How to capture changes in Organization reporting structure

[Anonymous]

Hello,

I am trying to build a HR Dashboard that has RLS for the organization based on its reporting structure. This I have been able to achieve by bringing in the Employee table and mapping it with a table that has the info on who reports to who etc. Now the challange I have is that I need to capture any changes in this reporting structure as well. For Example - Employee A is reporting to Manager A in Jan 2021 and then starts reporting to Manager B in July 2021, when Manager A logs in to see annual performance people reporting to him, he only sees Employee A for 6 months.

WHat would be the best way of achieving this?

TIA

[Anonymous]

Hi @Anonymous ,

Could you tell me if your problem has been solved?
If it is, kindly Accept it as the solution. More people will benefit from it.
Or you are still confused about it, please provide me with more details about your table and your problem or share me with your pbix file from your Onedrive for Business.

Best Regards,
Stephen Tao

[Anonymous]

Hi @Anonymous ,

RLS is a good method. You can try different managers for different time periods. The data from January to June 2021 corresponds to Manager A, and the data from July 2021 corresponds to Manager B. For details, please refer to

https://radacad.com/dynamic-row-level-security-with-organizational-hierarchy-power-bi

https://radacad.com/dynamic-row-level-security-in-power-bi-with-organizational-hierarchy-and-multiple-positions-in-many-to-many-relationship-part-1

https://radacad.com/dynamic-row-level-security-in-power-bi-with-organizational-hierarchy-and-multiple-positions-in-many-to-many-relationship-part-2

https://radacad.com/dynamic-row-level-security-with-manager-level-access-in-power-bi

If your data source is SSAS under Live connection, please refer to

https://radacad.com/row-level-security-with-ssas-tabular-live-connection-in-power-bi

Best Regards,

Stephen Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.