Org Chart Drag and Drop

Recognition: Finalist in the UK Business Tech Awards 2026 — Best Use of Innovation.

At a glance: WorkforceVision Org Chart Drag & Drop is a Microsoft-certified Power BI visual that lets HR and finance teams design organisation structures with drag-and-drop editing, save multiple scenarios per user, support matrix (dotted-line) reporting, filter individual branches, apply custom icons and legends, and export to PDF, SVG, and Excel—with data remaining in your Power BI tenant.

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.
• Auto-resume where you left off: The chart auto-loads your last view and layout when you return, so users pick up exactly where they stopped without reconfiguring the chart.
• Multiple user saves per scenario: Each user can save their own scenarios independently—model, compare, and collaborate on different restructuring options without overwriting one another's work.
• 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.
• Custom icons and per-card styling: Apply unique styling to individual cards, including custom icons, colours, and borders—so roles, departments, and categories stand out at a glance.
• Legend for icons, colours, and borders: Built-in legend support helps readers interpret custom icons, colour coding, and border styles across the chart.
• Branch filtering: Built-in filtering lets users select individual branches for focused viewing—drill into part of the organisation without losing the wider hierarchy context.
• 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 hundreds of nodes at once—unlike many standalone org tools that struggle at scale—with the visual tuned for large, complex hierarchies.
• Built-in search: Find people quickly and navigate large structures with ease.
• Print to PDF and SVG: Export directly from the visual to PDF or SVG. SVG output can be imported back into Power BI for embedding in reports and presentations.
• Text-based PDF export: PDF output renders as selectable text—not a flat image—so you can view hundreds of cards in a single PDF and zoom into detail without losing readability.
• State persistence: Where your tenant allows it, layout, edits, and view state are preserved 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.