Org Chart Drag and Drop

Quick start: use the panel below for the sample report, demo, licensing, and contact—then read on for features and typical use cases.

Go further in the report itself: model workforce scenarios, compare options with a recorded change log, export to Excel for governance, and keep structure aligned to strategy—without leaving your Power BI data model.

Strong workforce planning and organisational design depend on seeing structure clearly—roles, reporting lines, and resources aligned to strategy. The visual helps you do that through:

Key features

• Drag-and-drop org design: Restructure teams and reporting lines in the report; add or remove nodes to reflect change quickly and intuitively.
• Scenario planning and comparison: Model and test workforce changes before implementation. Adjustments are recorded automatically—save, load, import, and export scenarios to compare options and build an audit trail.
• Matrix reporting (dotted lines): Represent complex multi-manager and matrix relationships alongside solid reporting lines.
• Export to Excel: Download change logs and scenario outputs for sharing, governance, and offline review.
• Customisable node styling: Use colours and formatting to highlight roles, departments, performance, or other categories aligned with your brand.
• Rich data on each node: Show headcount, costs, KPIs, cumulative metrics, roles, contact information, and other bound fields on the card.
• Large-hierarchy performance: Visualise extensive organisations with the visual tuned for large, complex hierarchies.
• Built-in search: Find people quickly and navigate large structures with ease.
• State persistence: Where your tenant allows it, resume layout and edits between sessions using Power BI local storage (see data security overview).

Use cases

• Org structure visibility: Explore and understand your hierarchy in a clear, interactive format.
• Organisation design and restructuring: Plan and implement changes with scenarios visualised and communicated to stakeholders.
• Mergers and acquisitions: Integrate structures during M&A, identifying overlaps and opportunities for synergy.
• Corporate ownership and entity structures: Map legal entities, ownership, and group structures where a hierarchy view adds clarity.
• Product breakdown structures (PBS): Visualise products, components, and cost structures hierarchically.
• Span of control and structural inefficiencies: Spot bottlenecks, redundant roles, imbalanced workloads, and span-of-control issues to improve effectiveness.

Get a secure, accessible, data-driven view of your organisation so leaders can compare scenarios, trace decisions in the change log, and share exports when you scale design and planning.