Analyze organizational level per incumbent

[griffy]

I have been racking my brain and gotten stuck.

I have a list of ids. Each id has the manager that incumbent report to.
The list is from CEO down to bottom of org including every employee. (~46k rows)
The list is in no particular order.

What I would like to do is analyses on what level each row/incumbent is from the CEO, CEO = 1, anyone have any ideas how to do this rationally and effectively?

emp id	mngr id	emp org level
2264	119
3789	119
5881	119
100219	119
100677	119
7551	126
11527	126
100699	137
111394	137
26545	137
26547	137
26552	137
26773	137
174	144
18061	144
18062	144
27645	144
30912	144

<colgroup><col><col><col></colgroup><tbody>
</tbody>

 

[Eric W]

Consider:

<p

	A	B	C	D	E
1	Emp Id	Mgr Id
2	2	1	2	2
3	8	4	>3	4
4	4	2	3	3
5	1		1	1
6	7	4	>3	4
7	6	4	>3	4
8	9	8	>3	5
9	5	3	3	3
10	10	12	1	Emp ID 12 doesn't have a valid Mgr ID
11	3	1	2	2
12			1	Emp ID doesn't have a valid Mgr ID

<tbody>
</tbody>

Sheet1​

Worksheet Formulas Cell Formula C2 =IF(ISERROR(VLOOKUP(B2,$A$2:$B$20,2,0)),1,IF(ISERROR(VLOOKUP(VLOOKUP(B2,$A$2:$B$20,2,0),$A$2:$B$20,2,0)),2,IF(ISERROR(VLOOKUP(VLOOKUP(VLOOKUP(B2,$A$2:$B$20,2,0),$A$2:$B$20,2,0),$A$2:$B$20,2,0)),3,">3"))) D2 =getlevel(A2,$A$2:$B$20) <tbody> </tbody>

<tbody>
</tbody>

Excel formulas don't handle recursion well. You could use something like the formula in C2. You should be able to see how to add levels. This version goes up to 3 levels. Adding more levels would make the formula get much longer quicker.

Alternatively, you could use a UDF (User-Defined Function) like in D2. Much shorter. To try that, open a copy of your workbook. Right-click on the sheet tab on the bottom and select View Code. From the Visual Basic editor menu bar, select Insert > Module. In the window that opens, paste this code:

Public Function GetLevel(ByVal EmpID, ByVal MyRange As Range)

    Application.Volatile
    GetLevel = 1
    On Error GoTo ImDone:
    Do
        If EmpID = 1 Then Exit Function
        EmpID = WorksheetFunction.VLookup(EmpID, MyRange, 2, 0)
        GetLevel = GetLevel + 1
    Loop
    Exit Function
    
ImDone:
    GetLevel = "Emp ID " & EmpID & " doesn't have a valid Mgr ID"
End Function

Change the red 1 to be the EmpID of the CEO. The loop will stop when it sees that number. Close the VBA editor (Alt-Q or the red X). Now on your sheet, enter the formula as shown, changing the ranges to match your sheet.

I'm not sure how performance will be on 14K rows. It may be better to write a macro that analyzes everything at once and just writes the results without formulas. Try this and let us know.</p

 

[griffy]

Thank for the quick answer! The firs code worked, but it seems a hassle to do an if/vlookup for all presumed levels as of today; 8-9.
The second code I got ”Emp ID doesn't have a valid Mgr ID” for all except the CEO even do I think I checked everything.

 

[Eric W]

At this point it's hard to see how to proceed. I'd suspect something like inconsistent data. Some of it is numeric, some text, possibly with extra spaces. Can you find someone who reports directly to the CEO, and look at the manager value and see if it matches the Emp ID value of the CEO EXACTLY? Also check to see that the ranges you put in the function are correct, with the appropriate $ signs?

 

[griffy]

Was, of course, user error...

However, at around 4-6k of rows, this starts getting super heavy to calculate.

 

[pgc01]

Hi

Another option.

You said you had problems around level 8-9 so I used some more rows to get there.

Inportant: this is a recursive algorithm. The formula must be copied till the last row with data.

I assumed that the ID of the CEO is 1 and his/her level is also 1.

In C2:

=IF(A2=1,1,1+INDEX(C:C,MATCH(B2,A:A,0)))
Copy down till the last row with data.

Please test.

Remark: a vba solution, like Eric's, may prove to be a better solution.
I just thought it would be interesting to have a formula solution.



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padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td></tr><tr><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;background:#9CF; text-align:center; " ><b>15</b></td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">16</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">17</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">6</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td></tr><tr><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;background:#9CF; text-align:center; " ><b>16</b></td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">13</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">11</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">7</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td></tr><tr><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;background:#9CF; text-align:center; " ><b>17</b></td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">15</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">13</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">8</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td></tr><tr><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;background:#9CF; text-align:center; " ><b>18</b></td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">19</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">14</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">8</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td></tr><tr><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;background:#9CF; text-align:center; " ><b>19</b></td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">18</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">19</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; ">9</td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td></tr><tr><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;background:#9CF; text-align:center; " ><b>20</b></td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td><td style="border-width:1px;border-color:#000000; padding-left:0.5em; padding-top:0.4em; padding-right:0.5em; padding-bottom:0.25em;text-align:right;border-width: 1px;border-color:#888888; "> </td></tr><tr><td colspan=5 style="background:#9CF; padding-left:1em" > [organiz.xlsx]Sheet1</td></tr></table>
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[griffy]

That seemed to work. Will check closer later.

Thanks!

Hi

Another option.

You said you had problems around level 8-9 so I used some more rows to get there.

Inportant: this is a recursive algorithm. The formula must be copied till the last row with data.

I assumed that the ID of the CEO is 1 and his/her level is also 1.

In C2:

=IF(A2=1,1,1+INDEX(C:C,MATCH(B2,A:A,0)))
Copy down till the last row with data.

Please test.