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egspen2's avatar
egspen2
Copper Contributor
Oct 10, 2020

Monthly headcount based on hire date formula

I am looking to take an employee roster and, using a formula, put a "Yes" if the employee was active as of the respective month (based on comparing the hire date to the last day of the month in quest...
Formulas and Functions
  • Zeelynn's avatar
    Zeelynn
    Copper Contributor
    Oct 29, 2020
    How would you do a formula to grab the employees that were hired and rehired on or before a certain but excluded the ones that were terminated before that date?
    • SergeiBaklan's avatar
      SergeiBaklan
      Diamond Contributor
      Oct 29, 2020

      Zeelynn 

      In general that's much more complex tax which is better to do with database or Excel tables whic imitates database. Tables could be

      - departments: ID and name

      -employees: ID, name, perhaps other static information like birthday

      - employees history: date, employee ID, department ID (in case of change), within it hiring and termination dates

      - calendar with each date for entire history

       

      Above is simplified, could be bit more complex

       

      After that Power Query itself or in combination with data model operations could generate desired reports.

       

      Less reliable way is with formulas, but least you need to have termination date in your records.

      • zrob94's avatar
        zrob94
        Copper Contributor
        Feb 07, 2022

        SergeiBaklan Hi i have a smiliar question trying to get monthly headcount for a particular department i have start dates and leave dates 

         

        Similar data to the person below but also leave dates.

        I dont know what countifs function to use to get the monthly data for example all employees at X department up until 31st January 2022. 

  • egspen2's avatar
    egspen2
    Copper Contributor
    Oct 11, 2020

    SergeiBaklan Thanks - this makes sense to me and is what I was trying to do. However, when I copy this same formula into my document, I get return different values (for example, I get a no when you get a yes). Did you have to re-format the date or anything with the source file? See attached for my sheet simply updated for the formula you suggested - not sure why we get different answers.

    • SergeiBaklan's avatar
      SergeiBaklan
      Diamond Contributor
      Oct 11, 2020

      egspen2 

      You keep information about the hire dates as texts, not as dates. At the same in columns headers somewhere are dates, somewhere are texts.

      I'd suggest to keep all dates as dates (which are actually numbers in Excel), not as texts. For that first convert Hire Date with Text to Columns into the dates

      After that be sure you have no texts in columns headers, change all texts on dates

      With that it shall work

       

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