+ Reply to Thread
Results 1 to 5 of 5

Calculate number of roles in an organizational chart given under excel list form

  1. #1
    Registered User
    Join Date
    09-29-2017
    Location
    London
    MS-Off Ver
    2010
    Posts
    40

    Calculate number of roles in an organizational chart given under excel list form

    Hi everybody,

    I am struggling with a problem which seems to be easy but it is revealing much trickier than I thought.

    I have an org chart (see excel attached) with managers that have sub-managers and several people with technical or sales roles. The goal is quite simple : calculate the number of people in each role for a given manager (that number should include everybody below) at all levels. The problem is that I have everything under an excel list as it is showed in the input and those are more than 2500 lines which don't enable me to draw an org. chart and do it by hand. And I also have more than 4 levels, with some people being "dead-ends" while peer colleagues have a vast ramification below.

    I have tried to use index match to catch all the sub-managers for a given manager but I am stuck as index match only gives the first one and not all of them. I am sensing that we could maybe do it the other side (for each person, put his/her manager, and do this in several columns to go up one level each time until I "hit" the highest manager, for some of the people, the latest columns will be empty as they will be closer to the big boss) but I am having a rough time coming up with a simple way of doing it.

    Thank you very much for your kind help in advance,

    Xenthys
    Attached Files Attached Files
    Last edited by Xenthys; 09-18-2019 at 05:41 PM.

  2. #2
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,023

    Re: Calculate number of roles in an organizational chart given under excel list form

    Mmmm. I'm not happy with this. It's not as neat as it should be. I suspect it'll be unworkable in your real situation. However, I have got close....
    Attached Files Attached Files
    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.

    Temporary addition of accented to illustrate ongoing problem to the TT: L? fh?ile P?draig sona dhaoibh

  3. #3
    Registered User
    Join Date
    09-29-2017
    Location
    London
    MS-Off Ver
    2010
    Posts
    40

    Re: Calculate number of roles in an organizational chart given under excel list form

    Hi Glenn,

    Thank you very much for your solution. I managed to find a solution in simpler excel (I had to add some columns to make it work). Yours seems to work as well, but as I am quite unfamiliar with that way of using sumproducts, I'd rather not use it in a larger model.

    I will post my solution tomorrow

  4. #4
    Forum Expert
    Join Date
    09-25-2015
    Location
    Milan Italy
    MS-Off Ver
    office 365
    Posts
    1,781

    Re: Calculate number of roles in an organizational chart given under excel list form

    C25=IF(AND($B25<>"", C$24<>""),COUNTIFS($D$7:$E$21,$B25,$B$7:$C$21,C$24&"*"),"")

    copy down

  5. #5
    Registered User
    Join Date
    09-29-2017
    Location
    London
    MS-Off Ver
    2010
    Posts
    40

    Re: Calculate number of roles in an organizational chart given under excel list form

    Thanks ! It works perfectly

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Organizational chart in Excel
    By vjharry in forum Excel Charting & Pivots
    Replies: 2
    Last Post: 03-08-2013, 10:09 AM
  2. Replies: 2
    Last Post: 09-24-2012, 10:39 PM
  3. [SOLVED] organizational chart that will not print
    By dhill1998 in forum Excel General
    Replies: 0
    Last Post: 04-27-2006, 12:10 PM
  4. [SOLVED] Organizational Chart from Existig DB in Excel
    By michael in forum Excel Charting & Pivots
    Replies: 1
    Last Post: 11-07-2005, 10:40 AM
  5. delete the hyperlink linked to the organizational chart in excel using vba
    By asmita in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 07-14-2005, 09:31 AM
  6. Organizational Chart
    By Brenda Rueter in forum Excel General
    Replies: 1
    Last Post: 05-19-2005, 02:08 PM
  7. [SOLVED] excel organizational chart subordinate goes left not down
    By Bhamgirl in forum Excel Charting & Pivots
    Replies: 0
    Last Post: 05-10-2005, 08:06 PM
  8. is there a template to put together an organizational chart in Ex.
    By rachel1027 in forum Excel Charting & Pivots
    Replies: 0
    Last Post: 02-14-2005, 03:06 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1