Hierarchy

[user900]

I have a table of employees (Users). It includes their manager and their manager's manager. How can I create a column so I can drill down in my visual starting at the manager's manager level, then manager and finally user.

Manager's Manager = A. Smith

Manager = B. Jones

User = C. Doe

I can drag the fields in to the axis, but in some cases there is another manager level, therfore it doesnt work.

Any help is appreciated.

~User 900

[Shahfaisal]

You will need to flatten the hierarcy. If you have access to the database where this data is stored, I would do it over there. If you don't, try something like this - https://businessintelligist.com/2020/05/27/power-bi-dax-how-to-flatten-parent-child-hierarchy/

[user900 · Accepted solution]

Following the steps in the link, didn't quite return the results needed. My table has the following columns:

User - all people in the company

User Manager Name - the manager for each user

User Managers Name - the manager of the manager 

How do I flatten the data so that I can account for 5 levels of our org structure. I need to be able to drill down from the SVP, which for some users that could be the Manager Name, but for others it could be User Manager Name. 

I don't know Power BI very well, so if there are any specific suggestions that could help, I'd appreciate it.

[Ashish_Mathur]

Hi,

In the Query Editor, select all columns other than the 3.  Right click and select "Unpivot Other Columns".

[user900]

Below is a sample of the data. Ultimately, I need a visual starting at CEO Sparks and be able to drill down into each Manager to the User level. 

Manager's Manager    Level 1 Manager    User          Training Title

Scott, Angela               Davis, Ryan            Albert D.      Training 1

Scott, Angela               Davis, Ryan            Albert D.      Training 2 

Rodes, Jason               Rider, Jeffrey          Ally, Sarah    Training 1

Rodes, Jason               Rider, Jeffrey          Ally, Sarah    Training 2

Rodes, Jason               Rider, Jeffrey          Ally, Sarah    Training 3

Turner, Jake                 Scott, Angela         Davis, Ryan   Training 1

Turner, Jake                 Scott, Angela         Davis, Ryan   Training 2

CEO Sparks                 Davis, Alex             Turner, Jake   Training 1

Davis, Alex                  Turner, Jake            Scott, Angela Training 1

[Ashish_Mathur]

Follow the method which i suggested in my previous post.