Creating a manager roll up in a pivot table

justcotto — Wed, 25 Nov 2020 16:16:04 GMT

Hello,

I have a data set where one table stores courses and the other table stores directors/managers. Managers just have direct reports and Directors have direct and indirect reports. Directors have managers as their direct reports and the managers direct reports are the directors indirect reports. I need to create a pivot table that shows this full rollup for directors down to their managers direct reports.

Director/manager table: (Justin is the director with Liz as a manager)

DIRECTOR MANAGER NAME	REPORTEE ID	REPORTEE NAME	REPORTEE TYPE
Justin	111	Liz	Direct
Justin	222	Jen	Indirect
Liz	222	Jen	Direct

Fact Table:

REPORTEE ID	EMPLOYEE NAME	COURSE	GRADE
111	Liz	101	99
222	Jen	102	99

View I want in pivot table for director

Direct Report	Indirect report	Course	Grade
Liz +	Jen	102	99

Re: Creating a manager roll up in a pivot table

FakeJupiter — Thu, 22 Oct 2020 11:14:09 GMT

Hi,

First of all, it would be helpful to see your script.

Anyways, I'm not sure that I understand the problem here. Just make a pivot table, dimensions Direct Report, Indirect report, Course, and an expression of something like "firstsortedvalue(Grade, [Indirect report], 1)".

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Creating a manager roll up in a pivot table

Re: Creating a manager roll up in a pivot table