Oracle Communities

Oracle Analytics and AI

Child Item

How to get data for Manager's indirect reports.

I have data set with employee and manager and related data.

I can easily build table and vizualizations for Direct reports of Manager.

I want see related data of direct and indirect reports.
Is there any way see data of my indirect reports as well.?Any workaround will do.

Find more posts tagged with

Accepted answers

Steve F-2

… only I can control "Direct reports". But I want to get the data of indirect reports/subordinate reports as well.

Without seeing your data and how it is joined, and the ownership of the data, it is difficult for me to guide you further.

Generally speaking, if your data is joined/blended, parent-child relationships, etc, and you have access, then you should be able to query direct and indirect reports.

We do have two different custom organization chart extension plugins in the Oracle Analytics public library if that interests you.

https://www.oracle.com/business-analytics/data-visualization/extensions/

Example

https://www.youtube.com/watch?v=vXuM3viOL4g

Perhaps someone else has suggestions for you based on the limited information provided.

Lalitha Venkataraman-Oracle

Two options you can try:

Download Value Hierarchy converter from https://www.oracle.com/business-analytics/data-visualization/extensions/ . Use this plugin in a workbook, add the necessary fields and you should see the flattened data on the canvas which you can download (as shown in the video shared in this thread)
Upload the attached script in your OA Desktop instance. Create a dataflow, use this script and get a flattened output (again as shown in the video).

py.ParentCild[1].xml

All comments

Steve F-2

Hello @Rajakumar Burra<

Thank you for posting to the Community. The information you have posted is very limited.

Please provide some additional information, so that you can be directed appropriately.

Are you using a specific data platform, such Fusion Intelligence Data (formerly Fusion Application Warehouse - FAW), OTBI, Fusion HCM, etc.?

Is your data from some other custom source? If yes, are your querying from joined tables/views, uploaded data sets?
Are you using OAC, OAS, other?

Rajakumar Burra

@SteveF-Oracle Thanks for quick reply.

I am using OAC.

Employee and Manager data fetched from LDAP and imported to OAC.

I have datasets from various sources like SAs, Datawarehouse, CSV imported datsets. These data sets have same employee column in different header names like Asigned Users, Sales Reps , Developers etc.

For example If Sales VP logged in to OAC, he should able to see only his direct & indirect reports data and not others data.

Steve F-2

Thanks for the clarification.

So, it sounds like your data is modeled or joined correctly, and the information you are seeking is how to secure the data.

There are multiple methods to accomplish this depending upon your data and whether you are using an Enterprise Semantic Model (RPD, Semantic Modeler) or self-service datasets.

For a starter, I will point you to information about role based filters.

Use Role-Based Filters - includes some exmaples.

Additional examples, in the Analytics YouTube Channel.

https://www.youtube.com/watch?v=0WLtYK9RZNI

If you are working with data in a Semantic Model, then you can review the following

Work With Row-Level Security

I hope that basic starter information points you in the right direction.

Other comments, welcomed.

Rajakumar Burra

@SteveF-Oracle Already I have gone through Use Role-Based Filters .

It serves purpose. With table using employee and manager, only I can control "Direct reports". But I want to get the data of indirect reports/subordinate reports as well.

Is there a way to get the all indirect reports through expression filter?

Is there a way without semantic modeling?

Steve F-2

… only I can control "Direct reports". But I want to get the data of indirect reports/subordinate reports as well.

https://www.youtube.com/watch?v=vXuM3viOL4g

Perhaps someone else has suggestions for you based on the limited information provided.

Rajakumar Burra

@SteveF-Oracle Thank you very much.

Actually I am looking for same as

https://www.youtube.com/watch?v=lZUWEbRJapY

from where we will get py.parentchild script which is mentioned in above video.

If I get script , it will solve my requirements.

Gianni Ceresa

First, you can't upload a python script in OAC, the only option would be to deploy your code in a different cloud service (can't remember the name now, functions or whatever it is named) and call it from a data flow.

What you look for would be "easy" with a parent-child hierarchy, but you are working with datasets only, therefore you don't have that.

If you have a known number of levels in your hierarchy, you can make it with self-joins in a dataflow. If you have a database around you maybe better just write that dataset to the database (a dataflow can do the job) and then use a piece of SQL with a hierarchical query or a recursive WITH query to resolve your hierarchy and have all employees reporting to a manager directly and indirectly.

Philippe Lions-Oracle

@Lalitha Venkataraman-Oracle , do you have access to the script used in the video ?

Rajakumar Burra

As per support team , Scripts are not allowed in Cloud instance. Only applicable for On-prem.

Gianni Ceresa

As said earlier already, you can run a python script in OAC if you want. It just is done differently than loading and executing the script directly.

https://blogs.oracle.com/analytics/post/how-to-leverage-custom-scripts-in-your-oac-data-flow

But you can also do the work directly in a dataflow if the hierarchy you need to "resolve" has a known maximum depth, or you can push the job back to a database using a piece of SQL to handle unknown maximum depth.

All the options will work, you just have to pick one…