Displaying Hierarchy of Managers

[chandramouli1]

Hi All,

I have a excel file which has two columns employee ID and the corresonding Manager ID....I want to create these columns employee ID-> Manager 1 ID -> Manager 2 ID -> Manager 3 ID....

Can someone please help with the same.

Thanks,

Arun

[RodL · Accepted solution]

For that kind of process, you basically need an iterative process that you can build in Alteryx as an Iterative Macro.

I've attached a package that contains an example of how that can work and probably gets you close to what you want. You might also want to search the Community on "hierarchy". @jdunkerley79 posted a good example to a different post that also works with the concept of hierarchies here and there are a couple other posts that might be of value.

[chandramouli1]

Hi Rodl,

Really appreciate your response. It works well. I have one more question for you. This file seems to be in alteryx 10.6 but we are going use in a system which has alteryx 10.1 ..and we are not able to open the file in the same system...can you please suggest a solution for the same..

Thanks,

Arun

[RodL]

Glad to hear it works.

So an Alteryx workflow is basically just an XML document. So if you open any .yxmd file in something like Notepad, you will see the XML that works behind the scenes.

The second line will indicate the version. A workaround to go "backwards" is just to change the version from "10.5" to "10.0" and then resave. (I'd make a copy first as always. ) You should then be able to open it in the older version of Alteryx.

A couple of caveats...

• If there are dependent macros in the workflow (as in what I sent you), then you would need to do that within the macro as well.
• Secondly, if the workflow happens to use functionality that was not available in the older version (say a new tool, or function), then it won't work at all.