Org Chart Drag & Drop — technical documentation

Drag & Drop Org Chart — Support & Help

User and admin hub for Org Chart Drag & Drop by WorkforceVision Ltd: try the visual, watch the demo, get support, and jump to field reference and advanced Power Query guides below.

Start here:

• Download and try the visual with our sample Power BI report from Microsoft Marketplace: Org Chart Drag and Drop — Marketplace
• Demo video: Org Chart demo (YouTube)
• Support, technical questions, or licensing: irawatt@workforcevision.co.uk
• How data is handled and secured: Data Security and Flow Overview

Contents

Contents

• Support & Help
• Advanced Org Chart Guides
• Licensing
• Org Chart Visual Documentation (User + Admin Guide)
• 1) Data Inputs (Power BI Fields)
• 2) Main User Actions (Toolbar)
• 3) Dialog Input Fields
• 4) Keyboard Shortcuts & Accessibility
• 5) Formatting Settings (Power BI Format Pane)
• Best Practice Notes

Advanced Org Chart Guides

• Create Reporting Line Slicer/Filter Using Power Query (M)
• Create a Supervisor/Team Slicer/Filter For The Org Chart Visual
• Layer-Based Org Slicer and Dynamic Layer Columns (Power Query)
• Create Org Chart Using Microsoft Graph API Including Images
• Create 64-bit text for image field from a file or folder
• Compress Image Text to Meet Power BI Size Requirements

Licensing

A licence is required to use this visual. All users, both viewers and developers, need a valid licence to access any features within the chart in Power BI Desktop or Power BI Service. Please see our overview here: Licensing and pricing.

You can explore the full functionality by downloading the sample report. Trial and purchase terms change over time—always check the current Marketplace listing for the latest options. Trial access, if offered, may require assigning a licence through your Microsoft 365 admin centre; see Microsoft’s terms at purchase.

Once purchased, a licence needs to be assigned to individuals or groups in your organisation in order for them to use the visual. Licences can be moved from one user to another without issue. Full instructions are available here: Microsoft guide to assigning licences .

Org Chart Visual Documentation (User + Admin Guide)

This visual builds an interactive organisation chart from employee-manager relationships. It supports editing, search, layout tools, export/print, and reusable change logs.

1) Data Inputs (Power BI Fields)

Required

• Employee ID (employeeId): Unique ID for each node.
• Manager ID (managerId): Parent employee ID (reporting line).

Optional

• Name (name): Employee display name.
• Job Title (jobtitle): Role on the card.
• Colour (colour): Node/header colour (based on settings).
• Legend (legend): Category used in legend focus/filter.
• Legend Sort Key (legendSortKey): Custom legend sort order.
• Extra Details (Extra): Additional card attributes.
• Picture (Picture): Base64 image data for the card photo.
• Dotted-Line Relationship (dottedline): Secondary reporting lines.
• Line Style (linestyle): Connection style override.
• Cumulative Field (total): Primary rollup value.
• Secondary Cumulative (Totalalt): Secondary rollup/variance value.
• Employee Id Measure / Manager Id Measure: Measure-based IDs when needed.

JSON Examples

Dotted-line relationship example

[
  { "ManagerID": "E1", "Comment": "Replacing", "Color": "#FF0000" }
]

Multiple dotted-line connections

[
  { "ManagerID": "E173", "Comment": "Applied for Role" },
  { "ManagerID": "E63", "Comment": "Mentorship Link" }
]

Line style example

{
  "Type": "Dotted",
  "Thickness": "2",
  "Color": "Red"
}

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2) Main User Actions (Toolbar)

• Rearrange Nodes: Turn on drag mode, move nodes, then Done/Undo/Redo/Cancel.
• Add Node: Add a child record with details.
• Remove Node: Remove one node, or node plus hierarchy.
• Edit Node: Update details and/or manager.
• Links: Add or remove custom links.
• Expand / Collapse: Expand all, expand N levels, or collapse all.
• Layout: Horizontal/compact mode, orientation cycle, fit-to-screen.
• Search: Search with selectable field.
• Save/Load: Save locally, overwrite/delete, copy/load text logs.
• Export: Export to Excel or copy CSV/tab text.
• Print: Print current view or download PDF.
• Reset: Reset all interactive changes.

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3) Dialog Input Fields (What They Are For)

Add Employee (popupForm)

• Inputs: Employee ID (unique), Manager ID (valid parent), Name, Job, Colour, totals, legend, and extra fields.
• Submit checks ID rules, then creates the node.

Edit Employee (popupForm6)

• Inputs: Employee selector, new Manager ID, Name, Job, Colour, totals, legend/colour, and extra fields.
• Submit updates the node and writes to change log.

Remove Node (popupForm2)

• Input: Employee selector.
• Mode controls either single-node remove (children remapped) or full hierarchy remove.
• Submit applies deletion.

Create Link (popupForm3)

• Inputs: Source Employee ID, Target Employee ID, and Comment label.
• Submit adds connection line/label.

Remove Link (popupForm4)

• Input: Employee selector.
• Submit removes matching connection(s).

Expand N Levels (popupForm10)

• Input: Integer depth value.
• Submit expands to selected depth.

Export Data (popupForm8)

• Output field: textToExport.
• Select delimiter: CSV or tab.
• Run Generate Data, then Copy Data.

Save/Load Changes

• New Save: Enter a save name and store current action log.
• Saved table supports Load, Overwrite, and Delete actions.
• Copy Text Log: Copy serialized action log for sharing/archive.
• Load Text Log: Paste a prior log and submit to reapply edits.

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4) Keyboard Shortcuts & Accessibility

Chart Shortcuts

• +, =, or numpad Add: zoom in.
• -, _, or numpad Subtract: zoom out.
• 0: Fit/reset view.
• Shift + Arrow keys: pan chart.

Interaction & Accessibility Behavior

• Enter/Space on visual: move focus into controls.
• Enter/Space on legend item: focus chart by legend value.
• Escape: close the top-most dialog.
• Tab / Shift+Tab: keep focus inside open dialogs.

Formal accessibility documentation for this visual is available in the VPAT® 2.5 Rev EU (PDF) (Voluntary Product Accessibility Template, EN 301 549–oriented revision).

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5) Formatting Settings (Power BI Format Pane)

Settings are grouped under sections defined in capabilities.json.

Data Card

• Typography: Font family, text sizes, and colours.
• Spacing/Layout: Children margin, node margins, neighbour/pair spacing.
• Node Appearance: Background, border, rounding, width/height, card design.
• Value Labels: Cumulative prefix, ID prefix, thousands separator.
• Focus/Accessibility: Keyboard focus border colour and thickness.
• Feature Toggles: Move/add/edit/remove, mini menus, links, save/load, export, layout, print, reset, search, expanded-state cache.
• Orientation & Density: Visual orientation, text alignment, and density mode.
• Expand Behavior: Default expand level and auto-expand threshold.
• Expand Button Style: Width/height, text size/colour, border colour/thickness, and background.
• Navigation Button Color.
• Legend Order: Data order, A-Z, Z-A, colour value, or custom sort key.

Line Settings

• Line colour and thickness.
• Secondary connection style (square or rounded).
• Connection label position and label text colour.
• Special connection routing toggle.

Search Settings

• Default search field (Employee ID, Name, or Job Title).
• Search highlight colour and highlight thickness.

Zoom Settings

• Show or hide zoom +/- buttons.
• Show or hide arrow pan buttons.

Cumulative Settings

• Show zeros.
• Exclude self from cumulative values.
• Display unit: none/auto/K/M/B.
• Decimal places.
• Conditional formatting toggle and separate colour option.
• Show variance and variance prefix.
• Threshold percentage.
• Above/equal/below comparison colours.
• Show values in header and show second value in header.

Save And Export Settings

• Delete empty columns from generated export output.

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