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Shak85
Helper I
Helper I

Multiple level of hierarchies with Complex report requirements

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.

2 REPLIES 2
VijayP
Super User
Super User

@Shak85 

https://www.youtube.com/watch?v=SLes3byztlk Watch All Six Parts. You will get fair idea!




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@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.

 

 

ResponseIdQ1Q2Q3Q4Q5Q6Q7Q8Q9Q10Level-1Level-2Level-3Level-4Level-5Level-6
2020-2878968Neutral5886GroupChief ExecutiveFunctionsCOO-1RiskTechnology
2020-38777677777GroupChief ExecutiveInternationalConsumerInternational-1Coverage
2020-4Strongly Agree10Neutral58Strongly Agree108Strongly Agree108888GroupChief ExecutiveFunctionsCOO-1Markets-1Technology
2020-58879999999GroupChief ExecutiveFunctionsCOO-1Markets-2Technology
2020-6Neutral5886877788GroupChief ExecutiveFunctionsCOO-1RiskTechnology
2020-7476Strongly Agree10Strongly Agree109877Strongly Agree10GroupChief ExecutiveFunctionsFunctionsRiskCorporate Functions
2020-8Neutral5Neutral5Neutral5Neutral5Neutral56Neutral5Neutral566GroupChief ExecutiveFunctionsCOOMarkets-2Technology
2020-948Neutral5687Neutral5678GroupChief ExecutiveFunctionsFunctionsFinanceCorporate Functions
2020-10Neutral596Strongly Agree10Strongly Agree10Strongly Agree1069Strongly Agree10Strongly Agree10GroupChief ExecutiveFunctionsCOOMarkets-2Technology
2020-113Neutral5Neutral5Strongly Disagree0Strongly Disagree07Strongly Disagree0224GroupChief ExecutiveFunctionsCOORiskTechnology
2020-128738292Strongly Disagree08Strongly Disagree0GroupChief ExecutiveFunctionsFunctionsRiskCorporate Functions
2020-1399Neutral587Strongly Agree10Neutral5Neutral5Neutral5Strongly Agree10GroupChief ExecutiveFunctionsCOORiskTechnology
2020-1479Strongly Agree10838689Strongly Agree10GroupChief ExecutiveFunctionsFunctionsComplianceCorporate Functions
2020-15Neutral5Neutral546Neutral5Neutral5Neutral5Neutral5Neutral5Neutral5GroupChief ExecutiveFunctionsCOOMarkets-2Technology
2020-16Neutral5988898886GroupChief ExecutiveFunctionsFunctionsPublic PolicyCorporate Functions
2020-17Neutral5Neutral58Neutral517Strongly Disagree042Neutral5GroupChief ExecutiveFunctionsCOORiskTechnology
2020-18666Neutral5362337GroupChief ExecutiveFunctionsFunctionsFinanceCorporate Functions
2020-19778Neutral5497667GroupChief ExecutiveInternationalConsumerTechnology3Technology
2020-2047777644Neutral56GroupChief ExecutiveInternationalConsumerMarkets-1Technology
2020-21Strongly Disagree0Strongly Disagree0Strongly Disagree0Neutral5Neutral5Strongly Disagree0Strongly Agree10Strongly Disagree047GroupChief ExecutiveInternationalCorporateCorporateInternational Co
2020-224646Neutral574437GroupChief ExecutiveInternationalCorporateCorporateInternational Co
2020-238Neutral5Neutral5Neutral5Neutral5Neutral587Neutral58GroupChief ExecutiveInternationalCorporateMarketsMarkets
2020-243Neutral57Neutral566Neutral5Neutral5Neutral57GroupChief ExecutiveInternationalConsumerHRCorporate Functions
2020-25Strongly Agree10Strongly Agree10Neutral598Strongly Agree10799Strongly Agree10GroupChief ExecutiveInternationalConsumerRiskTechnology

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