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Wooticus
New Member

Seamless Hierarchy Change

Good day all,

 

This is a somewhat tricky question to articulate properly, but I will try my best. My company uses MS Excel data is that automatically generated from a server that I have no control over. In this scenario, the "Father" is the CEO and is passing that on to the "Son" who is currently the Manager. The Manager will then become the "Grandson."

 

For PowerBI visual purposes, I want to create new columns that combine all the data loaded under "CEO" under a new name and combines all the data of the "Manager" under a new name. Essentially the hierachy is moving but the data needs to keep displaying the same for historical purposes. Here is the example of how it would look in Excel, now how would I make it seamless in PowerBI when programming the "What We Will See" columns?

Wooticus_0-1677836280124.png

 

Thank you for however you can help!

 

1 REPLY 1
amitchandak
Super User
Super User

@Wooticus , refer if this method can help

https://radacad.com/parsing-organizational-hierarchy-or-chart-of-accounts-in-power-bi-with-parent-ch...

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