Forum Discussion
Filter data based on Manager - Employee relationship
I have an organizational chart that looks somewhat like this: The data is in a table like below: EMPLOYEE,MANAGER
Nicole,
Jim,Nicole
Dana,Nicole
William,Jim
Maria,Jim
Kate,Jim
Jane,Dan...
A potential solution could be to add a new column using the LOOKUPVALUE function, see an example below:
Manager II = IF(LOOKUPVALUE('Hierarchy'[Manager],'Hierarchy'[Employee],'Hierarchy'[Manager])="Nicole",
'Hierarchy'[Manager],
LOOKUPVALUE('Hierarchy'[Manager],'Hierarchy'[Employee],'Hierarchy'[Manager]))
Also, the below article provides more information on the lookupvalue function if you want to make any changes to the logic:
https://docs.microsoft.com/en-us/dax/lookupvalue-function-dax
This works, but only for the very specific example I asked. For instance it only basically shows for second level managers reporting to Nicole, but if I select Nicole it'll only show data for Jim and Dana.
Organization structure can often change, and there can be managers added or removed chaning the 'level' etc. I wonder if there's a more general solution.
Did you get a solution to this one ?
Need solution facing exact same issue.
