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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Filter Report by Manager
Finance | Project Operations, Human Resources, ...
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Filter Report by Manager

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Posted on by StefanA

Hi everyone

I'm currently working on a Power BI Report which creates a list of all employees and their current leave and absence balances sorted by absence type so that the managers can monitor the balances of their employees.

Is there a way to filter the list by manager?

I know that the manager is stored in the cdm_jobposition table but I can't figure out how to connect it with cdm_positionworkerassignementmap and cdm_worker.

Any help would be very much appreciated!

  • Verified answer
    Parag Chapre Profile Picture
    Parag Chapre 12,254 Most Valuable Professional on at

    Hi Stefan,

    There was a similar thread in this community where I answered how to get a Manager. 

    Please check this community.dynamics.com/.../1160799

  • StefanA Profile Picture
    StefanA on at

    Hi Parag

    Thank you very much for the answer.

    It took me quite some time to figure everything out as I'm pretty new to Power BI.

    In addition to your code I added a filter to the rows "isprimaryposition" and "validto" from the positionworkerassignmentmap table as there can be multiple entries with the same employee but different manager depending on what is defined in the assigned position(s) of the worker.

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