How to create an organization chart

This article explains how to create an organization chart displaying information about each position. 

Example output:  Organization chart showing position title, employee name, function and location.

 

1. Add a Tree slide to your pack

• Select theicon from the slide sorter
• Select ‘Tree’ as the slide type

The default tree slide has the ‘Card Type’ set to ‘Node’.  With this card type, only a label is shown.  The property used to label positions can be changed by selecting the ‘Title’ drop-down menu, shown below.

2. Add additional information to display

• Select ‘Summary’ as the ‘Card Type’

• Specify the additional information you want to show on each card: 

1. Add a subtitle (optional) by selecting the Subtitle drop-down menu, then choosing the required property* (fullname has been selected in the example below)
2. Select ‘Add Property’
3. Add a check mark against the properties you want to display*.
4. Selected properties are added to your chart, and are listed in the slide pane

*Save time scrolling through the list of properties by typing a property name in the search bar.

Remove properties from your card by selecting ‘X’ from the list in the slide pane (‘d’ in the example above).
Reorder the information on the card by dragging-and-dropping the property order in the slide pane (‘d’ in the example above).

Tip: You can change the width of the card to accommodate the required information.  (In the above example, ‘Function’ is wrapped in some cases).  Scroll down in the Slide pane to ‘Width’ and slide the bar to a higher value.

 
Go further with these articles:

• Display ‘rolled-up’ measures on tree slides
• Visualize the organization landscape with tree slides
• Show a summary of each manager's team members in a tree slide
• Focus slide content on a subgroup of the organization structure
• Change the color scheme to match corporate branding