ryancaseymcshane
New Member
- Joined
- Sep 16, 2015
- Messages
- 6
I have a series of Columns containing employee names from my company directory. Column A is the Requestor of the respective row's project (several more columns containing project info). Columns B-D contain the next three managers in the org chart.
[TABLE="class: grid, width: 500, align: left"]
<tbody>[TR]
[TD="align: center"]Requestor[/TD]
[TD="align: center"]Manager[/TD]
[TD="align: center"]Manager's Manager[/TD]
[TD="align: center"]Manager x3[/TD]
[/TR]
[TR]
[TD]Mr. Brown[/TD]
[TD]XYZ[/TD]
[TD]XYZ[/TD]
[TD]XYZ[/TD]
[/TR]
[TR]
[TD]XYZ[/TD]
[TD]Mr. Brown[/TD]
[TD]XYZ[/TD]
[TD]XYZ[/TD]
[/TR]
[TR]
[TD]XYZ[/TD]
[TD]XYZ[/TD]
[TD]Mr. Brown[/TD]
[TD]XYZ[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
The data is connected to a dashboard with slicers. I'd like to pull a custom report tied to either the Requestor, a manager (who might oversee multiple Requestors), or a senior leader (Manager's Manager or Manager x3) in order to show departmental trends.
The problem in the table above is that sometimes the Manager or senior leader is the Requestor. When I select Mr. Brown from the Manager Slicer, it does not display the projects in which Mr. Brown is the Requestor or the senior leader. I was hoping to be able to use the shift key to select Mr. Brown in Slicers where his name might appear, but that displays 0 results because it's combining criteria as an AND rather than an OR.
How might I achieve the results of what I've described above?
[TABLE="class: grid, width: 500, align: left"]
<tbody>[TR]
[TD="align: center"]Requestor[/TD]
[TD="align: center"]Manager[/TD]
[TD="align: center"]Manager's Manager[/TD]
[TD="align: center"]Manager x3[/TD]
[/TR]
[TR]
[TD]Mr. Brown[/TD]
[TD]XYZ[/TD]
[TD]XYZ[/TD]
[TD]XYZ[/TD]
[/TR]
[TR]
[TD]XYZ[/TD]
[TD]Mr. Brown[/TD]
[TD]XYZ[/TD]
[TD]XYZ[/TD]
[/TR]
[TR]
[TD]XYZ[/TD]
[TD]XYZ[/TD]
[TD]Mr. Brown[/TD]
[TD]XYZ[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
The data is connected to a dashboard with slicers. I'd like to pull a custom report tied to either the Requestor, a manager (who might oversee multiple Requestors), or a senior leader (Manager's Manager or Manager x3) in order to show departmental trends.
The problem in the table above is that sometimes the Manager or senior leader is the Requestor. When I select Mr. Brown from the Manager Slicer, it does not display the projects in which Mr. Brown is the Requestor or the senior leader. I was hoping to be able to use the shift key to select Mr. Brown in Slicers where his name might appear, but that displays 0 results because it's combining criteria as an AND rather than an OR.
How might I achieve the results of what I've described above?