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lookup function for reporting structure

  1. #1
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    lookup function for reporting structure

    first - let me say you folks who help here are AMAZING!!!! and I would not make it without your assistance!!!! I am a newbie when it comes to excel, so this may not even be possible.

    I have a sample tab - what I am looking for is a formula that will help me locate anyone who reports to and under someone's ID

    sample - EEID 42 has 10 direct reports but under EEID 231 has 1 direct report and same with EEID 395. If I add my top employee worksheet I would like to find any employees who report under them.

    I hope my request is making sense - please let me know if this is possible or if I'm searching for unicorns?

    thank you in advance!!!
    Attached Files Attached Files
    Last edited by ettenna; 03-06-2021 at 03:09 PM.

  2. #2
    Forum Guru MarvinP's Avatar
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    Re: lookup function for reporting structure

    Hi ettenna,

    I did a Pivot Table using your second sheet. Does my answer give you what you need? See the attached.
    Supervisor Report.xlsx
    It looks like you want a new sheet for each employee?? What do you want the answer to look like?
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

  3. #3
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    Re: lookup function for reporting structure

    thank you Marvin, it does not - I did try that first but once I add names and titles to the sheet it throws them all of.

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    Re: lookup function for reporting structure

    I will make a new tab for each upper manager - I'm looking to add for columns with employee information which is why the pivot table won't work.

  5. #5
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    Re: lookup function for reporting structure

    Pl show the expected result.
    Pl note
    Array formula should be confirmed with Ctrl+Shift+Enter keys together.
    If answere is satisfactory press * to add reputation.

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    Re: lookup function for reporting structure

    what is array formula?

  7. #7
    Forum Moderator Glenn Kennedy's Avatar
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    Re: lookup function for reporting structure

    You don't need to worry about array formulas. they no longer exist in O365... or at least they don't need special treatment. In any event, it's just part of his signature. the important bit was his request for a sample file with some expected results!!
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

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    Re: lookup function for reporting structure

    thank you Glen - There is a sample tab

  9. #9
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    Re: lookup function for reporting structure

    This proposal employs two helper columns (D:E) on the Reports To sheet.
    The helper columns may be moved and/or hidden for aesthetic purposes and are populated as follows:
    For column D:
    Formula: copy to clipboard
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    For column E:
    Formula: copy to clipboard
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    Assuming that the first cell in the EEID column on the Summary sheet will be manually filled with the supervisor of inquiry:
    The rest of that column is populated using:
    Formula: copy to clipboard
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    The Supervisor EID column is populated using:
    Formula: copy to clipboard
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    The Employee # column is populated using:
    Formula: copy to clipboard
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    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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