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SMW
Frequent Visitor
2 years ago

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!