Creating an Organisational chart for our organisation guidance

Hi Caroline,

Thank you for the forum question.

Creating an organizational chart in Power BI for a large organization can indeed be challenging, but there are several approaches and tools that can help streamline the process. Here are some steps and tips to guide you:

1. Using Visio with Power BI
One effective method is to use Microsoft Visio in conjunction with Power BI. Visio allows you to create detailed and complex organizational charts, which can then be integrated into Power BI for dynamic visualization. Here’s a brief overview of the process:

Prepare Your Data: Ensure your organizational data is well-structured in an Excel file. Each entity should have a unique identifier and parent-child relationships clearly defined.
Create the Chart in Visio:
Open a blank Visio file.
Use the Organization Chart Wizard to import your data from Excel.
Map your data fields to Visio shapes.
Integrate with Power BI:
Save your Visio file and import it into Power BI using the Visio Visual.
This allows you to interact with the organizational chart within your Power BI reports.
2. Using Custom Visuals in Power BI
Power BI offers several custom visuals that can help create organizational charts. One popular option is the Hierarchy Chart by Akvelon. Here’s how you can use it:

Import the Visual:
Go to the Power BI Visuals Marketplace and import the Hierarchy Chart by Akvelon.
Prepare Your Data:
Ensure your data includes columns for employee names, their IDs, and their manager IDs.
Create the Chart:
Add the Hierarchy Chart visual to your report.
Drag and drop your data fields into the visual to build the hierarchy.
3. Using Matrix Visual
For simpler organizational structures, the standard Matrix visual in Power BI can be used to create a hierarchical view:

Prepare Your Data:
Similar to the previous methods, ensure your data is structured with parent-child relationships.
Create the Matrix:
Add a Matrix visual to your report.
Use the employee and manager IDs to create the hierarchy within the Matrix.
4. Tips for Large Organizations
Given the size of your organization, you might need to break down the chart into smaller, more manageable sections:

Departmental Charts: Create separate charts for each department and link them through navigation buttons or bookmarks in Power BI.
Interactive Filters: Use slicers and filters to allow users to navigate through different levels of the hierarchy.
Additional Resources
Video Tutorials: There are several video tutorials available that can walk you through the process step-by-step. For example, you can find detailed guides on creating organizational charts in Power BI on platforms like YouTube.
Community Support: Engaging with the Power BI community can also be very helpful. You can find forums and blogs where users share their experiences and solutions.
If you have any specific questions or need further assistance, feel free to ask!



Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
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