LOOKUPVALUE DAX with Parent-child hierarchy functions

DAX Parent-child functions help us obtain the organizational hierarchy. You can utilize LOOKUPVALUE with parent-child functions to retrieve the names of employees/managers from specified paths.

Refer Parent-child DAX functions- PATH, PATHITEM, PATHCONTAIN, PATHLENGTH

So, let’s start. The sample dataset format is as follows:

Table Name – EmployeeData

In the dataset above, we have columns for EmpId, Dept, EmpName, and Parent Id, with the Parent Id column containing the Employee’s manager Id.

Let’s get started-

Suppose you want to see the full names of the second-level managers. To achieve this, follow these steps:

Step-1: Create a calculated column to obtain the levels of hierarchy path using PATH DAX.

Path = PATH(EmployeeData[EmpId],EmployeeData[Parent Id])

Path DAX

Step-2: Create another calculated column and write the following DAX code below it.

Level-2 Emp Name =
LOOKUPVALUE(EmployeeData[EmpName],EmployeeData[EmpId],
PATHITEM(EmployeeData[Path],2 ,1))

DAX Description:

LOOKUPVALUE– Returns the value for the row that meets all criteria specified by search conditions.

PATHITEM– This function can be used to retrieve a specific level from a hierarchy returned by a PATH function. Here, 2 represents the position, and 1 is the returned integer datatype.

Lookupvalue with Pathitem

Now retrieve the names of third-level managers from the specified path.

Level-3 Emp Name =
LOOKUPVALUE(EmployeeData[EmpName],EmployeeData[EmpId],
PATHITEM(EmployeeData[Path],3 ,1))

Parent child dax

Refer Parent-child DAX functions- PATH, PATHITEM, PATHCONTAIN, PATHLENGTH

Hope you enjoyed the post. Your valuable feedback, question, or comments about this post are always welcome or you can leave us message on our Contact form , we will revert to you asap.