Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer

villegasi03 — Thu, 16 Oct 2014 02:14:25 GMT

I did a bit of searching in existing posts on the topic of using 'Hierarchy' and 'HierarchyBelongsTo' but I couldn't seem to find anything that talking about what the source data needs to look like to use them in scripts.

I have some detailed sales data that contains a complete 5 level hierarchy for each row of sales. Below is an example of the data structure.

REGIONAL_MGR_ID	TERRITORY_MGR_ID	DISTINCT_MGR_ID	AREA_MGR_ID	SALES_REP_ID	SALES_AMT
R100	T123	D453	A876	R001	$ 115.00
R100	T123	D454	A877	R002	$ 200.00
R100	T123	D455	A875	R003	$ 324.00
R100	T124	D455	A878	R004	$ 86.00
R100	T124	D455	A132	R005	$ 121.00

The dashboard that I am working on will be used by the first three levels (regional, territory and district managers) of the hierarchy so I am trying to ensure that when, for example, a territory manager opens the dashboard that all of his or hers district, area and rep sales are shown.

Does anyone know how I can use 'Hierarchy' and 'HierarchyBelongsTo' to achieve a relationship based on the hierarchy level of the user? Any assistance with this would be very much appreciated.

Thank you,

Re: Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer

ecolomer — Thu, 16 Oct 2014 04:00:55 GMT

Hi,

Here you have an example for use HIERARCHY

Re: Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer

villegasi03 — Thu, 16 Oct 2014 13:54:19 GMT

This is great thank you so much.

Re: Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer

villegasi03 — Tue, 21 Oct 2014 16:16:46 GMT

Is there any way that you could provide the excel sheets that you used. I am soooooo close and I just need to make sure I am doing this right.

topic Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer in QlikView

Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer

Re: Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer

Re: Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer

Re: Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer