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Power Query
October 7, 2022
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Hi,
I have a table of timesheets showing the daily number of hours billed by every employee at different clients. They bill at different bill rates across clients. I would like to know the effective bill rate by employee, by month. The effective bill rate is calculated as Input hours x Bill rate for every employees timesheet divided by total input hours in the month for every employee. How can I write this as a function in Power Query?
And to take it a step further, ideally i would be able to present the result of the effective bill rate in a pivot table so that the results can be filtered for a desired employee and if possible also use a slider to determine the period over which the effective bill rate should be determined. See attached raw data file.
I was trying to represent this in Power BI via a DAX SUMX measure, but the slider filters for the page don't seem to apply in measures, so I thought i would try to solve this in Power Query instead.
Thank you!
Dana
Trusted Members
October 18, 2018
Offline
Does this look like what you are expecting. You did not give us a mocked up solution so I am guessing
| Employee 2 | 1 | 7005 | 98.33 | 71.23970304 |
| Employee 2 | 2 | 5600 | 142.98 | 39.16631696 |
| Employee 2 | 3 | 6725 | 161.09 | 41.74684959 |
| Employee 2 | 4 | 5760 | 109.16 | 52.76658116 |
| Employee 1 | 1 | 8430 | 189.2 | 44.55602537 |
| Employee 1 | 2 | 7565 | 168.53 | 44.88815048 |
| Employee 1 | 3 | 6860 | 180.53 | 37.99922451 |
| Employee 1 | 4 | 6520 | 171.51 | 38.01527608 |
If yes, then
let
Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Admin rate/Base rate", type number}, {"Bill Rate", Int64.Type}}),
#"Inserted Month" = Table.AddColumn(#"Changed Type", "Month", each Date.Month([Date]), Int64.Type),
#"Grouped Rows" = Table.Group(#"Inserted Month", {"Name", "Month"}, {{"Bill Rates", each List.Sum([Bill Rate]), type nullable number}, {"Total Input Hours", each List.Sum([Input]), type number}}),
#"Inserted Division" = Table.AddColumn(#"Grouped Rows", "Division", each [Bill Rates] / [Total Input Hours], type number)
in
#"Inserted Division"
If no, then mock up what your expected results should look like.
Power Query
October 7, 2022
Offline
Hi,
Thanks for taking a stab at this. It's almost right, however in your calculation above you did the sum of all bill rates. Instead you should have calculated the sum of the product of input hours x bill rate for each timesheet of an employee for one month and divide that amount by total hours in that month. I know how to achieve this number with a pivot table if I also add another column in the raw data table to calculate the billed amount at each timesheet. However I am trying to obtain this number in Power Query so I can visualize it in a Power BI Dashboard and I am also trying to make the calculation dependent on the time frame selected.
See attached what the results would look like in a Pivot table (Sheet 2 of the file).
Thanks,
Dana
Trusted Members
October 18, 2018
Offline
Maybe this:
let
Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Admin rate/Base rate", type number}, {"Bill Rate", Int64.Type}}),
#"Inserted Month" = Table.AddColumn(#"Changed Type", "Month", each Date.Month([Date]), Int64.Type),
#"Inserted Multiplication" = Table.AddColumn(#"Inserted Month", "Multiplication", each [Input] * [Bill Rate], type number),
#"Renamed Columns" = Table.RenameColumns(#"Inserted Multiplication",{{"Multiplication", "BillRate x Input"}}),
#"Grouped Rows" = Table.Group(#"Renamed Columns", {"Name", "Month"}, {{"Sum Product", each List.Sum([BillRate x Input]), type number}, {"Sum Hours per EE per month", each List.Sum([Input]), type number}}),
#"Inserted Division" = Table.AddColumn(#"Grouped Rows", "Division", each [Sum Product] / [Sum Hours per EE per month], type number),
#"Renamed Columns1" = Table.RenameColumns(#"Inserted Division",{{"Division", "Result"}})
in
#"Renamed Columns1"
Name Month Sum Product Sum Hours per EE per month Result
| Employee 2 | 1 | 13855.95 | 98.33 | 140.9127428 |
| Employee 2 | 2 | 20632.55 | 142.98 | 144.3037488 |
| Employee 2 | 3 | 22777.1 | 161.09 | 141.3936309 |
| Employee 2 | 4 | 15168.25 | 109.16 | 138.9542873 |
| Employee 1 | 1 | 22501.1 | 189.2 | 118.9275899 |
| Employee 1 | 2 | 19969.05 | 168.53 | 118.4895864 |
| Employee 1 | 3 | 22054.5 | 180.53 | 122.1652911 |
| Employee 1 | 4 | 21034.25 | 171.51 | 122.6415369 |
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