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LP280388
Resolver II
Resolver II

Look for selected person in the Hierarchy Path and show direct/indirect employees under him

Hi Team,

 

We have a need for creating a Slicer where the user selects a particular employee and the table visual should show all the employees reporting directly or indirectly to the employee.

 

Currently, I have 2 tables

1.  with Person ID, Employee ID, Manager ID along with Path column

2.  Employee ID, Sales, Sale Date

 

Person ID is the Unique ID used to derive the path.  Employee ID is the one used in the slicer.  

 

In a nutshell,  the user selects an Employee ID in the Slicer, whose Person ID has to be captured and find in the Hierarchy path and then show the employees who are directly/indirectly reporting to the employee id selected.

 

Kindly help how this can be achieved.

 

4 REPLIES 4
EmiljoJ
New Member

Hi @LP280388

did you already find a solution to this topic? 

Hi @EmiljoJ , we ended up creating a hierarchy table in DB itself. 

like if A has 3 direct reportees and 2 indirect reportees, then we will have 5 records under his name.

v-jingzhang
Community Support
Community Support

Hi @LP280388 

 

Can you mock up some dummy data and paste them in the post to show the data you have? And how did you create the Path column? With DAX or in the data source? If the Path column is created in the data source, I'd like to transform the table with Power Query to deal with it. However if it's created with DAX, we can only try to find DAX solutions with it. 

 

Best Regards,
Community Support Team _ Jing

Hi @v-jingzhang 

 

Thanks for the response. 

 

Below is the sample data. 

Employee Table : 

Path = PATH(EmployeeData[Person ID],EmployeeData[Manager ID])

 

EmployeeData   
Employee IDPerson IDManager IDPath
100011  
10002211
10003321|2
10004421|2
10005521|2
10006621|2
10007731|2|3
10008831|2|3
10009931|2|3
100101061|2|6
100111161|2|6
100121261|2|6

 

TrainingsData :

Training IDEmployee ID
Training110001
Training210002
Training310005
Training410003
Training510004
Training610005
Training710003
Training810004
Training910005
Training1010006
Training1110007
Training1210008
Training1310003
Training1410004
Training1510005
Training1610006
Training1710007
Training1810008
Training1910009
Training2010010
Training2110011
Training2210012

 

 

Output expected is : 

A slicer with EmployeeID  and a table visual. 

when filter for employee ID "10002", the table visual should show below trainings which are taken by his direct and indirect reportees.

Employee IDTrainings ID
Training310005
Training410003
Training510004
Training610005
Training710003
Training810004
Training910005
Training1010006
Training1110007
Training1210008
Training1310003
Training1410004
Training1510005
Training1610006
Training1710007
Training1810008
Training1910009
Training2010010
Training2110011
Training2210012

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