Index Match through DAX or Power Query

[Honne2021]

Hi, 

I have tried doing this in excel but I need to use an array formula which eats up so much of my memory and my laptop eventually cant manage it. 😞 I hope anyone can assist me on this. 

1st file I have is like this:

Employee Name:	Organizational Hierarchy:
(Employee ID  10020): Jeon Jungkook	(Employee ID 10001): Kim Namjoon (Employee ID 10002): Kim Seokjin (Employee ID 10010): Min Yoongi (Employee ID  10020): Jeon Jungkook

My look up file looks like this:

Manager	Team Name
Kim Namjoon	Team A
Kim Seokjin	Team B
Min Yoongi	Team B.1

The result I should get is:

Employee Name:	Organizational Hierarchy:	Result is Main Team	Result is Sub Team
(Employee ID  10020): Jeon Jungkook	(Employee ID 10001): Kim Namjoon (Employee ID 10002): Kim Seokjin (Employee ID 10010): Min Yoongi (Employee ID  10020): Jeon Jungkook	Team B	Team B.1

It's difficult because the entire org chart is in 1 cell and I just need to get 1st is their Main Team (in this example is Team B) and their sub group (in this example is Team B.1). The look up list is very long but that is basically the gist of it. 

A powerquery solution or dax formula would be very helpful. Thank you!

[Anonymous · Accepted solution]

Hi @Honne2021 ,

Add a Level column first:

Level = IF(CONTAINSSTRING([Team Name],"."),2,1)

Then try:

Result is Main Team = 
 var _table= FILTER(ADDCOLUMNS(CROSSJOIN('Table1','Table2'),"a",CONTAINSSTRING([Organizational Hierarchy:],[Manager])),[a]=TRUE())
 return MAXX(FILTER(_table,[Organizational Hierarchy:]=EARLIER('Table1'[Organizational Hierarchy:]) && [Level]=1 && [Team Name]<>"Team A"),[Team Name])

Result is Sub Team = 
 var _table= FILTER(ADDCOLUMNS(CROSSJOIN('Table1','Table2'),"a",CONTAINSSTRING([Organizational Hierarchy:],[Manager])),[a]=TRUE())
 return MAXX(FILTER(_table,[Organizational Hierarchy:]=EARLIER('Table1'[Organizational Hierarchy:]) && [Level]=2 && [Team Name]<>"Team A"),[Team Name])

Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Honne2021]

Thank you for looking into this! 

[AlexisOlson]

I'd strongly recommend splitting the hierarchy into multiple rows before trying to work with it further.

Why is the result Team B rather than Team A? You only want to consider the two levels above?

[Honne2021]

Thank you for looking into this. The result is Team B because Team A is assumed to be the leadership team's group, the c-level employees like the CFO, CEO and the likes..I only need to get the employee's main team and their sub team. I did not break up the org hierarchy and just used the Lookupvalue formula in dax but it did not work.