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villegasi03
Contributor

Is 'Hierarchy' or 'HierarchyBelongsTo' the Answer

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_IDTERRITORY_MGR_IDDISTINCT_MGR_IDAREA_MGR_IDSALES_REP_IDSALES_AMT
R100T123D453A876R001 $      115.00
R100T123D454A877R002 $      200.00
R100T123D455A875R003 $      324.00
R100T124D455A878R004 $        86.00
R100T124D455A132R005 $      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,

1 Solution

Accepted Solutions
ecolomer
Honored Contributor II

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

Hi,

Here you have an example for use HIERARCHY

3 Replies
ecolomer
Honored Contributor II

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

Hi,

Here you have an example for use HIERARCHY

villegasi03
Contributor

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

This is great thank you so much.

villegasi03
Contributor

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

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.

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