Org chart with summarised headcount values for lower layer managers

Steve Kelly

• Orgvue Team

June 20, 2025 14:48

I want to create an org chart that only goes down 2-3 levels from the CEO, and includes the total number of FTEs that are below the lowest shown individual.​

0

• Official comment

  

  Rob Purbrick

  • Orgvue Team

  June 20, 2025 14:49

  A simple route is to include rolled-up totals on cards in a summary tree, but this may not address your question completely as total values will include the manager as well as direct reports. There’s an approach to exclude a manager from the roll-up of their reporting line:​

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  Create a new property, named for example ‘Total Headcount’ or ‘Total FTE’ depending on how you want to report the size of reporting lines. ​

  1. Create a new property, entering your preferred name, e.g., ‘Total FTE’ ​

  • This video shows how to create a new property, (you can see where to specify the ‘Display Name’ at 51’)​

  1. Select the option to ‘Populate values using an expression’ (illustrated in the video at 1.49)​

  • To calculate FTE, enter the following expression, editing the highlighted text to match your dataset property: node.rollUp("sum", "FTE", { includeSelf: false }).round(2)​
  • To calculate headcount, use: node.rollUp("sum", “records", { includeSelf: false })​

  After saving the new property, it is available to be added to your org chart. By setting the number of ‘Visible Levels’ you can limit the number of organizational layers shown on screen.​

  This video provides further information for exporting your organization chart.​

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