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Jharts17's avatar
Jharts17
Regular Visitor
6 years ago
Solved

Using hierarchy to enhance another data set

Hi all,

Looking for some assistance.

 

I have 3 data sets.

Table 1 - contains the unique employee id's and their parent nodes / hierarchy paths

Table 1  
EmployeeKeyParentEmployeeKeyPath
112 112
14112112|14
314112|14|3
133112|14|3|13
1623112|14|3|162
117162112|14|3|162|117
221162112|14|3|162|221
8113112|14|3|13|81
1081112|14|3|13|81|10

 

Table 2 - shows at what level a manger is and where all the directs should roll up to. This can and is very dynamic as to where it can fall in the hierarchy. 

 

Table 2 -Manager ID
81
162

 

Table 3 - is a third data set that comes in with data including employee id. Employee ID can be at any level.

Table 3 - Data 
221
81
10

 

The goal is to add a column to table 3 that shows the manager id based on the data in tables 1 and 2.

Essentially, for employee 221 we'd see 162, for 81, we would see 81, and for 10, we'd see 81.

 

Table 3 - Enhanced with Manager ID level mapped at
221162
8181
1081

 

Any help would be greatly appreciated. Thanks for your time!

  • az38's avatar
    az38
    6 years ago

    hi Jharts17 

    try this column

    Column = calculate(min('Table 2'[Manager ID]);
    filter('Table 2';
    OR(
        SEARCH(CONCATENATE("|";CONCATENATE('Table 2'[Manager ID];"|"));RELATED('Table'[Path]);1;-1)>0;
        OR(
            SEARCH(CONCATENATE("|";'Table 2'[Manager ID]);RELATED('Table'[Path]);1;-1)>0;
            SEARCH(CONCATENATE('Table 2'[Manager ID];"|");RELATED('Table'[Path]);1;-1)>0)
    )))

    it finds parental in any way - if its in the start of Path, in the middle or in the finish.

    and dont forget to create relationships

    do not hesitate to give a kudo to useful posts and mark solutions as solution

6 Replies

  • az38's avatar
    az38
    Community Champion

    Hi Jharts17 

    first, create relationships 'Table 3'[Data] - 'Table 1'[EmployeeKey]

    then create calculated column in the table3:

    Manager = if(LOOKUPVALUE('Table 2'[Manager ID];'Table 2'[Manager ID];'Table 3'[Data])='Table 3'[Data];'Table 3'[Data];related('Table 1'[ParentEmployeeKey]))

    do not hesitate to give a kudo to useful posts and mark solutions as solution

     

    • Jharts17's avatar
      Jharts17
      Regular Visitor

      Thanks for taking the time to respond AZ! I didn't give the greatest of examples and that's my apologies. But the first part of the lookup function is correct, it's the second part where I get stuck. The related part is incorrect because the parent node of any given employee isn't necessarily going to be the manager id defined in table 2. The manager id defined in table 2 is also not going to be at the same leaf level in the hierarchy chain.

       

      So in my example, it might be better if we change 81 to 13 for table 2 (ignore the fact that it is at the same leaf as 162)

      Table 2 - 

       

      Table 2 -Manager ID
      13
      162

       

      Table 3 -

      Table 3 - Data 
      221
      81
      10

       

      I am looking for what would return 13 and 162. The tough one being for data point 10, which has a parent of 81, but according to the mapping in table 2, needs to return 13

       

      Table 3 - Enhanced with Manager ID level mapped at 
      221162
      8113
      1013
        
      • az38's avatar
        az38
        Community Champion

        hi Jharts17 

        try this column

        Column = calculate(min('Table 2'[Manager ID]);
        filter('Table 2';
        OR(
            SEARCH(CONCATENATE("|";CONCATENATE('Table 2'[Manager ID];"|"));RELATED('Table'[Path]);1;-1)>0;
            OR(
                SEARCH(CONCATENATE("|";'Table 2'[Manager ID]);RELATED('Table'[Path]);1;-1)>0;
                SEARCH(CONCATENATE('Table 2'[Manager ID];"|");RELATED('Table'[Path]);1;-1)>0)
        )))

        it finds parental in any way - if its in the start of Path, in the middle or in the finish.

        and dont forget to create relationships

        do not hesitate to give a kudo to useful posts and mark solutions as solution