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,
