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transformations:hierarchypath

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transformations:hierarchypath [2023/04/21 03:48] – [See also] dmitrytransformations:hierarchypath [2025/01/15 21:40] (current) – revise to 2025 format craigt
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 \\ \\
 =====Use cases===== =====Use cases=====
-Use this action to build parent-child relationships.+Use this action to build parent-child relationships such as company organizational charts.
  
 \\  \\ 
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 =====Examples===== =====Examples=====
  
-**Example:**  Generate hierarchy paths based on the Input table, below.\\+====Example #1==== 
 +>Generate hierarchy paths based on the relationship table, below, with the path on //Names//.
  
- +===Before (source table)===
-**Input table:**+
 ^Primary  ^Parent ^Name ^ ^Primary  ^Parent ^Name ^
 | Key01 |Key10 |Bob | | Key01 |Key10 |Bob |
-| Key02 |Key10 |Sue +| Key02 |Key10 |Ann
-| Key03 |Key10 |Erica +| Key03 |Key10 |Ira 
-| Key04 |Key10 |Yelena | +| Key10 |Key20 |Aya |
-| Key05 |Key11 |Chris | +
-| Key06 |Key11 |John | +
-| Key10 |Key20 |Tia | +
-| Key11 |Key20 |Mariko |+
 | Key20 |  |Bruce | | Key20 |  |Bruce |
  
-\\  +===After (result table)=== 
-**Action parameters:** +^Primary  ^Parent ^Name ^Path ^ 
- Primary key:  "Primary" +| Key01 |Key10 |Bob |**<nowiki>Bob|Aya|Bruce</nowiki>**| 
- Parent key:  "Parent" +| Key02 |Key10 |Ann|**<nowiki>Ann|Aya|Bruce</nowiki>**| 
- Build path with:  "Keys" +| Key03 |Key10 |Ira  |**<nowiki>Ira|Aya|Bruce</nowiki>**| 
->  Reverse the paths:  Unchecked+| Key10 |Key20 |Aya |**<nowiki>Aya|Bruce</nowiki>**| 
 +| Key20 |  |Bruce |**<nowiki>Bruce</nowiki>**|
  
- +===Action parameters=== 
-\\  +>Primary key: Primary 
-**Result:** +>Parent key: Parent 
-^Primary  ^Parent ^Name ^Path ^ +>Build path with: Labels(Names)
-| Key01 |Key10 |Bob |<nowiki>Key20|Key10|Key01</nowiki>| +
-| Key02 |Key10 |Sue |<nowiki>Key20|Key10|Key02</nowiki>+
-| Key03 |Key10 |Erica |<nowiki>Key20|Key10|Key03</nowiki>+
-| Key04 |Key10 |Yelena |<nowiki>Key20|Key10|Key04</nowiki>+
-| Key05 |Key11 |Chris |<nowiki>Key20|Key11|Key05</nowiki>+
-| Key06 |Key11 |John |<nowiki>Key20|Key11|Key06</nowiki>+
-| Key10 |Key20 |Tia |<nowiki>Key20|Key10</nowiki>+
-| Key11 |Key20 |Mariko |<nowiki>Key20|Key11</nowiki>+
-| Key20 |  |Bruce |<nowiki>Key20</nowiki>|+
  
 \\ \\
- Reverse the paths:  Checked+====Example #2==== 
 +>Generate hierarchy paths based on the relationship table, below, with the path on //keys//, and show the path in reverse order.
  
-^Primary  ^Parent ^Name ^Path +===Before (source table)=== 
-| Key01 |Key10 |Bob |<nowiki>Key01|Key10|Key20</nowiki>+^Primary  ^Parent ^Name ^ 
-| Key02 |Key10 |Sue |<nowiki>Key02|Key10|Key20</nowiki>+| Key01 |Key10 |Bob | 
-| Key03 |Key10 |Erica |<nowiki>Key03|Key10|Key20</nowiki>+| Key02 |Key10 |Ann
-| Key04 |Key10 |Yelena |<nowiki>Key04|Key10|Key20</nowiki>| +| Key03 |Key10 |Ira 
-| Key05 |Key11 |Chris |<nowiki>Key05|Key11|Key20</nowiki>+| Key10 |Key20 |Aya 
-| Key06 |Key11 |John |<nowiki>Key06|Key11|Key20</nowiki>+| Key20 |  |Bruce |
-| Key10 |Key20 |Tia |<nowiki>Key10|Key20</nowiki>+
-| Key11 |Key20 |Mariko |<nowiki>Key11|Key20</nowiki>+
-| Key20 |  |Bruce |<nowiki>Key20</nowiki>+
- +
-\\ +
->  Build path with:  "Labels" (using "Name" column) +
->  Reverse the paths:  Unchecked+
  
 +===After (result table)===
 ^Primary  ^Parent ^Name ^Path ^ ^Primary  ^Parent ^Name ^Path ^
-| Key01 |Key10 |Bob |<nowiki>Bruce|Tia|Bob</nowiki>+| Key01 |Key10 |Bob |**<nowiki>Key01|Key10|Key20</nowiki>**
-| Key02 |Key10 |Sue |<nowiki>Bruce|Tia|Sue</nowiki>+| Key02 |Key10 |Ann|**<nowiki>Key02|Key10|Key20</nowiki>**
-| Key03 |Key10 |Erica |<nowiki>Bruce|Tia|Erica</nowiki>+| Key03 |Key10 |Ira  |**<nowiki>Key03|Key10|Key20</nowiki>**
-| Key04 |Key10 |Yelena |<nowiki>Bruce|Tia|Yelena</nowiki>+| Key10 |Key20 |Aya |**<nowiki>Key10|Key20</nowiki>**
-| Key05 |Key11 |Chris |<nowiki>Bruce|Mariko|Chris</nowiki>+| Key20 |  |Bruce |**<nowiki>Key20</nowiki>**|
-| Key06 |Key11 |John |<nowiki>Bruce|Mariko|John</nowiki>+
-| Key10 |Key20 |Tia |<nowiki>Bruce|Tia</nowiki>+
-| Key11 |Key20 |Mariko |<nowiki>Bruce|Mariko</nowiki>+
-| Key20 |  |Bruce |<nowiki>Bruce</nowiki>|+
  
 +===Action parameters===
 +>Primary key: Primary
 +>Parent key: Parent
 +>Build path with: Keys
 +>Reverse the paths
  
 \\  \\ 
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   * [[transformations:splitdelimitedtext|Split delimited text into columns]]   * [[transformations:splitdelimitedtext|Split delimited text into columns]]
   * [[transformations:rollup|Roll up]]   * [[transformations:rollup|Roll up]]
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transformations/hierarchypath.txt · Last modified: 2025/01/15 21:40 by craigt

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