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BeckyWollman
New Member

Organizational Heirarchy - User selects filter from Heirarchy Filter and table displays next level

I have been searching the internet on an off now for a year and half for this solution.  I think that I am just not searching correctly because there has to be a solution.

 

I have a Position heirachy table that has the following fields:

Level 1 leader (top of the Chain everyone reports to them)

Level 2 leader

Level 3 leader

Level 4 leader ... Level 10 leader

 

I have heirarchy filters on my page where the user can filter any from Level 2 to Level 9.  What I would like in visuals is to display the next level down from the lowest level selected in the filter.  For example if filter on Level 3 leader then show Level 4 leader in the visual.

 

For example:

Position heirachy table:

Level 1 LeaderLevel 2 LeaderLevel 3 leaderLevel 4 LeaderLevel 5 Leader

Bob

JillJaneMaxMillie
BobJillJaneMaxJames
BobJillJaneTeddy 
BobJillHarryMegan 
BobJoeSam  
BobJoeElizbeth  

 

So if the user from a heirchy filter on (Level 2  to Level 5 Leader), expands below Jill and selects Jane I would want a table that looks like this:

Level 4 leaderheadcount
Max50
Teddy10

and if they select Joe the table to change and show:

Level 3 Leaderheadcount
Sam300
Elizabeth200
  

 

I am not as concerned with column header as I am with the getting the right leaders listed below.  I have tried measures and field parameters but I can't quite get the values to appear.

 

My latest attempt was a field parameter but the below results only return Level 2 leader for the parameter, but the measure does return the correct value.

Parameter = {
    ("Filtered Level",
        switch( [f_leader tested],
         5, NAMEOF('Position Hierarchy'[Level 6 Name]),
         4, NAMEOF('Position Hierarchy'[Level 5 Name]),
         3, NAMEOF('Position Hierarchy'[Level 4 Name]),
         2, NAMEOF('Position Hierarchy'[Level 3 Name]),
         1, NAMEOF('Position Hierarchy'[Level 2 Name])
         )
            ,0)
}
and 
f_leader tested =
if( ISFILTERED ('Position Hierarchy'[Level 5 Name] ), 5
            , if( ISFILTERED ('Position Hierarchy'[Level 4 Name] ), 4
            , if( ISFILTERED ('Position Hierarchy'[Level 3 Name] ),3
            , if( ISFILTERED ('Position Hierarchy'[Level 2 Name] ), 2,1))))
 
I hope I have provided enough details and someone knows how to do this.
2 REPLIES 2
BeckyWollman
New Member

I am aware of the PATH function but I don't see where that is relevant here as I have the complete heirarchy from top to bottom already created for me.  

 

I don't have the ability to provide any links to data but the table that is used to filter and show in visuals is documented in the request as the 'Position Hierarchy'.  I use that table joined with all types of HR measures.

 

I am looking for a way to display the next level down field from the one that they filtered on.  As shown in the example 1: they filtered on Jane (a level 3 leader) and the visual displays the level 4 leaders under Jane.

lbendlin
Super User
Super User

I assume you are aware of the PATH functions?

 

Please provide sanitized sample data that fully covers your issue.
Please show the expected outcome based on the sample data you provided.

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