on 2024 Jun 13 2:43 PM
I am trying to get all vacant positions for Succession Planning and ideally, a table for export of all vacant positions and positions with incumbent as of date in one table.
First, I set my Time Filter for Incumbents to Today (same as the first table). I was thinking, this should only give Active incumbents AND incumbent field that is blank (terminated incumbents OR no one was ever in that position). But, I am getting even terminated ones and multiple rows for some positions even.
Next, I created a calculated field in the query to calculate if an Incumbent field (Concatenated field of incumbent first and last name) is blank or with a terminated employee status = 0.
This is what I got. But in my table, I only want to show those in green highlight (no incumbents and active incumbents).
Note: I have created a canvas advanced reporting with the same date filters of incumbents as of today and I got all active incumbents and blank incumbents into one report.
Is there a way to achieve this (same as advanced reporting) in Story?
Request clarification before answering.
Hi Lissie,
You are on the right track. The incumbents table contains also incumbents that are terminated. Even with date filter set to "Today". With Position make sure you set a filter on record status = "N" and status = "Active"
You can also create a calculated column for Vacant / Non-Vacant:
IF(ISNULL([Employment#Incumbents#User ID] ) ,"Yes" ,"No" )
Kind regards,
Jeroen
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
User | Count |
---|---|
11 | |
7 | |
5 | |
5 | |
4 | |
3 | |
2 | |
2 | |
2 | |
2 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.