Resourcing Hierarchy Visualisation

[ChrisIsProgramm]

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!

[v-zhengdxu-msft · Accepted solution]

Hi @ChrisIsProgramm 

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.

[AnalyticPulse]

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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