8:09 pm
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Hi Jon,

Thanks for sharing your file. I'm a bit confused by the example because PO1 is vacant in September, but Sue isn't terminated until October. Is this a mistake in the example, or am I missing some logic somewhere?

Cheers,

Mynda

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jon999
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September 6, 2018 - 8:46 pm
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Hi Mynda

Sorry, it is a mistake in the file. Also Zac's date was incorrect should be 2018 and not 2019. I have updated the file.

Thanks

 

Jon

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