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Retrieve only managers with at least one report having a specific legal entity
Hello experts, we would like to create an OTBI report with a list of managers (only managers name and person number). In particular we would like to retrieve only managers having within their team at least one member/report with the Italian Legal Entity.
Do you know if this is feasible? If yes, could you please share us some details on how to achieve this purpose?
Thanks a lot
Best regards
Oriana
Best Answer
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Hi @Oriana L.
I've developed the sample reports. which you can configure (unarchive) to the '/Shared Folders/Custom' location in your non production environment and see the logic.
You have to put a filter on 'EMP and MGR - Filter' to bring only Italian LE.
Modify the 'EMP and MGR - Filter' to filter for Italian LE Only. Just add the value in the highlighted in Yellow.
If you are not keeping the Reports in '/Shared Folders/Custom' then the report filter for the Report 'MGR having 1 direct report for selected LE' needs to be adjusted as highlighted in Yellow and need to select 'EMP and MGR - Filter' Report from the correct location.
Reports:
Hope this help.
Thank you.
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Answers
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Hi Oriana,
There is no direct way of getting this information in OTBI. You can either make use of LSQL if you really want to use OTBI or write a BIP query to get this data.
Thanks.
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Hi @Oriana L.
This might be possible using OTBI but needed multiple reports. Final Report will be calling another report as a filter.
Please find below high level steps which might be helpful to achieve the Report.
- First Report which will be used as Filter: Define an OTBI Analysis which will contain following fields: Person Number, Person Name, Manager Person Number, Manager Name. Now filter this report to active employees and also legal entity = Italian LE and Manger Person Number is NOT NULL.
- Final Report (which will give manager Name & Number): Define another report and here choose the Person Number, Person Name. Apply the filter Person Number = Manager Person Number of the Report1.
Hope this help.
Thank you.
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Hi @Bhaskar Konar thanks a lot for your answer. Can I please ask you what manager field I need to use in order to retrieve only manager's direct employees? In Addition, how can I manage the requirement "managers with at least 1 employee with the Italian Legal Entity"? This is because I don't want to retrieve managers having only direct reports with a legal entity different from the italian one. Thanks in advance for this further support.
Best regards
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Hi @Oriana L.
Here are the steps that you need to follow:
- Report1 will be used as Filter: Define an OTBI Analysis using assignment subject area which will contain following fields: Person Number, Person Name, Manager Person Number, Manager Name. Now filter this report to active employees and also legal entity = Italian LE and Manger Person Number is NOT NULL. The filter "legal entity = Italian LE" will ensure all the employees are from Italian LE.
- Final Report (which will give manager Name & Number): Define another report using the same SA and here choose the Person Number, Person Name. Apply the filter Person Number = Manager Person Number of the Report1.
Hope this clarify.
Thank you.
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Hi @Bhaskar Konar thanks a lot for the reports, they worked as expected. Can I please ask you a clarifications on the types of reports retrieved? Are they only direct reports, am I correct? Thanks again. Best regards
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Thanks a lot. Have a nice day. Best regards. Oriana
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