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Hi all, please can you great minds help me create these report based on this complex hierarchy structure.
I have a survey data to create 100 reports with various report requirement.
We have six level of hierarchies in data and report requirements are below,
Report-1 = Requirment-1 = The data is pulling from Hierarchy levele-3 and just for Functions. Level-3 hierarchy we have three business entities (Functions, International, and Internal) and we only want to select Functions.
Requirment-2 = We want to report level below for this hierarchy which will be in this case Level-4 and the sub-business entities for Functions are (COO-1, Functions, COO, Funtions-1)
Requirment-3 = Third requirement for Function is, I want to show comparison with Group which is in Level-1.
Report-2 = Requirment-1 = The data is pulling from Hierarchy levele-4 and just for Corporate. Level-4 hierarchy we have 7 business entities (COO-1, Consumer, Functions, COO, Corporate, Investment and Funtions-1) and we only want to select Corporate.
Requirment-2 = We want to report level below for this hierarchy which will be in this case Level-5 and the sub-business entities for Corporate are (Markets, Corporate, Technology-1, Private, Markets2, Risk, Trade, Finance, Payments, Legal, Platforms)
Requirment-3 = Third requirement for Corporate is, I want to show comparison with Report-1 which is Functions report and in Level-3.
Report-3 = Requirment-1 = The data is pulling from Hierarchy levele-5 and for HR, and Finance. Level-5 hierarchy we have 19 business entities and we only want to select Corporate, and Finance entities.
Requirment-2 = We want to report level below for this hierarchy which will be in this case Level-6 and the sub-business entities for HR, and Finance are (Corporate Functions, and Corporate Fun)
Requirment-3 = Third requirement for HR and Finance report is, I want to show comparison with Group which is in Level-1.
And i want to put filter on all pages which will contain the report name and then if i select suppose Report-2 then all the visual with sub-business entities should show level-5 and the comparison cards should show comparison with Report-3.
Any help will be greatly appreciated.
Thanks.
https://www.youtube.com/watch?v=SLes3byztlk Watch All Six Parts. You will get fair idea!
Proud to be a Super User!
@VijayP Thanks Vijay but this is not working in my case as Survey data is different than slaes data. Here is example of my data:
I have created measure which calculate score for Favouable based on codes (6,7,8,9, StronglyAgree10). I want to compare for Report-2 with report 1 and want to see level below hierarchy in bar chart.
ResponseId | Q1 | Q2 | Q3 | Q4 | Q5 | Q6 | Q7 | Q8 | Q9 | Q10 | Level-1 | Level-2 | Level-3 | Level-4 | Level-5 | Level-6 |
2020-2 | 8 | 7 | 8 | 9 | 6 | 8 | Neutral5 | 8 | 8 | 6 | Group | Chief Executive | Functions | COO-1 | Risk | Technology |
2020-3 | 8 | 7 | 7 | 7 | 6 | 7 | 7 | 7 | 7 | 7 | Group | Chief Executive | International | Consumer | International-1 | Coverage |
2020-4 | Strongly Agree10 | Neutral5 | 8 | Strongly Agree10 | 8 | Strongly Agree10 | 8 | 8 | 8 | 8 | Group | Chief Executive | Functions | COO-1 | Markets-1 | Technology |
2020-5 | 8 | 8 | 7 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | Group | Chief Executive | Functions | COO-1 | Markets-2 | Technology |
2020-6 | Neutral5 | 8 | 8 | 6 | 8 | 7 | 7 | 7 | 8 | 8 | Group | Chief Executive | Functions | COO-1 | Risk | Technology |
2020-7 | 4 | 7 | 6 | Strongly Agree10 | Strongly Agree10 | 9 | 8 | 7 | 7 | Strongly Agree10 | Group | Chief Executive | Functions | Functions | Risk | Corporate Functions |
2020-8 | Neutral5 | Neutral5 | Neutral5 | Neutral5 | Neutral5 | 6 | Neutral5 | Neutral5 | 6 | 6 | Group | Chief Executive | Functions | COO | Markets-2 | Technology |
2020-9 | 4 | 8 | Neutral5 | 6 | 8 | 7 | Neutral5 | 6 | 7 | 8 | Group | Chief Executive | Functions | Functions | Finance | Corporate Functions |
2020-10 | Neutral5 | 9 | 6 | Strongly Agree10 | Strongly Agree10 | Strongly Agree10 | 6 | 9 | Strongly Agree10 | Strongly Agree10 | Group | Chief Executive | Functions | COO | Markets-2 | Technology |
2020-11 | 3 | Neutral5 | Neutral5 | Strongly Disagree0 | Strongly Disagree0 | 7 | Strongly Disagree0 | 2 | 2 | 4 | Group | Chief Executive | Functions | COO | Risk | Technology |
2020-12 | 8 | 7 | 3 | 8 | 2 | 9 | 2 | Strongly Disagree0 | 8 | Strongly Disagree0 | Group | Chief Executive | Functions | Functions | Risk | Corporate Functions |
2020-13 | 9 | 9 | Neutral5 | 8 | 7 | Strongly Agree10 | Neutral5 | Neutral5 | Neutral5 | Strongly Agree10 | Group | Chief Executive | Functions | COO | Risk | Technology |
2020-14 | 7 | 9 | Strongly Agree10 | 8 | 3 | 8 | 6 | 8 | 9 | Strongly Agree10 | Group | Chief Executive | Functions | Functions | Compliance | Corporate Functions |
2020-15 | Neutral5 | Neutral5 | 4 | 6 | Neutral5 | Neutral5 | Neutral5 | Neutral5 | Neutral5 | Neutral5 | Group | Chief Executive | Functions | COO | Markets-2 | Technology |
2020-16 | Neutral5 | 9 | 8 | 8 | 8 | 9 | 8 | 8 | 8 | 6 | Group | Chief Executive | Functions | Functions | Public Policy | Corporate Functions |
2020-17 | Neutral5 | Neutral5 | 8 | Neutral5 | 1 | 7 | Strongly Disagree0 | 4 | 2 | Neutral5 | Group | Chief Executive | Functions | COO | Risk | Technology |
2020-18 | 6 | 6 | 6 | Neutral5 | 3 | 6 | 2 | 3 | 3 | 7 | Group | Chief Executive | Functions | Functions | Finance | Corporate Functions |
2020-19 | 7 | 7 | 8 | Neutral5 | 4 | 9 | 7 | 6 | 6 | 7 | Group | Chief Executive | International | Consumer | Technology3 | Technology |
2020-20 | 4 | 7 | 7 | 7 | 7 | 6 | 4 | 4 | Neutral5 | 6 | Group | Chief Executive | International | Consumer | Markets-1 | Technology |
2020-21 | Strongly Disagree0 | Strongly Disagree0 | Strongly Disagree0 | Neutral5 | Neutral5 | Strongly Disagree0 | Strongly Agree10 | Strongly Disagree0 | 4 | 7 | Group | Chief Executive | International | Corporate | Corporate | International Co |
2020-22 | 4 | 6 | 4 | 6 | Neutral5 | 7 | 4 | 4 | 3 | 7 | Group | Chief Executive | International | Corporate | Corporate | International Co |
2020-23 | 8 | Neutral5 | Neutral5 | Neutral5 | Neutral5 | Neutral5 | 8 | 7 | Neutral5 | 8 | Group | Chief Executive | International | Corporate | Markets | Markets |
2020-24 | 3 | Neutral5 | 7 | Neutral5 | 6 | 6 | Neutral5 | Neutral5 | Neutral5 | 7 | Group | Chief Executive | International | Consumer | HR | Corporate Functions |
2020-25 | Strongly Agree10 | Strongly Agree10 | Neutral5 | 9 | 8 | Strongly Agree10 | 7 | 9 | 9 | Strongly Agree10 | Group | Chief Executive | International | Consumer | Risk | Technology |