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cferv_77
Helper I
Helper I

Finding individuals within Organizational Hierarchy (Indirect Reports)

Hello, 

 

I have a problem involving organizational hierarchy. Trying to find the number of indirect reports and their names, such that if a name is selected, everyone under that person is listed. For example (based on table down below), if Rick Ross was selected, everyone who has Rick Ross has a direct manager or indirect manager would be listed. The table below is a simple table but there can be 5 plus levels in this hierarchy. However, the table only provides one manager and one indirect manager. Hence for multiple levels, it would be hard to pull ALL the indirect reports.

 

Is this possible WITHOUT creating additional columns to capture everyone under an individual (at all levels)? For example, the President/CEO would show everyone from all levels from VP to Clerk.

 

Yes, I understand that DAX formulas cannot be recursive or have circular dependencies.

 

NameManager NameIndirect Manager Name
John SmithLeo DiCaprio 
Jane SmithWill Smith 
Ian SmithRick Ross 
Leo DiCaprioIan SmithRick Ross
Will SmithIan SmithRick Ross
Rick Ross  

 

3 REPLIES 3
Avsanda
New Member

@amitchandak  In regards to the PATH function, is there a way to do this in reverse order?

 

for example, I want to be able to see everyone under a specific person of reference (direct and indirect).

 

In other words, top to bottom, not bottom to top.

Anonymous
Not applicable

Hi @cferv_77  ,Hello @amitchandak ,thank you for your prompt reply!
Use the PathItemReverse function mentioned in the article provided by amitchandak.
Reference:
PATHITEMREVERSE function (DAX) - DAX | Microsoft Learn

amitchandak
Super User
Super User

@cferv_77 , You need to create path and then you can work with the employee hierarchy

refer

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

 

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