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SMW
Frequent Visitor

Creating a Reporting Hierarchy

Hello PBI Community,

I am seeking some help on how to create a heirarchy in PBI based solely on Employee IDs and Supervisor IDs. 

I have a dataset that only contains employee IDs and their associated Supervisor ID (also an employee ID). What I am trying to do is figure out a roll up to each level of heirarchy to see the entire reporting. 

IE: If employees 10, 2, 5, report to employee number 6 and employee number 6 reports to employee 3. Employee 3 reports to employee 1. As well employees 9,4,15 report to employee 12 and 12 reports to 3. I want to view everyone associated to employee 1 which would be all of employees but if I also wanted to view employee 6 I would see all associated activity for everyone who reports to 6. Likewise if I rolled up to employee 3 I would see all associated with 3 (all of 12 and 6 reporting). 

 

I have created the supervisor table but need to understand what methods/techniques can I use to get the roll up in absence of titles being explicitly detailed in the data. 

 

Thanks!

 

 

1 REPLY 1
amitchandak
Super User
Super User

@SMW , refer if path can help

https://radacad.com/parsing-organizational-hierarchy-or-chart-of-accounts-in-power-bi-with-parent-ch...

 

https://www.sqlbi.com/articles/clever-hierarchy-handling-in-dax/

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