1 Reply Latest reply on Apr 30, 2018 9:18 AM by patrick.byrne.0

    Hierarchy Data Filter / Drill Down Question

    Mark Connelley

      From my research I do not believe that Tableau can do a loop or recursive function.  Which is why I am posting on this thread.  Perhaps someone out there has solved a similar problem that I am experiencing.

       

      Example Dataset lets call it goal_table

       

      EMPLOYEE

      MANGER

      GOAL DATA

      Todd

       

      Stuff in here

      James

      Todd

      More stuff here

      Phil

      Todd

      More stuff

      Jamie

      Phil

      Data

      Bob

      James

      Data Data

      Jeff

      Jamie

      Lots of Goals

      Alysann

      Bob

      Goals for days

      Jim

      Jeff

      Yep even more data

       

      The Ask:

      • Allow every user to only see their data inside the database
        • This will be its own worksheet and I am fairly confident I can easily solve for this with a filter on the data stating that the following filter
          • USERNAME() = username in goals database
      • If the user logged in is a manager then they can see the goals for any employee that is underneath them no matter how far down
      • Users that are both managers (James & Phil) cannot see each others directs information

       

      Does this make sense and has anyone had a similar situation that they could share the solution?