Property based filter

Contributor

Property based filter

Hi Experts,

 

In Employee list we maintained one property called Reporting Person.

In Reporting person property we maintain reporting employee names for eg: manager reporting to owner , Supervisor reporting to manager,Staff reporting to Supervisor.

11111.PNG

 

In Selection When i select Owner position then Show all owner combination data in one report Its working correctly.

In second report we need to display all descendent members of Particular Owner. (i.e managers,supervisors,staff under Particular owner)

2222.PNG

 

 

in the above screenshot Sravan is owner under his have some managers,supervisors and Staff employees.All descendent employees display in second report.

 

 

 

 

13 REPLIES 13
Highlighted
Master Anaplanner/Community Boss

Re: Property based filter

Hi Uma,

 

Photo1.png

You already have 1st filter,

 

Add 2nd Filter, Use the logic shown above.

 

Apply the 2nd filter in your 2nd Table.

 

~Vignesh

Highlighted
Master Anaplanner/Community Boss

Re: Property based filter

That will only work if the orginal filter resolves to a single employee

If the filter reslovers to 1+ Owners, the filter will show multiple chains of authority

the solution might require some parallel lists

I will have a think!

David

Highlighted
Master Anaplanner/Community Boss

Re: Property based filter

 

Hi David,

 

It will work even we have 1+Owners. 
Photo1.pngPhoto1.pngPhoto1.png

Highlighted
Master Anaplanner/Community Boss

Re: Property based filter

Agreed, but you won't be able to sync the lower grid when you select an owner from the top grid, which I understood to be the requirement

Highlighted
Master Anaplanner/Community Boss

Re: Property based filter

Yes David , you are right, the 2nd grid won't sync if we select particular employee.

Highlighted
Contributor

Re: Property based filter

Hi Uma,

 

As a best practise replicate same List into Module.

 

Create Single cell Employee list formatted line item and one Boolean line item.

 Write a logic shown Below.

Capture11.JPG

Now Apply a filter based on Boolean as shown below.

Capture22.JPG

Now Publish both Single selection line item and filtered saved view.

Capture33.JPG

Thanks

Pooja

Highlighted
Master Anaplanner/Community Boss

Re: Property based filter

@UMAMAHESH 

Ok, this works

Expanding on my solution from above I added the Reporting to? line item to the Employee Details module (formatted as the Employees list)

1. Add two line items to the Employee Filter module, both formatted as Boolean2019-03-05_15-53-40.png

2. the formula for Children Filter is Analyse?[LOOKUP: Employee Details.Reporting to?]

3. Publish just the Analyse? column to the dashboard, set the Employee column width to 6

4. Now Publish the Employee Details module again below the top grid and filter the module on the Children Filter from above2019-03-05_16-01-22.png

5. Now when you filter from above, you can filter the second view accordingly2019-03-05_15-54-47.png

Given the Analyse? filter may get hidden if you change the top filter, it would be worth putting some instructions on the dashboard to clear the Analyse? settings before amending the top filter

 

Hope that helps

David

Highlighted
Contributor

Re: Property based filter

Hi david,

 

Thank you for your reply.

 

As per above reply when i select Owner then it displays manager members only. But as per the requirement when i select owner it displays all decendent members i.e managers,supervisors and staff.

555.PNG

 

In the above screenshot sravan(Owner) based on owner selection  we need to display pallavi(Manager),Prasanth(Supervisor),Arun(Staff).But in your solution it shows only manager(Pallavi).

 

Hope you understood.

 

Regards,

Uma

Highlighted
Master Anaplanner/Community Boss

Re: Property based filter

Ok, if I understand correctly, you are wanting the whole chain of reporting to be displayed in the bottom grid not just the direct children

To faciliate this, you can set up line items in the Employee details module to traverse back up the hierarchy

So manager L4, Manager L3, Manager L2 ertc.2019-03-06_10-48-43.png

The line item formulae are:

L2 Mgr = Reporting to?[LOOKUP: Reporting to?]

L1 Mgr = Reporting to?[LOOKUP: 'L2 Mgr']

You then need to amend the Children filter to check against the new "Manager" line items from above2019-03-06_10-48-11.png

This will now reflect the full hierarchy when selecting which top level manager to analyse2019-03-06_10-50-31.png

David

 

Then you should be able to use those to check again the filtered values.