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How to pull a Time-Off Balance Report for all employees?

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Posted on by HRHarry

Hi,

In our old system we were able to pull a time off balance report which you were able to filter the date e.g. October 1^st – 31^st and the leave type (e.g. Annual Leave). It will then show the current balance of the employees leave at the start of the month , the amount they will accrue that month, the amount they have used (if they have applied for leave), any scheduled leave, adjustments, and an ending balance for the month. See below:

Is this possible to recreate in dynamics HR and pull the balance report for all employees in the business? has anyone made something like this in the excel workbook?

Thank you!

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HRHarry 73 on at

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RE: How to pull a Time-Off Balance Report for all employees?

No worries thanks Parag Chapre , I'll post on the power bi community
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Parag Chapre 12,271 Most Valuable Professional on at

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RE: How to pull a Time-Off Balance Report for all employees?

You need to create a measure and date table to achieve this. You can try to put this on Power BI community.
HRHarry 73 on at

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RE: How to pull a Time-Off Balance Report for all employees?

Hi Parag Chapre ,

I followed your blog on how to create the leave table in powerbi using the leave bank transaction table in a matrix table on powerbi.

However, I want to be able to add a date filter and my table to show the values like the example I screenshotted in my original question.

If I was to add a date filter for the month of October - the this only shows the accrual amount for that month, whereas our old system showed, the employees current balance, the accrual that month - the total at the end of the month and any time off request amounts that had been made.

Would you have any guidance on how to recreate this? I think I have the foundations from your example ....I just don't know how to make it similar to our previous report.

Thank you!
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Parag Chapre 12,271 Most Valuable Professional on at

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RE: How to pull a Time-Off Balance Report for all employees?

Hi Harry,

You can use Dataverse connector in Excel and use leave & bank transaction table with some leave tables. I created with Power Bi but it is same with excel using Power query.