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a formula question + 1 (for hockey fans!)

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J Weis-Oracle
J Weis-Oracle Rank 3 - Community Apprentice
edited Aug 13, 2024 7:06PM in Oracle Analytics Cloud and Server

hi experts.  i hope i am posting in right place.  I have a formula question

I have several columns that begin with "SRH" followed by a number.. 8,9,10,11,12,14 ... I also have a column called Lead Owner

These represent names in Sales Resource Hierarchy, usually one of which is the owner of a LEAD or OPPORTUNITY.  For example, Gordie Howe may be at SRH12, and his manager, Jack Adams would appear as SHR 13.

I would like to write a simple formula by which I can identify Lead Owner and determine Lead Owner Manager. 

Something like IF LEAD OWNER=Gordie THEN determine SRHx THEN calculate SRH+ (Jack Adams)

Is it more appropriate to to this at ETL or BI Layer ... does it matter???

Answers

  • Thomas Dodds
    Thomas Dodds Rank 8 - Analytics Strategist

    It matters if performance matters and performance always matters ... do it in a flattened hierarchy structure via ETL; simpler to model in the RPD; easy DB retrieval.