I'm trying to create a method of calculating job costs per job. I've been successful doing this with excel, but I'm moving everything into the SQL Database and trying to replace my lookup functions with SSIS/ETL through SSDT. I've created the necessary Tasks and everything is loading correctly from my flat files into SQL and finally into Power BI. The problem is that I no longer want to pre-calculate my labor costs, taxes, L&I, and Overhead in an excel file since this seems to defeat the purpose of "automation". I know that Power BI has some complex abilities with nested DAX formulas and I'm trying to use them to replace the calculations from the excel file. Basically I had a table for all of the changing rates (listed earlier in this paragraph) and I was using "=vlookup(...)" function in excel to calculate the appropriate rates with the appropriate dates. One sample would be the hourly rates. Employees get raises, and data 6 months before that rely on their previous hourly rate, so I need to match the rows date with the effective hourly rate at the time. I'm not sure if this process is best made in SSIS or in Power Bi (measures, custom columns, etc..) or lastly pre-ETL (excel). The data is coming from two sources (regarding hourly rate): SQL Database (Hourly Rate, Effective Date, Employee ID; Employee ID, Employee Name) and a flat CSV file that is ETL'd through SSIS into SQL Database (Name, Date, Hours, Job #, etc...).
I need somehow to have Power BI or SSIS add this column or lookup up the appropriate hourly rate so that I could create a custom column or measure to be able to multiply the two columns to compute the gross labor cost per line and all of the other costs. For some reason I, hitting a wall regarding which formulas to use. I'm still adapting and learning DAX (used to excels nested formulas).
Anything helps, even if someone points me in the right direction,
Thank you.