I have a data set that list all staff names and with their unique ID's and who they report to with their immediate Line Managers unique ID
Unique Identifier | Name | Reports To | Line Detail 1 |
ID_Firstname_ Lastname | Firstname_Lastname | ID_Firstname_Lastname | Chief Executive Officer |
I want to be able to use Alteryx to produce a workflow where I can enter a member of staffs name and Alteryx calculate their 2nd Level Line Manager. Unique references for the 2nd Level line managers have an ID less than 25. I think I need to use an Iterative macro but struggling with how to produce this. Can anyone help?
@hubyh - You might try looking at this Weekly Challenge problem, the solution deals with HR hierarchy data like this: Challenge #12: Creating an HR Hierarchy - Alteryx Community
Sample data would really help us help you!
If you are only looking for 2nd level managers and not a full organizational hierarchy, you can do a simple append as shown here. Please accept this as a solution if it answers your question.
@hubyh what does your input look like if it is similar to the added sample above you can use self join to achieve this while your data is in a single row as per designation you will require a iterative macro
add some sample data for more clarity.
My current workflow starts with a Text input tool, in which I am adding the staff member for which I want to find their level 2 Line Manager. So I would type in Fred Flintstone but his entry only returns his immediate line manager, Captain Caveman. I want to ultimately be able to identify who his Level 2 Line manager is. All Level 2 line managers have Unique Identifiers between 1_FirstName_LastName and 25_Firstname Line Manager. As there is obviously a variance in the number of levels of command for each individual staff member, i thought an iterative macro may work. But struggling to make it work. I have attached a sample data set below. Any help would be appreciated.