Exporting Organisation Charts - Tree Index

If you want to export your organisation chart into PPT slides, with each slide showing a separate team (i.e., Manager node, and children), there are a couple of ways that this can be done.

Solution A:

  1. Configure your tree or other view (e.g., set level to 3 to show manager, children, and children -1)
  2. Page by Manager Position ID, and select paginate in the snapshot option box
  3. Export using snapshot (using auto paginate)

It's worth increasing snapshot time to 2-3 seconds to allow greater time for rendering visualisations

This option will generate slides in the order of:

  1. Top layer (CEO, plus their children, depending on level configuration)
  2. CEO -1 Managers, plus their children, going left to right
  3. Then, proceed to next layer down and repeat process for CEO -2 Managers

Solution B:

If Solution A does not sort the slides in the desired order (left to right, down one, left to right), there is an additional option.

  1. Create a new property (e.g., index)
  2. Insert expression - 
    node.treeIndex
  3. Set property to text type
  4. Refresh
  5. Change Label to new property (e.g., index)
  6. Set paging by descendants
  7. Configure your tree or other view (e.g., set level to 3 to show manager, children, and children -1)
  8. Export using snapshot (using auto paginate)

The above will generate slides in the order of:

  1. Top layer (CEO, plus their children, depending on level configuration)
  2. Left most CEO -1 Manager, plus their children
  3. Left most CEO -2 Manager, plus their children
  4. Continue down vertically (per above), until bottom of hierarchy is reached
  5. Then, it will go across the second left most manager (lowest level)

To control at which level the ‘drill-down’ stops at there is an additional expression property that needs to be created (note that if depth is used, this will result in slides with managers, whose children have been omitted):

  1. Create new property (e.g. indextwo)
  2. Insert expression -
node.depth>4?
node.format("z.{treeIndex}"):node.treeIndex
  1. Set property to text type
  2. Refresh
  3. Change Label to new property (e.g., indextwo)
  4. Set paging by descendants
  5. Configure your tree or other view (e.g., set level to 3 to show manager, children, and children -1)
  6. Export using snapshot (using auto paginate)
  7. Delete slides towards end of PPT pack (Z leading treeindex values)

 

This expression adds a Z value in front of the tree index value for nodes that are below a certain depth. This will therefore put org chart snapshots that are too low a level, at the end of the PPT out pack so they can be easily deleted (otherwise they will be interspersed throughout the slide deck, and require manual auditing and removal). Otherwise the output is the same as Solution B.

 

 Treeindextwo property which shows Z treeindex value

 

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