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
[TABLE="width: 0"]
<tbody>[TR]
[TD][/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]ActualAvailableResource[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD][/TD]
[TD]19[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD][/TD]
[TD]AP-1[/TD]
[TD]AP-2[/TD]
[TD]AP-3[/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]Booking Group[/TD]
[TD]27/07/2018[/TD]
[TD]24/08/2018[/TD]
[TD]28/09/2018[/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD]Change[/TD]
[TD]3512.77[/TD]
[TD]3512.77[/TD]
[TD]4390.96[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD]Configuration[/TD]
[TD]855.90[/TD]
[TD]855.90[/TD]
[TD]1069.88[/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD]Consultancy[/TD]
[TD]710.40[/TD]
[TD]684.72[/TD]
[TD]855.90[/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD]Fleet Management[/TD]
[TD]534.94[/TD]
[TD]534.94[/TD]
[TD]668.67[/TD]
[/TR]
[TR]
[TD]11[/TD]
[TD]ILS[/TD]
[TD]392.29[/TD]
[TD]392.29[/TD]
[TD]490.36[/TD]
[/TR]
[TR]
[TD]12[/TD]
[TD]Management[/TD]
[TD]552.77[/TD]
[TD]552.77[/TD]
[TD]690.96[/TD]
[/TR]
[TR]
[TD]13[/TD]
[TD]Material State[/TD]
[TD]1925.78[/TD]
[TD]1925.78[/TD]
[TD]2407.23[/TD]
[/TR]
[TR]
[TD]14[/TD]
[TD]Portfolio Management[/TD]
[TD]927.23[/TD]
[TD]927.23[/TD]
[TD]1159.04[/TD]
[/TR]
[TR]
[TD]15[/TD]
[TD]TLMP[/TD]
[TD]891.57[/TD]
[TD]891.57[/TD]
[TD]1114.46[/TD]
[/TR]
[TR]
[TD]16[/TD]
[TD]Trials[/TD]
[TD]249.64[/TD]
[TD]249.64[/TD]
[TD]312.05[/TD]
[/TR]
[TR]
[TD]17[/TD]
[TD]Waterfront Support[/TD]
[TD]1551.33[/TD]
[TD]1551.33[/TD]
[TD]1939.16[/TD]
[/TR]
[TR]
[TD]18[/TD]
[TD]Grand Total[/TD]
[TD]12104.62[/TD]
[TD]12078.94[/TD]
[TD]15098.67[/TD]
[/TR]
</tbody>[/TABLE]



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.

[TABLE="width: 778"]
<tbody>[TR]
[TD]Excel 2016 (Windows) 32 bit
[TABLE="width: 0"]
<tbody>[TR]
[TD][/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD][/TD]
[TD]19[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD][/TD]
[TD]AP-1[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD][/TD]
[TD]27/07/2018[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Task & Booking Group (indented)[/TD]
[TD]Sum of Effort[/TD]
[TD]EffortAssigned[/TD]
[TD]ActualAvailableResource[/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]ENGS119 - Technical Investigation[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD]CWP unallocated[/TD]
[TD]0.192%[/TD]
[TD]23.27810936[/TD]
[TD]12105[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD]Provision of Technical Assistance - ILS DHV[/TD]
[TD]8.942%[/TD]
[TD]1082.432085[/TD]
[TD]12105[/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD]Provision of Technical Assistance - ILS FSU[/TD]
[TD]8.942%[/TD]
[TD]1082.432085[/TD]
[TD]12105[/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD]Provision of Technical Assistance - ILS General[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]11[/TD]
[TD]

Fleet Management​

[/TD]
[TD]0.192%[/TD]
[TD]23.27810936[/TD]
[TD]12105[/TD]
[/TR]
[TR]
[TD]12[/TD]
[TD]

ILS​

[/TD]
[TD]35.000%[/TD]
[TD]4236.615904[/TD]
[TD]12105[/TD]
[/TR]
[TR]
[TD]13[/TD]
[TD]Provision of Technical Assistance - ILS MSC[/TD]
[TD]17.692%[/TD]
[TD]2141.586061[/TD]
[TD]12105[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
</tbody>[/TABLE]

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!).