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Identify changes if a Position Title changes for an employee

Hi,

I'm hoping you may be able to assist where a change has occurred for an employee using the employee number in Column A & the Position Title Column F.

I've highlighted those pink who should be picked up.

thank you and take care,
 

Attachments

  • Chandoo Movements.xlsx
    12.2 KB · Views: 5
Using Power Query, I created the following which shows the latest position for each EE. If this is an acceptable presentation, post back and I will take you through the steps to achieve this.

Data Range
A
B
C
D
E
F
G
H
1
Staff Member​
Start Date​
Table1 (2).First Name​
Table1 (2).Surname​
Table1 (2).Employment Status​
Table1 (2).Position Number​
Table1 (2).Position Number2​
Table1 (2).Position End​
2
100518​
7/1/2017​
Simon​
Phillips​
FULL-TIME EMPLOYEE​
EXD004​
Administration Manager​
12/10/2019​
3
100519​
7/1/2018​
Jodie​
North​
FULL-TIME EMPLOYEE​
GMLSI2​
GM - Marketing​
12/10/2019​
4
100526​
7/1/2019​
Michelle​
Mackay​
FULL-TIME EMPLOYEE​
LDM003​
Assistant Manager​
7/14/2019​
5
100532​
3/23/2020​
Cecelia​
Simpson​
PART-TIME EMPLOYEE​
AS008A​
Associate​
6/19/2020​
6
100533​
12/11/2019​
Sheree​
Arnold​
FULL-TIME EMPLOYEE​
NPL003​
NPLeader​
6/19/2020​
7
100535​
8/22/2019​
James​
Arbot​
PART-TIME EMPLOYEE​
MAT202​
GM - Major​
2/28/2020​
8
100544​
6/22/2019​
Emma​
Crouch​
PART-TIME EMPLOYEE​
GMNO01​
GM - QLD (North QLD)​
6/19/2020​
9
100546​
12/5/2019​
Sophie​
McDonald​
FULL-TIME EMPLOYEE​
NPLAL1​
NPL North​
6/19/2020​
10
100559​
7/30/2018​
Bianca​
Best​
PART-TIME EMPLOYEE​
AUT106​
Law Clerk​
1/27/2020​
11
100568​
4/18/2016​
Kerri-Dee​
Grimason​
PART-TIME EMPLOYEE​
QPO001​
SST Billing Operator​
1/31/2020​
12
100571​
1/20/2020​
Christine​
Smith​
FULL-TIME EMPLOYEE​
AUT801​
Law Clerk​
1/20/2021​
13
100584​
1/24/2020​
Rebecca​
Smith​
FULL-TIME EMPLOYEE​
MAT219​
LPM - Vic​
7/31/2020​
14
100589​
11/9/2019​
Karen​
Lesser​
PART-TIME EMPLOYEE​
KMC001​
Knowledge Management Coordinator​
12/12/2019​
 
How would I know that their position had changed?
Hi AliGW, sorry it is when their Position Title changes in Column F.

I need to count the number of promotions that have occured over a 12 month period, and we have only recently introduced reason codes that would have helped for this task.

thanks, just curious which country are you from?
take care,
 
How would I know that their position had changed?
Hi AliGW, sorry it is when their Position Title changes in Column F.

I need to count the number of promotions that have occured over a 12 month period, and we have only recently introduced reason codes that would have helped for this task.

thanks, just curious which country are you from?
take care,
Hi
Using Power Query, I created the following which shows the latest position for each EE. If this is an acceptable presentation, post back and I will take you through the steps to achieve this.

Data Range
A
B
C
D
E
F
G
H
1
Staff Member​
Start Date​
Table1 (2).First Name​
Table1 (2).Surname​
Table1 (2).Employment Status​
Table1 (2).Position Number​
Table1 (2).Position Number2​
Table1 (2).Position End​
2
100518​
7/1/2017​
Simon​
Phillips​
FULL-TIME EMPLOYEE​
EXD004​
Administration Manager​
12/10/2019​
3
100519​
7/1/2018​
Jodie​
North​
FULL-TIME EMPLOYEE​
GMLSI2​
GM - Marketing​
12/10/2019​
4
100526​
7/1/2019​
Michelle​
Mackay​
FULL-TIME EMPLOYEE​
LDM003​
Assistant Manager​
7/14/2019​
5
100532​
3/23/2020​
Cecelia​
Simpson​
PART-TIME EMPLOYEE​
AS008A​
Associate​
6/19/2020​
6
100533​
12/11/2019​
Sheree​
Arnold​
FULL-TIME EMPLOYEE​
NPL003​
NPLeader​
6/19/2020​
7
100535​
8/22/2019​
James​
Arbot​
PART-TIME EMPLOYEE​
MAT202​
GM - Major​
2/28/2020​
8
100544​
6/22/2019​
Emma​
Crouch​
PART-TIME EMPLOYEE​
GMNO01​
GM - QLD (North QLD)​
6/19/2020​
9
100546​
12/5/2019​
Sophie​
McDonald​
FULL-TIME EMPLOYEE​
NPLAL1​
NPL North​
6/19/2020​
10
100559​
7/30/2018​
Bianca​
Best​
PART-TIME EMPLOYEE​
AUT106​
Law Clerk​
1/27/2020​
11
100568​
4/18/2016​
Kerri-Dee​
Grimason​
PART-TIME EMPLOYEE​
QPO001​
SST Billing Operator​
1/31/2020​
12
100571​
1/20/2020​
Christine​
Smith​
FULL-TIME EMPLOYEE​
AUT801​
Law Clerk​
1/20/2021​
13
100584​
1/24/2020​
Rebecca​
Smith​
FULL-TIME EMPLOYEE​
MAT219​
LPM - Vic​
7/31/2020​
14
100589​
11/9/2019​
Karen​
Lesser​
PART-TIME EMPLOYEE​
KMC001​
Knowledge Management Coordinator​
12/12/2019​
Hi Alan,

Sorry I'm never great explaining in detail. I need to capture/count the number of promotions that have occurred over a 12 month period i.e. 1/4/2019-31/3/2020

unfortunately we haven't been using reason codes for this period so I'm trying to exclude changes that may have been due to GL costing changes or change of hours etc. and just capture an employee if there title has changed.

I hope that makes sense. BI is on my bucket list, but I'm not sure I'm ready for it just yet lol

Where are you from if you don't mind me asking? Just curious

thanks & take care, Kelli
 
Kelli
My primary home is in Steamboat Springs, CO.
I also have a summer place in Litchfield, ME.

Why do you ask?

Also, for PQ, suggest the book "M is for (Data) Monkey" by Ken Puls and Miguel Escobar.
 
Kelli
My primary home is in Steamboat Springs, CO.
I also have a summer place in Litchfield, ME.

Why do you ask?
I just think it is great that we can network with people from all over the world & it brings it home a bit more when we see what's happening around the world, if that makes sense. Obviously not faces to names, but it just makes it seem a bit more real. I've been working from home for about 4 months I think oblivious to some of the things that are going on.
 
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