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Contributor III
Contributor III

Creating a manager roll up in a pivot table

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 NAMEREPORTEE IDREPORTEE NAMEREPORTEE TYPE
Justin111LizDirect

Justin

222JenIndirect

Liz

222JenDirect

 

Fact Table:

REPORTEE IDEMPLOYEE NAMECOURSEGRADE
111Liz10199
222Jen10299

 

View I want in pivot table for director

Direct ReportIndirect reportCourseGrade
Liz +Jen10299
1 Reply
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Creator
Creator

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)".