A position hierarchy is a visual representation of how positions relate to each other within your organization
In this article, We will see how to export Position hierarchy.
This is application for below product.
- Dynamics AX 2012
- Dynamics 365 F&O
- Dynamics 365 HR
We can export Position hierarchy with three different approach
- Microsoft Visio
- Power BI
- Microsoft Excel(Not included in the demo)
1. Microsoft Visio
Lets see how we can export Position hierarchy with Microsoft Visio.
- We need an access to MS Visio
1. Go to Active Position form
Click on Office icon at Right top corner. Export Positions to excel and download.
- Open MS Visio, Click on New and search for Organization chart template.
Click on create
Select option heighted in above screen and click on Next
Select Excel file and Click on Next
Select Name and Report to dropdown.
Select Display fields
Select Shape Data fields
Select the appropriate option. Here I don’t have pictures so I have selected Don’t include picture option.
Click Next to continue
Click Finish to Wizard.
Based on your data, It will take some time to load data in to Visio.
2. Power BI
To export Position hierarchy to Power BI, We need below entities
Here we need to add relationship between above entities
We need data like this.
|Position Id||Position description||Departments||Title||Worker name||Report to Position Id||Report to Position worker||Report to Position worker name|
To create hierarchy, We need to create calculated columns as below.
Path = PATH(PositionHierarchy[Name],PositionHierarchy[Report to Position worker name])
Hierarchy Depth = PATHLENGTH(PositionHierarchy[Path])
Level 1 = PATHITEM(PositionHierarchy[Path],1)
Level 2 = PATHITEM(PositionHierarchy[Path],2)
Level 3 = PATHITEM(PositionHierarchy[Path],3)
Reference link : https://simplebiinsights.com/parent-child-hierarchies-in-dax/
After creating above calculated columns, Download the hierarchy slicer from Visualizations.
Drag and Drop Level 2 and Level 3 to Level 1. It will create a hierarchy.
Select this hierarchy in Fields of Hierarchy Slicer visual.
Save the report and You will see below structure.
I hope you like this article. If you have any questions then please let me know.