Hierarchy Generation Macro

[#1]

This macro will generate a hierarchy table that displays all the parents of a given child field, based on an input that provides a list of child-parent relationships. Configure the macro by selecting which field in your incoming data you would like to use as the "Child" field, and which you would like to use as the "Parent". Macro will iterate through all child-parent roll-ups and output a table showing the hierarchy for each child field (first parent in field [1], the parent's parent in field [2], etc.)

NOTE: This macro will only work for unique child-parent combinations, i.e. a parent can have many children, but a child can only have one parent.

For a blog article describing the macro in detail, please refer to this (slightly ridiculous but very informative) article: Building a Hierarchy with Kevin Bacon 

[Ar13f]

Dear @NicoleJohnson 

ask permission to bookmark this article ...

[Qiu]

@NicoleJohnson 
Maybe I missed it, but can we have a direct link?
There is a download button😁, So sorry.

[NicoleJohnson]

@Ar13f  You should be able to bookmark by clicking on the link shown below:

And @Qiu glad you found it 🙂 Cheers!

NJ

[Qiu]

@NicoleJohnson 
Bookmark done. Thanks

[Ar13f]

Dear @NicoleJohnson 

Bookmark done. Thanks

[ejhaley]

Hi All and @NicoleJohnson,

I love this macro and have been using it for some time.  I was trying to run this macro with a dataset from a new source (different than the source I've used previously).  It runs perfectly when used with data from the old source, but when used with data from the new source it will spin for a while and then return nothing in the output (no errors or anything, just no records returned, and yes I have checked that hierarchies do actually exist in the new source :P)

I've attached screenshots below, unfortunately I can't attach my workflow example here (I suppose my account isn't a high enough level to post files).

Screenshot (1) - Shows input of 'Example 1' Container [new source].

- Checked data types and set to V_String

- Removed duplicates on Children (Emp ID)

- Removed data quality issues (i.e. non-CEO nulls) in Parent (Supv ID)

Screenshot (2) - Shows input of 'Example 2' Container [old source].

- Checked data types and set to V_String

- Removed duplicates on Children (Emp ID)

Screenshot (3) - Shows output of 'Example 1' Container [new source]

- No records were outputted

Screenshot (4) - Shows output of 'Example 2' Container [old source]

- Expected output

Any help would be greatly appreciated! :)

(1)

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(2)

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(3)

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(4)

 

[alasweileh]

Can someone let me know how can I select the child and parent field for my data? it is grayed out for me... or I am doing something wrong?