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 · Accepted solution]

You can't do that with breakdown relations with the simple parent-child mappings.  You need a table that traverses the hierarchy and lists all the permutations of the hierarchy.  

Something that takes the parent-child relationship (example sys_user):

User	Manager
CEO
Director	CEO
Manager	Director
Support Lvl 1	Manager
Support Lvl 2	Manager

And transform it (via a job or BR on sys_user update) to something like this:

Manager	User	Level
CEO	CEO	0
CEO	CIO	1
CEO	Director	2
CEO	Manager	3
CEO	Support Lvl 1	4
CEO	Support Lvl 2	4
Director	Director	0
Director	Manager	1
Director	Support Lvl 1	2
Director	Support Lvl 2	2
Manager	Manager	0
Manager	Support Lvl 1	1
Manager	Support Lvl 2	1
Support Lvl 1	Support Lvl 1	0
Support Lvl 2	Support Lvl 2	0

Should be able to use this new table to drive your breakdown relations and see "Director" and all of the people who report to him through n levels of management.

[JonWest1021]

Thanks Adam! This points me in the right direction. I'll head back to the drawing board and see if this approach yields some results for us. Much appreciated.

[Szymon Seroka]

@Adam Stout This may be a much simpler problem to solve.

In sys_user i see reports to who.

My team structure varies region to region.

In region A there is a Leader, Managers, Team Leaders and Analysts who have cases assigned

In region B there is a Leader, Managers and Analysts, No TL level

What is the right way (if possible) to build a breakdown which allows drilling up and down the org?

OR - get the pot of gold at the end of the rainbow 🙂 which would be a view where you see (coloured based on target): 

                          Ind1.    Ind2.

Leader 1.          5%.      10%

  Manager 1.    5%.       15%

     TL 1.            3%.       20%

     TL2.             7%.       10%
 Manager 2.    5 %.       5%

I did achieve giving the analyst a view where they see their indicator vs their team and going up the hierarchy, by creating a breakdown which has analysts

only in it, one for TLS, one for Managers, one for Leaders and creating dynamic element filters. So in the widget i choose analyst breakdown with element filter where user is Dynamic = Me. I choose TL breakdown with element filter where a tiny javascript finds my manager and provides their name - this way i see the indicator value aggregated for everyone reporting to my manager etc. The breakdown relationships though can only have one relationship i.e., once you say the manager breakdown links to assigned to.manager.manager that will only work for

the region which has a TL beteeen the manager and the analyst 😕 

help! 🙂

[Adam Stout]

Take a look at the session we ran in the Platform Analytics Academy on this. Platform Analytics Academy - July 28th, 2021 - Unlimited Breakdown Levels in Performance Analytics 

You can also reference the course on this in Now Learning.  Visualize Hierarchical Data in Performance Analytics Dashboards