Forum Discussion
Direct Reports Hierarchy Slicer Returning Indirect Reportees Instead of Only Direct Reportees
Yes, this is possible without returning the entire descendant hierarchy.
The simplest approach is to maintain an Employee table with EmployeeID and ManagerID (parent-child relationship). Instead of using PATH() to expand all descendants, filter employees where:Hi Selva-Salimi,
Thanks for your response.
By "Direct Reports", I mean the employees whose ManagerID is equal to the selected manager's EmployeeID (only one level below the selected manager).
My data contains EmployeeID, ManagerID, and employee details. I also have a parent-child hierarchy built for navigation, but the requirement is not to return all descendants—only the immediate/direct reportees of the selected manager.
I'm trying to determine whether this can be achieved through the Hierarchy Slicer configuration or if a custom DAX/filtering approach is required.
Thanks for your guidance!
Solution SageHi Harini07 ,
what do you mean by "when "Direct Reports" is selected." is direct report a column in your table? or a field? and did you have a column include different levels?
Thanks for the question.
In this case, "Direct Reports" is a field parameter selection, and the corresponding Direct Reportee information is stored as a column in the fact table.
The hierarchy is flattened in the fact table and consists of 4 hierarchy-level columns (for example, Level1 Manager, Level2 Manager, Level3 Manager, Level4 Manager).
We use a Hierarchy Slicer built on these hierarchy columns for Account Manager selection.
When a manager such as Alexandra O'Connor is selected and the field parameter is set to "Direct Reports", the expected behavior is to return only the immediate/direct reportees of Alexandra (Rebecca Slee, Sylvie Di Maio, and Zubbi Kutty).
However, Power BI is currently returning all descendant records from lower hierarchy levels as well. For example, Sarah Neville, who reports to Rebecca Slee, is also being included, even though Sarah Neville is not a direct report of Alexandra.
The existing Qlik implementation restricts the results to only the immediate next hierarchy level, which is the behavior we are trying to replicate in Power BI.
- Selva-Salimi
Harini07 ,
could you please share a small sample table which shows the structure of your fact table? (for the example above)
Hi Selva-Salimi,
Thanks for your response.
By "Direct Reports", I mean the employees whose ManagerID is equal to the selected manager's EmployeeID (only one level below the selected manager).
My data contains EmployeeID, ManagerID, and employee details. I also have a parent-child hierarchy built for navigation, but the requirement is not to return all descendants—only the immediate/direct reportees of the selected manager.
I'm trying to determine whether this can be achieved through the Hierarchy Slicer configuration or if a custom DAX/filtering approach is required.
Thanks for your guidance!
