3 Replies Latest reply on Dec 28, 2016 8:00 AM by Arun Chandramouli

# Direct Indirect reports -Calculation -Employee Hierarchy

Hi All,

Good Morning!... I am trying to  calculate the number  of Direct and Indirect reports for a Manager in an organization  when an employee can have 5 levels of Managers and sum them to calculate the total number of reports a Manager has...

Please find attached the excel sheet on the input data... Can someone please help me with how I can achieve this in Tableau..

Thanks,

Arun

• ###### 1. Re: Direct Indirect reports -Calculation -Employee Hierarchy

Hi All,

Good Morning!...Please find attached the excel sheet with the revised inputs and the desired output...

Thanks,

Arun

• ###### 2. Re: Direct Indirect reports -Calculation -Employee Hierarchy

Hi Arun,

Can you please tell what formulas you have used to calculate Direct report count and Indirect report count for each Manager ID in the needed resulted you have provided.

Thanks,

Sreekanth.

• ###### 3. Re: Direct Indirect reports -Calculation -Employee Hierarchy

Hi Sreekanth,

Consider the first level ID as the CEO, so the Level 2 managers report to him and they are direct reports, and the level 3 , level 4 ,level 5  managers who report to level 2 managers plus the level 5 manager who has direct reports which is the employee ID column are the list of indirect reports...So Basically here is funda..

Level 1 :  CEO

Level 2: Senior Vice presidents

Level 3: Vice presidents

Level 4: Directors, Senior directors

Level 5: Senior manager ,Manager

Employee ID is the ID'S OF normal employees

It is the idea of direct reports and the indirect reports ( who roll up to a senior level because their direct reports have employees reporting to them)..Its a chain of command...

Please let me know if this helps...

For example the senior vice president in level 2 will have the vice presidents that report to him as direct reports , the directors/senior directors  who report to the vice president and the manager /senior manager who report to the director/senior director , the employees who report to the manager /senior manager as indirect reports ...

It is a hierarchial structure ...

Thanks,

Arun