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Org chart

You can use the org chart (Org chart) to create organization charts from data with a tree structure. You can navigate through the hierarchy by expanding and collapsing the tree. The org chart is included in the Visualization bundle.

Information noteOrg chart is included as a part of the Visualization bundle. Visualization bundle objects have additional limitations and may not have the same support as other visualizations. For more information, see Visualization bundle.

You need to use a data set with two dimensions that define the tree structure.

  • The first dimension needs to be the ID of the node. This would typically be an employee ID in a traditional organization chart.
  • The second dimension needs to be the ID of the parent node. This would typically be the employee ID of a manager.

    This connects to the first dimension to create a tree structure.

    If this value is empty or points to a node that does not exist, the node becomes a root node at the top of the tree.

Example data set for an org chart
EmployeeID ManagerID Name Title
A101   Mary Bell CEO
A102 A101 John Bialik Executive secretary
O101 A101 Lee Mayer COO
I101 A101 Wendy Sanderson CIO
T101 A101 Asim Nawrat CTO
T102 T101 Emily Diaz VP Products
T103 T101 Christine Nemic VP R & D

You can also add a measure that is used as a card description.

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Preparing the dataset

There are some things you need to consider when preparing the dataset for an org chart.

  • You need to use a dataset with less than 33000 rows.

    If you use a larger dataset, the excess rows will be ignored. This can result in a tree with incorrect structure. A message is displayed: The maximum data limit is reached. The tree may display incorrectly.

  • Make sure that the data does not contain circular references.

    Circular references can result in nodes being omitted, or creation of multiple root nodes. One of these messages is displayed:

    Data contains circular references, nodes are omitted.

    No root node, check your data for circular references.

  • If a node has more than 99 children, the excess children nodes will not be rendered.

    A message is displayed: Maximum number of child nodes reached, nodes are omitted.

  • You should avoid having a large number of rows that do not have a parent node. These will be shown as root nodes. The maximum number of root nodes is 99.

Limitations

For information about general limitations, see Limitations.

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