The method described gives clear, clean visualisation of dual reporting functionality by leveraging standard OrgVue functionality.
In summary, these are the steps to be taken:
- Define the primary and secondary manager IDs
- Put the manager names and ids in lookup tables
- Define new properties Primary manager name and Secondary manager name with lookups
- Build a pivot using the primary and secondary manager names as axes: filter the table so only roles with dual reports show i.e. secondary manager id is not blank
The following is a worked example.
Step one: define the primary and secondary manager IDs
The following table is the basis of the worked example:
| Employee ID | Line Manager ID | Role | Name | Region | Department | Regional Rpt ID |
| 1 | Managing Director | Barbara Gray | HQ | Executive | ||
| 2 | 1 | Regional Director | Spencer Sinclair | North | Executive | 5 |
| 3 | 1 | Regional Director | Joseph McCool | South | Executive | 10 |
| 5 | 2 | Sales Manager | Thomas Lee | North | Sales | 1 |
| 6 | 2 | Engineering Manager | Logan Price | North | Engineering | 5 |
| 7 | 2 | Distribution Manager | Frances Bush | North | Distribution | 5 |
| 8 | 3 | Engineering Manager | Sienna Miah | South | Engineering | 10 |
| 9 | 3 | Distribution Manager | Elise Morris | South | Distribution | 10 |
| 10 | 3 | Sales Manager | Omar Webb | South | Sales | 1 |
| 11 | 1 | Head of Sales | Lora Williams | HQ | Sales | 1 |
| 12 | 1 | Head of Engineering | Steven Bias | HQ | Engineering | 11 |
| 13 | 1 | Head of Distribution | Sebastian Coates | HQ | Distribution | 11 |
where Line Manager ID is the primary manager ID, and regional reporting ID the secondary
Import this data into the dataset - when pasting, ensure you chose option Tree (by IDs) which will look like this:
If you change to Tree View and switch Parent By between the two IDs, it should be possible to visualise the different hierarchies:
Step two: put the manager names and ids in lookup tables
The sample tables are Primary Manager and Regional Manager respectively
| Line Manager ID | Name |
| 1 | Barbara Gray |
| 2 | Spencer Sinclair |
| 3 |
Joseph McCool |
| Regional Rpt ID | Name |
| 1 | Barbara Gray |
| 5 | Thomas Lee |
| 10 | Omar Webb |
| 11 |
Lora Williams |
Create two datasets in the Lookup tab.
When copying in the data, ensure you chose option Flat Data. These are what the table contents should look like:
Step three: define new properties primary manager name and secondary manager name with lookups
- In the main dataset, you will need to ensure that Line Manager ID is a text property (from the property dialog).
- In the property dialog for Line Manager ID in the main dataset, click on the eye until it says dataset, then select from the drop down list the correct lookup dataset.
- This will bring in all properties from the lookup. You can then select PrimaryManager in the property selector on the right under the guise of Line Manager ID:Name
- Use the same method for Regional Rpt ID ... Regional Manager ... name property
Step four: build a pivot using the primary and secondary manager names as axes: filter the table so only roles with dual reports show i.e. secondary manager id is not blank
- navigate to the Pivot Table view, configure the filter and apply
- configure the table so it shows the dual reporting lines on the two axes
- this is what the final table will look like:
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