Struggling with Hierarchical Breakdown Relations

[JonWest1021]

Hi,

I have a breakdown relation set up creating a parent child relationship between an Assignment Group Manager and that user's manager. As a result, I can select any user and see the count of open tasks as sum of every assignment group manager reporting to them (i.e. [Leader] Task Count = 8 because Reporting [Assn Grp Mgr 1] = 4 + [Assn Grp Mgr 2] = 4 )

PROBLEM 1 - Where the selected user, let's use the term [Leader], is also an Assignment Group Manager, those task counts are not included. Continuing the example above, [Leader] Task Count should be 12 because Reporting [Assn Grp Mgr 1] = 4 + [Assn Grp Mgr 2] = 4 + [Leader as Assn Grp Mgr 3] = 4. How can I tack on a sibling like relationship to ensure the parent scores are also rolled into the breakdown?  The field's I'm using for my breakdown relationship are [Task.AssignmentGroup.Manager] and [Task.AssignmentGroup.Manager.Manager] with no conditions applied.

PROBLEM 2 - Independent of the breakdown relation defined above, I've defined [Task.AssignmentGroup] as a breakdown. When I select a user, utilizing the breakdown relation defined above, and I navigate to the breakdown tab within any automated indicator, the Assignment Group breakdown now lists every Assignment Group in existence, rather than just those pertaining to the selected user as [Task.AssignmentGroup.Manager.Manager]. I expected to see a list restricted to just the relevant assignment groups. Is there a condition somewhere that I've missed?

Thanks for any expertise you may be able to share!

[Adam Stout]

#1 - Did you go to K18?  There is a session covering this which walks you through how to set this up.  "Performance Analytics 301: Visualizing Hierarchical Data in Performance Analytics".

#2 - It sounds like the breakdown relation isn't set up correctly or you aren't hitting the relation, you are using the normal breakdown matrix.

[JonWest1021]

Thanks Adam! I did walk through the K18 lab material but did not attend that class at the conference. The geographic examples in the lab are excellent because the geography makes it easy to visualize the child parent relations. Where I'm hitting a wall is with the org structure piece. The breakdown relation as set is letting me see the children. But in my example, I'm stuck trying to get it to also show me the parent and children as siblings. With the geography examples, there wouldn't be a case where you say "show me all records for Paris and France in the same set", it only walks through how to get Paris to show up under France. I could have misinterpreted it. I'll dig back into the lab and see if I can make it work.

Thanks again!

[Adam Stout]

The hierarchy would never show Paris and France side by side (in the lab examples).  Are you looking for a breakdown relation for a flat list of everyone that works for manager X (regardless of levels removed)?

[JonWest1021]

Yep that is where I'm trying to get to. I previously got some help trying to apply a breakdown roll-up script but I believe it resulted in a significant resource constraint during collection and our Admin's pushed back. Our Assignment Groups have so many levels there may be Supervisors or Managers or Directors with Assignment Groups so I was seeking to use breakdown relations (if that's the right approach) to allow me to pick one name and see a breakdown of everyone that reports up to them (regardless of position in the hierarchy). I also ideally wanted to see the selected user as well. So if I had three Assignment Group managers in my org at various levels, the ideal state would be a breakdown that shows me, and the three Assignment Group Managers at whatever level in my org. The totals rolling up to my overall score. If that last piece complicates things. I'd be happy just being able to show members of the org at any level and not worry so much about adding in the sibling piece.  Thanks!