2 Replies Latest reply on Nov 28, 2016 4:48 PM by Vimal Raj

# Monthly FTE Calculation for date range across multiple projects

Hi All,

I am a Tableau newbie and have been tasked a very challenging problem at work.

The following is a sample of the data I am working with

 Resource Type Name Project Name Start Date End Date Percent Allocated Project manager John Project A 11/15/2016 12/30/2016 50 Project manager John Project B 10/10/2016 12/30/2016 30 Tableau Dev Ryan Project D 10/15/2016 11/10/2016 75 Tbleau Dev Ryan Project C 8/1/2016 11/15/2016 100 Java Dev Toby Project A 10/15/2016 11/30/2016 75 Java Dev Kirby Project D 10/25/2016 12/15/2016 30 Project manager Austin Project E 11/4/2016 12/30/2016 50 Project manager Bob Project F 11/14/2016 1/14/2017 100 Tableau Dev Ryan Project F 12/24/2016 1/29/2017 50 Java Dev Thomas Project F 12/4/2016 2/13/2017 25 Java Dev Kristen Project M 12/14/2016 2/28/2017 30 Project manager John Project M 12/24/2016 3/15/2017 40

Note: FTE = [Percent Allocated]/100

The task is to come out with a resource level summary table with FTE's for each resource for each month across all projects. Something like this...

 Resource Type Name Aug-16 Sep-16 Oct-16 Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Project manager John NULL NULL 0.3 0.8 1.2 0.4 0.4 0.4 Tableau Dev Ryan 1 1 1.75 1.75 0.5 0.5 NULL NULL etc...

I have attached a sample workbook with the above data. Please let me know if I can provide additional details. Your help is much appreciated.

Thanks,

Vimal

• ###### 1. Re: Monthly FTE Calculation for date range across multiple projects

Hello Vimal,

Is this something you are looking for?

• ###### 2. Re: Monthly FTE Calculation for date range across multiple projects

Hi Rekha,

This is the structure I am going for, however the values are not correctly reflected. The FTE's should be a SUM of all different projects, that resource is assigned to in that specific month. If you notice Project Manager. John he is involved in the following projects

 Resource Type Name Project Name Start Date End Date Percent Allocated Project manager John Project A 11/15/2016 12/30/2016 50 Project manager John Project B 10/10/2016 12/30/2016 30 Project manager John Project M 12/24/2016 3/15/2017 40

So my resultant table should be

 Resource Type Name Aug-16 Sep-16 Oct-16 Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Project manager John NULL NULL 0.3 0.8 1.2 0.4 0.4 0.4