Show a summary of each manager's team members in a tree slide

This article explains how to add a summary of each manager's team members in a tree slide.  This assumes you know How to create an organization chart .  Typical example outputs are shown below:

Illustration 1: Summary showing names of team members reporting to each manager



Illustration 2: Summary showing the positions reporting to each manager, with headcount for each position

The step-by-step example below shows how to develop a summary showing the names of each manager's team members (illustration 1, above).  After this example, the small adjustment needed to produce the output shown in illustration 2, above is explained.

Open the Gizmo Editor, Paste, and Run the Expression

As shown below, 

1. Select the Gizmo Editor
2. Copy and paste the code snippet provided below.  Note: this code snippet assumes the property key for employee name is 'fullname' . If a different property key is used in your dataset, the highlighted text should be replaced with the property key you are using (see, How do I identify Property Keys in Workspace )

node.ac.groupby('fullname').format("{values.count} {key}").join('\n')

3. Select "Run".  A preview of the team member names will be returned for a selected node, or the most senior node if there is no selection

Save the Property 

As shown below, 

1. Select "Save as Property"
2. Provide a Property Name.  In this example, "Team members" has been selected
3. Provide a Property key if an alternative to the auto-generated key is preferred]
4. Select "Save" 

Add the Property to your organization chart

As shown below,

1. Select "Add Property"
2. Select the Property Name added at the previous step ("Team members" is used in this example)

To generate the same output using position titles 

Follow the same steps as above, replacing "fullname" in the code snippet with the property key used for position titles in your dataset:
 

node.ac.groupby('fullname').format("{values.count} {key}").join('\n')