Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

New Column Creation

I want to create a new column based on the following logic:   this is how my dataset looks: Id -> Emp Name's ID Emp Name -> Employee Name Mgr Name -> The Employees Manager Apart from thes...
Need Help
Show and Tell
  • Nathaniel_C's avatar
    Nathaniel_C
    7 years ago

    Anonymous ,

     

    SelectEmpCombo = IF(EmpLevel[LEVEL]=1,LOOKUPVALUE(EmpLevel[EmpCombo],EmpLevel[Emp Name],EmpLevel[Mgr Name]))
    EmpCombo = CONCATENATE(EmpLevel[ID], CONCATENATE("," ,EmpLevel[Emp Name]))
    FindDelimiter = IF(EmpLevel[SelectEmpCombo]<> "",Find(",",EmpLevel[SelectEmpCombo]))
    ParentID = IF(EmpLevel[SelectEmpCombo]<>"",LEFT(EmpLevel[SelectEmpCombo],EmpLevel[FindDelimiter]-1))

     

    This should do it, although you may want to combine the columns.  I left them separate for ease in debugging. First we combine the two columns  [ID] and [Emp Name] into [EmpCombo] separated by ",". (This gives us a unique identifier for all. )Then we use IF() and LOOKUPVALUE () in [SelectEmpCombo. That gives us the answer, but then we need to separate out the Emp ID.

     

    So, we use IF() and FIND() in [FindDelimiter] to find how many characters the ID is. Finally we use IF() and LEFT() to get the ParentID.

     

    If this solves your issue, please consider marking it Solved.  KUDOS are nice too!:smileyhappy:

    Nathaniel_C 

Nathaniel_C's avatar
Nathaniel_C
Community Champion
7 years ago

Hi Anonymous 

Here is your original data table with a calculated column add [ParentID] The blanks are where we don't have data in the [Emp Name] column for the manager's name.

 

I had to copy the first two columns and create a second table (EMPID) in order to do the following DAX.

 
ParentID = LOOKUPVALUE(EmpID[ID],EmpID[Emp Name],Employee[Mgr Name])
Think this matches the logic you described.
 
Don't understand this (in red)"Basically Parent ID is the manager's ID of the employee, but those ID's whose level =1 (The dataset already has these level numbers, so the DAX just needs this to be mentioned). "
 
If this answers your question, please consider marking this as the solution,

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Nathaniel_C  Hey thank you for your respone.

     

    The level example is as follows: If emp X reports directly to Mangager Y, then X's level for Y is level 1 (Because she directly reports).

     

    Now this Manager Y itself is an employee who has manager Z. So Y's level 1 is person Z but X reports to Y who reports to Z so X is level two for Z. So in my table i have a column called Level that maps this number. But my parent ID is based on direct report only (Level 1). There should be a filter criteria in my DAX that says Level = 1. 

     

    Also all columns are from the same table

     

    (For example:)

    Emp  Manager Level

    X           Y           1

    Y            Z          1

    X            Z           2

     

    The bold column states that Z is a manager for X also but level 2. But i should get only y's id as parent_id not Z's for the employee X.

    • Nathaniel_C's avatar
      Nathaniel_C
      Community Champion
      7 years ago

      Anonymous ,

      Are you trying to create a calculated column to add to your table with dax?

       

      Did my answer display how you would expect the ParentID to display?

       

      I know we have some additional work to do with the new Level data that you described, but want to know if we are on the same page so far.

      Thanks,

      Nathaniel_C 

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Nathaniel_C 

        Hey, so the logic without the level part is correct.. but it throws an error in powerbi for me and i am not able to create that calculated column

        But basically i need the same LOGIC taking into account the factor " WHERE LEVEL = 1

         

        Thanks for your time!