Forum Discussion
Resourcing Hierarchy Visualisation
Hi guys, totally new to PowerBI and despite some hefty Googling I cannot work out if it can do what I am hoping it can do.
We monitor our teams and vacancies using Excel right now, in a table like this:
NAME: LEVEL: ROLE: MANAGER:
| Tom | Director | Account Owner | NA |
| Sarah | Senior Manager | Stakeholder Lead | Tom |
| Tim | Manager | Stakeholder Manager | Sarah |
| Steve | Senior Manager | Compliance Lead | Tom |
| Sue | Senior Manager | Project Lead | Tom |
| Paul | Manager | Project Manager | Sue |
| VACANCY | Manager | Project Manager | Sue |
| VACANCY | Senior Manager | Programme Lead | Tom |
My question is... can Power BI represent this visually, automatically, in the same way you might be able to create a hierarchy Smart Art structure in PowerPoint.
If so, I don't need detail, I can learn that in my own time, but a rough idea of how to structure it would be really useful. Thanks!
Please consider the hierarchy tree visual, the effect is like this:
You can click the '...' in the Visualizations pane, and search for it.
This link may help:
xViz Hierarchy Tree/Advanced Decomposition Tree - Power BI Visual
Here are some links for your reference:
Solved: How to Create Organization Chart in Power BI Deskt... - Microsoft Fabric Community
Create a hierarchy - Microsoft Support
Create visuals with PowerPoint SmartArt for Power BI - BI Samurai
Best Regards
Zhengdong Xu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 Replies
i think you can do it by creating hierarchy.
You can create a hierarchy based on the Manager column to represent the organizational structure. To do this:
- go to the Data view.
- Right-click on the Manager column and select New Hierarchy.
- Drag the Name column into the hierarchy to create a multi level hierarchy.
for Visualizations:- Use the Hierarchy Slicer visual to allow users to interactively filter the data based on the organizational hierarchy.
- Use a matrix visual to display the hierarchical relationship in a tabular format, with managers at higher levels and their subordinates listed below.
- You can also explore custom visuals from the Power BI marketplace for more advanced visualizations of hierarchical data.
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Please consider the hierarchy tree visual, the effect is like this:
You can click the '...' in the Visualizations pane, and search for it.
This link may help:
xViz Hierarchy Tree/Advanced Decomposition Tree - Power BI Visual
Here are some links for your reference:
Solved: How to Create Organization Chart in Power BI Deskt... - Microsoft Fabric Community
Create a hierarchy - Microsoft Support
Create visuals with PowerPoint SmartArt for Power BI - BI Samurai
Best Regards
Zhengdong Xu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
