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Daily Work Load report, Date range as Input

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    Daily Work Load report, Date range as Input

    I need to calculate the daily work load of individuals in Sheet1 another sheet2, I don't have enough knowledge when it comes to VBA and macros so I encounter a lot of problem.

    First is that the input Date is range only from "start date" to "end date" but I need to create a daily report of the individuals work load.

    second some individuals has two running task that is within one of the date range and it has different equivalent Work load values. some work are done by pair or alone.

    also will be a big help if you cant point me to the right direction for me to accomplish this. Big thanks anyone who'll help..
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    Last edited by AliGW; 12-18-2019 at 02:09 AM. Reason: Irrelevant section of title removed: this is a HELP forum!!!

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    Re: Daily Work Load report, Date range as Input

    How is the workload apportioned when there are two people assigned?

    I presume the year values in row 2 are incorrect, and should be 2019?
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    Re: Daily Work Load report, Date range as Input

    Assuming there's no split of workload when there are two people per row, you can use this Power Query. Format your source data as a table, then use:

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    Re: Daily Work Load report, Date range as Input

    I'm sorry for not double checking my file you are right about the date fields. If two person are appointed the daily work load will be divided by Two, Thank you for your fast response Olly, I have follow up questions regarding the file you provide, I'm amazed with your work how was this achieved? also I wish to be able to add new row of data then will it automatically process this new data? maybe your code can but I just don't know how to use it, also thank you for pointing out this power Query I have new path to follow for now. big thanks.

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    Re: Daily Work Load report, Date range as Input

    To divide the workload between 2 people, where needed, amend this line:
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    To update the output after additional data is added to the source table, simply use Data > Connections > Refresh All

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    Re: Daily Work Load report, Date range as Input

    You've been a big help!. Any ways I've been trying to study queries and trying to experiment out your code, I was also able to make it work when I update the new row of data and also the computation part which divides the Workload per day depending on the number of people count. now I'm trying to make it work on my original xls document. I'm stuck now on the part where

    #"Person 1 Data" = Table.RenameColumns(Table.RemoveColumns(#"Added People",{"PE 2"}),{"PE 1", "Person"}),
    --------> ^^^^^^^^^^
    #"Person 2 Data" = Table.RenameColumns(Table.RemoveColumns(#"Added People",{"PE 1"}),{"PE 2", "Person"}),
    #"Combined Data" = Table.Combine({#"Person 1 Data",#"Person 2 Data"}),

    how's this part of the code been done? is person 1, person 2 created then combined? I cant seem to find how to do this part.

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    Re: Daily Work Load report, Date range as Input

    Quote Originally Posted by jamnaz0726 View Post
    is person 1, person 2 created then combined?
    Exactly right. You could do this with multiple manual steps, in which case those three lines of code would be replaced with:
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    I just manually combined those steps, for brevity, in the initial query.

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    Re: Daily Work Load report, Date range as Input

    Did this solve your issue?

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    Re: Daily Work Load report, Date range as Input

    is it possible for the computation not to include Week ends?

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    Re: Daily Work Load report, Date range as Input

    Yes. Add another query, named fnNetWorkdays:
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    Now change this line in the original query:
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    Last edited by Olly; 12-20-2019 at 04:37 AM.

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    Re: Daily Work Load report, Date range as Input

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    this line of code always seems to mess my data selections?

    i have 15 column sheet originally after i have removed un-needed columns and rows my final sorted sheet is 5 columns, But then when i add the code, my sheet turns back to the original 15 column sheet?
    Last edited by jamnaz0726; 12-20-2019 at 05:23 AM.

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    Re: Daily Work Load report, Date range as Input

    This query works exactly as expected with the example data provided.

    I don't recognise a 15 column sheet - what are the additional columns?

    Upload a workbook which shows the actual structure of your data.

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    Re: Daily Work Load report, Date range as Input

    I just spotted that we need to tweak the #"Added Date List" step, to exclude weekends from the calculations, too:

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    Re: Daily Work Load report, Date range as Input

    Following from the

    this line of code always seems to mess my data selections?

    i have 15 column sheet originally after i have removed un-needed columns and rows my final sorted sheet is 5 columns, But then when i add the code, my sheet turns back to the original 15 column sheet?
    i think the problem is that there is an empty part at the top of my excel file. my data starts at B13 I use "first row as headers" making the row B13 as the names of the columns, when the "added people..." command is executed, the cells B1:B12 returns, making the column name removed. thus making the next command error because the column name returns to Column1, Column2,.. etc here is a new file.
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    Re: Daily Work Load report, Date range as Input

    Using that file:

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    Re: Daily Work Load report, Date range as Input

    Thank you so much Olly, i'm able to integrate it with my school project.

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    Re: Daily Work Load report, Date range as Input

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, as a relatively new member of the forum, you may not be aware that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of those who helped.

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