What is the correct measure?

[pjmorris]

I'll be grateful for any assistance, I feel that I'm close to a solution, but need help in properly defining the measure [EffortAssigned] - either that or I'm trying to do something that is not possible. I apologize for the length of this post, but I hope I've described the situation clearly. I'd be grateful for any advice or suggestions.

I have two powerpivot tables, the first calculates the number of hours available during each Accounting Period (AP-1, AP-2, etc) for each Booking Group (ILS, Consultancy etc):

Excel 2016 (Windows) 32 bit

	B	C	D	E
3	ActualAvailableResource
4		19
5		AP-1	AP-2	AP-3
6	Booking Group	27/07/2018	24/08/2018	28/09/2018
7	Change	3512.77	3512.77	4390.96
8	Configuration	855.90	855.90	1069.88
9	Consultancy	710.40	684.72	855.90
10	Fleet Management	534.94	534.94	668.67
11	ILS	392.29	392.29	490.36
12	Management	552.77	552.77	690.96
13	Material State	1925.78	1925.78	2407.23
14	Portfolio Management	927.23	927.23	1159.04
15	TLMP	891.57	891.57	1114.46
16	Trials	249.64	249.64	312.05
17	Waterfront Support	1551.33	1551.33	1939.16
18	Grand Total	12104.62	12078.94	15098.67

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The second is intended to show the number of hours assigned to a number of tasks. I've been able to list the tasks against the Accounting Period (as shown in the previous pivottable) and show the proportion of each Booking Group that should be assigned to each task. However, as shown below, the number of hours taken into the calculation is the Grand Total for each Account Period rather than the figure for each Booking Group as shown above.

Excel 2016 (Windows) 32 bit B C D E 2 19 3 AP-1 4 27/07/2018 5 Task & Booking Group (indented) Sum of Effort EffortAssigned ActualAvailableResource 6 ENGS119 - Technical Investigation 7 CWP unallocated 0.192% 23.27810936 12105 8 Provision of Technical Assistance - ILS DHV 8.942% 1082.432085 12105 9 Provision of Technical Assistance - ILS FSU 8.942% 1082.432085 12105 10 Provision of Technical Assistance - ILS General 11 Fleet Management​ 0.192% 23.27810936 12105 12 ILS​ 35.000% 4236.615904 12105 13 Provision of Technical Assistance - ILS MSC 17.692% 2141.586061 12105 <tbody> </tbody>

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The ActualAvailableResource in this pivottable returns 12105, which is the grandtotal from the previous pivottable. So for the 'Provision of Technical Assistance - ILS General', ILS it should have returned 392.29 and for Fleet Management is should have returned 534.94. This should then have resulted in a total assigned effort of 138.33 (35%*392.29 + 0.192%*534.94). The definition of ActualAvailableResource is from a Resource table that is linked to a Calendar table in PowerPivot Manager, the definition is:


=sumx(tblResource,tblResource[Available Hrs]*RELATED(tblCalendar[Daily % of Annual]))


The Task Table is linked to the Resource Table using a bridge table that simply contains a list of the 'Booking Group' and this creates the Many to 1 to Many link.


The EffortAssigned measure is defined as:


=calculate([ActualAvailableResource]*tblTasksSimple[Sum of Effort],tblTasks,tblBookingGroupOnly)


I feel certain that I'm close to making this work, but despite numerous combinations of formula I cant get the ActualAvailableResource to return the sum filtered by date and booking group. I'll be really grateful for any advice or guidance (even if its to say it cant be done!).