Forum Discussion
shettysunith
4 years agoFrequent Visitor
Org chart without 'parent id', only a field 'manager'
A have org data in excel. A "Manager' column is used to state the hierachy between the employee and his/her manager. There are no parent id or child id fields available. How can i create an org chart...
- 4 years ago
Adescrit I followed steps 1,2 & 3, and then created Index_Parent = LOOKUPVALUE(Table[Index_child], Table[Employee_name], Table[Manager_name] )
After this used a visulaization from market place to create the visuals. This worked !!
Adescrit
Impactful Individual
4 years agoHi shettysunith
In Power Query you could create a Parent id and child id to enable you to use one of the org chart visuals. The steps would be:
- Open Power Query.
- With the Org Data table selected, go to Add Column > Index Column > From 1.
- Rename the index column "Child Id" (you can name it whatever you want but let's go with Child id for simplicity)
- In the Org Data table, right click on the Manager field and select Add as New Query.
- From the Transform menu select "Remove Duplicates" and then Convert "To Table". Rename the table "Managers".
- In the new table (containing manager names) go to Add Column > Index Column > From 1.
- Rename this new index column as "Parent Id"
- Select the Org Data table. Select Merge queries, and merge the Org Data and the Managers table via the manager name. The join kind can be Left Outer.
- Click on the outward facing arrow icon in the top-right of the new column (containing the word "Table" repeatedly)
- Expand only the Parent Id column.
- Close & Apply power query.
- You can now create a relationship between the Managers table and the Org Data table via the "Parent Id" column.
Will this now allow you to create an org chart?
shettysunith
4 years agoFrequent Visitor
Adescrit I followed steps 1,2 & 3, and then created Index_Parent = LOOKUPVALUE(Table[Index_child], Table[Employee_name], Table[Manager_name] )
After this used a visulaization from market place to create the visuals. This worked !!