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10FS100
Partner - Contributor II
Partner - Contributor II

Unbalanced Hierarchy in Qlik Sense

Hi everyone, could you please recommend how I can best represent unbalanced hierarchy in Qlik Sense (both visually and in the data model)? 

I have a data structured like following: 

Untitled Workspace.png

 If to put it into a table view it would be the following it might help to represent that on lower levels there may be many-to-many connections - managers have multiple sales persons and a single sales person can report to more than one manager): 

Parent Child
  Regional Manager
Regional Manager Department 1
Regional Manager Department 2
Regional Manager Department 3
Department 1 Local Manager 1-1
Department 1 Local Manager 1-2
Department 2 Local Manager 2-1
Department 3 Local Manager 3-1
Local Manager 1-1 Sales Person A
Local Manager 1-1 Sales Person B
Local Manager 1-1 Sales Person C
Local Manager 1-2 Sales Person B
Local Manager 1-2 Sales Person C
Local Manager 2-1 Sales Person D
Local Manager 3-1 Sub-Local Manager 3-1-1
Sub-Local Manager 3-1-1 Sales Person E
Sub-Local Manager 3-1-1 Sales Person F

 

My tasks would be

1) to present users with functionality to select managers/sales persons (preferable without explicitly establishing levels of some kind)

2) to provide users with some visual representation of the organizational structure

3) to provide a table view with KPIs (plan fulfillment) 

Any of the tables created in data model for the organizational structure would be connected to the Transactional table via [Employee name] field. And [Employee name] field contains both Sales Persons and Managers (of any level). 

 

So far, I was able to address the second question, and present the structure using Qlik Sense Visualization bundle: Org chart. But maybe you'd recommend alternative ways? The client have Vizlib available as well. 

Regarding the first and last questions, would really appreciate any help. 

Maybe there some extensions you might recommend? 

 

Thanks in advance,

Serhii

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