looping through dataset

kiteandwindsurfer

I feel pretty comfortable with Alteryx (or at least I thought I was) - but in all honesty more comfortable in sql environment, so that is the approach I am taking with this algorithm (see: make hierarchy flowchart.pdf).   I am using Alteryx 10.5, have searched other related questions regarding "looping" on this forum but somehow am failing to grasp some of the concepts - so I guess putting me at starting from scratch.

thanks in advance for anyone who can shed some guidance!

Brian

make hierarchy flowchart.pdf

SeanAdams

Hey @kiteandwindsurfer

I've attached one solution to your problem - it works roughly like this:

- there's an iterative macro to find out the level of each employee

- There's a tile component that tells you your ID under your boss (i.e. everyone who reports to person X is numbered from 1 to n)

so the combination of level ID and employeeIDUnderDirect tells you exactly where to find someone on the tree.

To create all the Level columns - just take the level ID and transpose it

Finally  - stitch these 3 pieces together with a multi-join.

This appears to be working, and you can use this as a basis for any additional capability you need.    If this looks good - would you mind marking as solved, or else just let me know if there's additional pieces that still need work.

Cheers

Sean

BuildHeirarchy.yxmc

Make Heirarchy v02.yxmd