Adjust Relationship data by procedure

Unknown
Unknown
in Platform

Hi,

 

I have the following case:

 

I have an Employee/HR dashboard containing the entities subsidiary (A & B) and sales office (1 & 2).

After loading data from the server I have the following picture:

 

Employees of subsidiary A & B are all assigned to Sales Office 1. The problem is that this is not 100% correct, which relates back to our backend database. I know it should be fixed there, but this is not easy, that's why I am looking for a way to adjust entitiy assignment via procedure.

 

What I would like to do is to use the following criteria:

- If employees are in subsidiary B the entity should be sales office 2. If employees are in subsidiary 1 they should be assigned to sales office 1.

 

Hope my example is clear. General questions is if it is possible to adjust entities automatically by a procedure using predefined selectors. If so how can I do that? 

 

Thanks

 

Mathias

Answers

  • Björn Reuber
    Björn Reuber Employee, Community Captain
    500 Likes Fourth Anniversary 100 Comments 5 Answers
    edited March 2020

    Hi,

     

    I think you can easily reach this with a new Procedure, 2 DataReader and some ETL stuff OR a change in your Datamodel

    Solution 1) Procedure

    1. Export Tree Employmee
    2. Create DR on hte Exported file and use ETL for Sales office (if Subsidiary is set to A than 1, ....)

     

    Solution 2) Change DataModel

     

    Right now it seems to be

    image

     

    But maybe

    image

    would be better for your case. So just load Employee and Subsidary and use a Normalize to create the relationship for the sales office

     

    Regards

    Björn

  • Unknown
    Unknown

    Hi Björn,

     

    very helpful. Solution 1 was exactly what I was looking for and it seems to work

     

    Thanks a lot

     

    Mathias

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