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nonuoha
Calcite | Level 5

Hi,

 

I am developing a dashboard that require total paid and unpaid FTE in a fiscal year or calendar year quarter.  My dataset contains a row for each active employee in a month, meaning that an employee who is active in all three months of a quarter have three rows in the dataset.  My calculation only need one active row in a quarter not three.

 

Here's a sample dataset of three employees (A, B, C) each with FTE of 1 in the first quarter of 2021

 

Jan - A = 1, B = 1, C = 1

Feb - A = 1, B = 1, C = 1

Mar - B = 1, C = 1

 

Expected total paid FTE for the three employees in first quarter is 3 and not 8.

 

If there's a document that will assist me on this, please direct me to it.

 

Thank You!

 

1 REPLY 1
Sam_SAS
SAS Employee

Hello,

 

If you duplicate the date column and apply a Quarter format, you could visualize the data that way. You could also use this Quarter column in a time hierarchy like Year>Quarter>Date that the user could drill into.

 

You can also use the Period() operator in a calculated item with an expression like:

 

Period(_Sum_, 'Product Sale'n, _IgnoreAllTimeFrameFilters_,
'Transaction Date'n, _ByQuarter_)

This calculates the sum value for each quarter.

 

Let us know if that helps.

 

Thanks,

Sam

 

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