Creating and navigating an Org Chart

The Org Chart in One Model offers a familiar, interactive way to visualize your workforce. It provides a hierarchical view enriched with powerful analytics and employee-level data.

Key Features

• Unified Data Source: Seamlessly blends and updates data from multiple systems.

• Flexible Hierarchies: Display any hierarchy type—Manager, Supervisor, Org Unit, Cost Center, or Location.

• Interactive Exploration:

  • Drill into any level of the hierarchy.

  • Search within the chart.

  • Time filter.

  • Pan, zoom, expand, or collapse nodes.

• Detailed Insights:

  • Add metrics (e.g., Span of Control, Retention, Engagement, Ready Successors).

  • Include data columns (e.g., Employee ID, Position Number, Hire Date).

• Secure Access: Respects role-based security.

• Reusable Content: Export to PowerPoint or embed in Storyboards.
  

Creating an Org Chart

Permissions Required

To create an Org Chart, users must have the Application Access Role permission enabled:

• Go to:
  Company Admin > Application Access Roles > Role Permissions > CanConfigureOrgChart
  

Once this is enabled, users will see a new Explore > Org Charts option alongside standard Charts and Tables.

Step-by-Step: Build an Org Chart

1. Open Org Charts by clicking on the Org. Chart icon at the top right of your screen. 

2. Configure Required Dimensions:
   
   
   • Select a Structural Dimension
     
     
   • Select a Time Dimension
     
     
   • Choose a Time Model
     
     
   • Click Apply

3. Add Metrics and Dimensions:
   
   
   • Click the pencil icon on any Data Item (e.g., No. 3, 4, or 5).
     
     
   • In the Metrics & Dimensions popup, choose at least one metric and optional dimensions or columns.

4. Customize the Details Panel:
   
   
   • Under the Details Panel section, click the [+] icon.
     
     
   • Choose data items to display in the side panel.

5. View Details:
   
   
   • Click the three-dot menu on a chart card > View Details
     
     

6. Hyperlinks:
   
   
   • If deep links are configured under Admin > Table & Column Label Editor, those fields will appear as clickable links.

Display Options

• Images:
  • If the Card Image toggle is ON and photos are available, they’ll be shown.
  • Otherwise, avatars or placeholders appear.
  • [Note: Photo support from source systems is still being implemented.]
    
    
• Layout Control:
  • Collapse/expand sections of the configuration panel using arrows.
  • Use the right-side arrow to hide/show the full panel.
    
    
• Navigation:
  • Drill Down: Click the pill button at the bottom of a card.
  • Drill Up: Hover and click the up-arrow on the card.
  • Pan: Click and drag the background.
  • Zoom: Use your mouse scroll or the floating toolbar.
  • Search: Click the magnifying glass icon.

If the Card Image toggle button is Off then no image will be displayed.

The Org Chart Configuration Panel has sections that can be collapsed and expanded by clicking on the section arrows. This will provide more real estate for the user to configure data.

The entire Org Chart Configuration Panel can be toggled closed or open by clicking on the arrow or right hand side of the panel.

To drill down the Org Chart hierarchy click on the pill button at the bottom of the Org Chart Card. To drill up the hierarchy, hover over the card and click on the arrow that appears. The card in focus or being analyzed will appear highlighted.

Left clicking your mouse on the canvas background will let you drag and move the Org Chart around and the display can be zoomed in and out using the mouse scroll-wheel. The floating docker on the top right of the canvas can also be used to center and to zoom the Org Chart. Click on the magnifier icon to search the Org Chart.

An Org Chart that has been configured in Explore can be saved to the Insight Library (Introduction to the Insight Library) or pinned to a Storyboard.

To save to the Insight Library, click on the save icon > Select or Create a New Category and type in the Insight Name.

To pin to a Storyboard, click on the action dots > Select Pin to Existing Storyboard or Pin to New Storyboard > Select or Create a Storyboard and type in the Tile Title.

You can add an Org Chart into a Storyboard that includes other charts and tables and another core use case is to add it to fill the entire Storyboard page.

Because the Org Chart has its own search and drill-down features, the Storyboard Filter Bar doesn’t apply to the contents of the Org Chart tile.

For users that have the permission to create Org Charts, you are able to ‘Explore’ the Org Chart from the Storyboard tile, which takes you to the Org Chart editor where you can make changes and update the Storyboard, or just save it to your Insight Library.

The Org Chart query is run using the same logic as an Explore (Chart & Tables) query on One Models query engine except that each level of the Org Chart is queried one level at a time when drilling down. At each level of the Org Chart the child nodes are included as you navigate down.

If you were to build a query in Explore with the same information as an Org Chart it might look like this:

Any dimensions that are included as data items in the Org Chart are queried at Level 1. Therefore if additional dimension level data is required these should be included as data columns

When a Storyboard with an Org Chart tile is shared with a user with restricted permissions the data is secured under the Data Access Role permissions and rules. Examples of expected behavior:

Scenario 1: Data Access Role permissions for Metrics, Dimensions, Columns

Scenario 2: Data Access Role rules applied not using the Org Chart Structural Dimension

User A

User B

In this scenario the entire Manager Org Chart is drawn. The metric query only returns the result (e.g. EOP Headcount) for the Organisational Units that the user is permissioned to see. User A = 349012 at level 1. User B = 60631 at level 1.

The non-metric query will display dimensions or columns for the Organisational Units that the user is permissioned to see. User A = all Gender and Position ID. User B = Gender and Position ID where the intersection of the Organisational Unit and Manager structure is permissioned.

Scenario 3: Data Access Role rules applied using the Org Chart Structural Dimension

User A

User B

In this scenario the Manager Org Chart is drawn only from where the permission is granted. The metric query and non-metric query will display results as permissioned.

Watch the video - navigating and formatting an Org Chart