How to find information from a related record and apply it to the current record

I am very new to Business Objects. I am using version 4.2 SP6.
I have the following data fields
Name
EE Number
Manager Name
Manager EE Number
XLevel Manager Indicator

In the end I want to know who is either an XLevel Manager or reports to an XLevel Manager.
I can find the XLevel Managers because there is an indicator.

To find the XLevel-1 people I need to say something like
If Manager EE Number/X Level Manager Indicator =Yes then “XLevel-1” Else blank.

In essence I need to look up the manager for the person in each row and determine if their manager is and XLevel Manager. If they are, return XLevel-1, else return blank.

In a perfect world I would create one field to indicate XLevel, or XLevel-1 or blank.

Thanks in advance for any ideas.

I should mention that I cannot create anything at the Universe level and I do not have access to SQL (I can see it but I can’t change it). It has to be a solution at the Query level.
Thanks

You need to do a second query. It could be a copy of the query you already have or you could trim it down to just Name, EE Number, and XLevel Manager Indicator.

After you have run both queries and are back in the report designer you need to merge Manager EE Number from your first query with EE Number from your second query. To do so click on one of them in the Available Objects pane and Ctrl+click on the other one so that you have them both selected. Then right-click and choose “Merge”.

Now you need to create your variable to check if someone’s manager is an XLevel Manager. Something like this…

=If([Query 2].[XLevel Manager Indicator] = “Yes”; “XLevel-1”; “”)

The key here is that you need to set that variable’s Qualification to “Detail” and set the Associated dimension to the merged object from above.

nscheaffer, Thanks! I REALLY appreciate the reply. Give me a little bit to give it a try and I will be back.

Thanks again

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