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Filter Manager Count by Assignement type

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Edwin_Martinez
Edwin_Martinez Rank 3 - Community Apprentice

Hi,

I am having trouble getting the correct Manager count, as the Manager Count Fact is counting all my different types of assignments. My company uses four different "Assignment Types," and we do not want to consider someone a manager if they only have Pending, Non-Worker, or Contingent Worker assignments.

The main reason I want to use the same Fact is that I pass the variable to get a detailed report in a dashboard. I am trying to find a way to ensure that I can maintain that link while filtering out the unwanted assignment types.

Please let me know if there is a solution.

Answers

  • Ashish-Oracle
    Ashish-Oracle Rank 7 - Analytics Coach

    @Edwin Martinez Have you tried creating a Custom case when calculation for "we do not want to consider someone a manager if they only have Pending, Non-Worker, or Contingent Worker assignments"?

    Custom Calculation can be called like "Not a Manager" and then you can use this column instead of the direct Manager count column being currently used.

  • Edwin_Martinez
    Edwin_Martinez Rank 3 - Community Apprentice

    @Ashish-Oracle The assignments I want to exclude are not those of the employee considered to be the manager, but rather the assignments of the employees who report directly to the manager.

    That’s the part I’m having trouble with because, after making that calculation, I need to display the managers so the users can click through and view the details of those managers.

  • Hi @Edwin_Martinez you can use this formula

    FILTER("HCM - Workforce Core"."Facts - Workforce Headcount"."Manager Count" USING "HCM - Workforce Core"."Manager Information"."Manager Person Number" IS NOT NULL AND "HCM - Workforce Core"."Assignment Information"."Assignment Type"='Employee')

    Raghu