Line Manager Tree

[PaulTrower]

Hi, I've seen a few posts relating to this topic but none which seem to lay it out in baby steps for a newbie like myself.

I have a staff data table with Employee and Line Manager columns.

What do I have to do such that when I choose someone in a slicer all the people in their 'line management tree' are shown (all the people that report to them, and the people that report to those people etc.).

I've seen a few articles about using pathitem and other path functions but I'm not sure where / how I go about it.

I've read this page and it seems like it should be 'simple' but I just can't figure out what to do first.

Many thanks.

[Anonymous]

Hi @PaulTrower ,

You want to implement a selection of users in the slicer and filter out all users at that level of that user, right?

This requires you to create a separate user table, and then create a measure to filter as visual-level filters.

For example,

the field of the slicer is from Table 2 created  by dax.

Put the measure below into the visual-level filters and set up show items when the values is 1.

Measure = VAR _SEL=SELECTEDVALUE('Table 2'[User])
VAR _LEVEL=CALCULATE(MAX('Table'[Level]),FILTER(ALL('Table'),[User]=_SEL))
RETURN IF(MAX('Table'[Level])=_LEVEL,1)

You can download the attachment for more details.

Best Regards,

Stephen Tao

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[PaulTrower]

Hi, thanks for your answer but not quite what I am after.

I would like a slicer of all people that are managers, but some people are managers of managers.

When I click on the slicer for 'Tom' I would like to see 'Abdul' and 'Hazel' in a matrix chart because Tom manages Abdul and Hazel.

Jenny manages Tom and Joan (Joan manages Eric).

When I click on Jenny I would like the matrix to show lines for Tom, Abdul, Hazel, Joan and Eric.

Does that make sense?

Thanks again for replying.

[PaulTrower]

Also, just in case it helps (or makes things easier).

I already have the Line Management Tree in different columns in the Excel Spreadsheet that I am importing.

I have the data in eight columns H1 to H8 (which stand for hierarchy level 1 to 😎 and I have a column called LM Tree which has the names separated by '>' symbols (though these could easily be changed to '|' symbols.

Is that an easier place to start?