I'm using Tableau Desktop 9.2.7 and I'm struggling to "drill, baby, drill"-- down hierarchies, that is. I've been working to get nice views to employee work hours and coming up empty-handed: I can't seem to reach the specific information I want (hours that have been limited by the selected hierarchy). Instead, I get all employees or the sum of hours by managers. Help! Here's what I'm working with: I have one spreadsheet that includes Employee ID, Employee Name, and the full reporting hierarchy of that employee The reporting hierarchy is in multiple levels: the President appears by himself on Level 1; Vice presidents appear on Level 2 (superseded by the President on Level 1), and so on. I have a second spreadsheet of hours worked (keyed by Employee ID). Here's what I'd like to see: When people log on, they can see their names and the hours they've worked (I'm concatenating the reporting hierarchy and using USERNAME to ensure users only have visibility to themselves or people they manage) IF they have people reporting to them, they can click on the next level of the the hierarchy and see those people and their hours displayed And so on, and so on. That progression would look something like this (the work hours do not match those in sample set). Can anyone offer some words of wisdom?

Michael, Try this calculation instead of just sum of hours: CASE IF ISNULL(ATTR([Level 2])="*") THEN "level1" ELSEIF ISNULL(ATTR([Level 3])="*") THEN "level2" ELSE "level3" END WHEN "level1" THEN SUM( IF [Employee Number] <= [Level 1] THEN [Hours] ELSE 0 END) WHEN "level2" THEN SUM( IF [Employee Number] <= [Level 2] THEN [Hours] ELSE 0 END) ELSE SUM([Hours]) END I used the following two pages, it took me a couple of hours to reason it out. Re: Determine which level of a hierarchy is active (expanded) SUM IF Responses = "Strongly Agree" "Somewhat Agree" "Agree" Cheers!

Hello Joshua Cloud ; I think your solution will work for many people, but after struggling with it for days, I found it wasn't doing the trick for me. My hierarchy had both NULLS and levels where there was but a single value. I also determined that my sample was incorrect: the Hours value was in a data source separate from the hierarchy data. Tableau was very fussy about this last one, and no matter what I tried I couldn't get the values to aggregate properly. I think I found a fix, however: After gritting my teeth I abandoned the elegance of the hierarchy I'd wanted and went with a Parameter for Depth of View . Each ID has an associated Depth. During testing I appended this to the end of Empid but I could let it stand by itself I imagine: STR([Employee Number])+ IF ISNULL([Level 2]) THEN "-1" ELSEIF ISNULL ([Level 3]) THEN "-2" ELSE"-3" END I filtered on this: int(right([Depth],1)) <= [Depth of View] ...and dropped in my four levels (no longer in a hierarchy) PROS: It works like I want it to-- showing only the hours by displayed employee CONS: I lose the flexibility I wanted by leveraging hierarchies: using the +/- buttons seems natural Similarly, the parameter for Depth of View seems less intuitive. I'm losing a lot of real estate displaying potentially empty levels. If the viewer only wants to see Level 1, spaces still exist for Level 2 and Level 3. Can I hide these dynamically? I thought about creating a dynamic field that strings together names, however I lose partition formatting I love so much. Thank you for any and all help!

19 mag 2016, 19:41

Drill, Baby, Drill-- Down Hierarchies

I'm using Tableau Desktop 9.2.7 and I'm struggling to "drill, baby, drill"-- down hierarchies, that is.

I've been working to get nice views to employee work hours and coming up empty-handed: I can't seem to reach the specific information I want (hours that have been limited by the selected hierarchy). Instead, I get all employees or the sum of hours by managers. Help!

Here's what I'm working with:

I have one spreadsheet that includes Employee ID, Employee Name, and the full reporting hierarchy of that employee
The reporting hierarchy is in multiple levels: the President appears by himself on Level 1; Vice presidents appear on Level 2 (superseded by the President on Level 1), and so on.
I have a second spreadsheet of hours worked (keyed by Employee ID).

Here's what I'd like to see:

When people log on, they can see their names and the hours they've worked (I'm concatenating the reporting hierarchy and using USERNAME to ensure users only have visibility to themselves or people they manage)
IF they have people reporting to them, they can click on the next level of the the hierarchy and see those people and their hours displayed
And so on, and so on.

That progression would look something like this (the work hours do not match those in sample set).

Drill, Baby, Drill-- Down Hierarchies

Can anyone offer some words of wisdom?

Work Hours Test.twbx

8 risposte

Tableau Community Forums Member (Inactive) (Salesforce)
20 mag 2016, 21:10
Michael,

Try this calculation instead of just sum of hours:

CASE
    IF    ISNULL(ATTR([Level 2])="*") THEN "level1"
        ELSEIF ISNULL(ATTR([Level 3])="*") THEN "level2"
        ELSE "level3"
    END
WHEN "level1"
    THEN SUM(
        IF [Employee Number] <= [Level 1]
            THEN [Hours]
            ELSE 0
        END)
WHEN "level2"
    THEN SUM(
        IF [Employee Number] <= [Level 2]
            THEN [Hours]
            ELSE 0
        END)
ELSE SUM([Hours])
END

I used the following two pages, it took me a couple of hours to reason it out.

Re: Determine which level of a hierarchy is active (expanded)

SUM IF Responses = "Strongly Agree" "Somewhat Agree" "Agree"

Cheers!

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