Client/Owner/Beneficiary Hierarchy VBA - HELP!!!

Niper1

New Member
Joined
Jan 21, 2012
Messages
8
So guys, I have a problem...tried using several org chart style fixes...but essentially I have multiple links to the same manager (using the org chart terminology)...

So essentially I have the following data

Owner, Account, Beneficiaries

Mr Smith has account 1 (his own account)
Mr Smith is a beneficiary of account 2 (a joint account for Mr & Mrs Smith)
Mrs Smith has account 3 (her own account)
Mrs Smith is a beneficiary of account 2 (a joint account for Mr & Mrs Smith)
Baby Smith1 is a beneficiary of both parents (Mr Smith, Mrs Smith)
Baby Smith2 is a beneficiary of both parents (Mr Smith, Mrs Smith)

Account1 Account2 Account3
| /\ |
| / \ |
| / \ |
Mr Smith Mrs Smith
| \ /
| \ /
| / \
Baby Smith1 Baby Smith2

I can build the data however is required...I just can't get the right code to work...as there are potentially multiple reporting lines...

Anyone seen anything like this? or can help??? I tried org charts with essentially Mr Smith reporting to Account1 and Account2, then Mrs Smith reporting to Account2 and Account3...and Baby Smith1 reporting to Mr Smith and Mrs Smith, and finally Baby Smith2 reporting to Mr Smith and Mrs Smith...but it didn't like multiple reporting lines...

Sorry if this is not clear...

Cheers
Niper
 

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