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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

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Accepted answers

Bhaskar Konar

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:

EMP and MGR - Filter.catalog

MGR having 1 direct report for selected LE.catalog

Hope this help.

Thank you.

All comments

MandeepGupta

https://community.oracle.com/products/oracleanalytics/discussion/26971/retrieve-only-managers-with-at-least-one-report-having-a-specific-legal-entity

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.

Bhaskar Konar

https://community.oracle.com/products/oracleanalytics/discussion/26971/retrieve-only-managers-with-at-least-one-report-having-a-specific-legal-entity

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.

Oriana L.

https://community.oracle.com/products/oracleanalytics/discussion/comment/70635#Comment_70635

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

Bhaskar Konar

https://community.oracle.com/products/oracleanalytics/discussion/comment/70855#Comment_70855

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.

Bhaskar Konar

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.

Reports:

EMP and MGR - Filter.catalog

MGR having 1 direct report for selected LE.catalog

Hope this help.

Thank you.

Oriana L.

https://community.oracle.com/products/oracleanalytics/discussion/comment/70861#Comment_70861

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

Bhaskar Konar

https://community.oracle.com/products/oracleanalytics/discussion/comment/70863#Comment_70863

Hi @Oriana L.

Glad to hear it is working.

Yes, your understanding is correct.

Thank you.

Oriana L.

https://community.oracle.com/products/oracleanalytics/discussion/comment/70864#Comment_70864

Thanks a lot. Have a nice day. Best regards. Oriana