⭐ Create a Supervisor/Team Slicer for the Org Chart Visual

You can filter your Org Chart by team or supervisor by creating a separate Supervisor/Team table and using it as a slicer. Follow the steps below to set this up in your own Power BI report.

Step 1 — Create the Supervisor/Team Table

Use the example report provided: TeamFilter.pbix. It contains a Power Query script that automatically generates a Supervisor/Team table from your data.

  1. Open the example report.
  2. Go to Transform Data → Power Query Editor.
  3. Open Advanced Editor. M Code
  4. Copy the full Power Query code shown.

Step 2 — Add the Code to Your Report

  1. Open your own Power BI report.
  2. Go to Transform Data → Power Query Editor.
  3. Create a New Query → Blank Query.
  4. Open Advanced Editor, paste the code, and update the column names to match your dataset.
  5. Click Close & Apply.

📄 Supervisor/Team Table – Power Query (M Code)

let
    // === Part 1 ===
    Source = Headcount,
    RemovedOtherColumns = Table.SelectColumns(Source, {"Name", "Manager ID", "Employee ID"}),
    ChangedType = Table.TransformColumnTypes(RemovedOtherColumns, {{"Manager ID", type text}, {"Employee ID", type text}}),

    // Keep a copy of this cleaned table to reuse (like "Part 1")
    BaseTable = ChangedType,

    // === Part 1 (2): Merge to get Manager Name ===
    MergedWithSelf = Table.NestedJoin(ChangedType, {"Manager ID"}, BaseTable, {"Employee ID"}, "ManagerDetails", JoinKind.LeftOuter),
    ExpandedManager = Table.ExpandTableColumn(MergedWithSelf, "ManagerDetails", {"Name"}, {"Manager Name"}),

    // === Query 2: Count reports per Manager ID ===
    ReportCounts = Table.Group(BaseTable, {"Manager ID"}, {{"DirectReportCount", each Table.RowCount(_), Int64.Type}}),

    // === Part 1 (3): Self-managed entries (Manager ID = Employee ID) ===
    DuplicatedID = Table.DuplicateColumn(ChangedType, "Employee ID", "Employee ID - Copy"),
    RemoveManagerID = Table.RemoveColumns(DuplicatedID, {"Manager ID"}),
    RenameCopyToManagerID = Table.RenameColumns(RemoveManagerID, {{"Employee ID - Copy", "Manager ID"}}),
    RemoveNameColumn = Table.RemoveColumns(RenameCopyToManagerID, {"Name"}),

    SelfManagedMerged = Table.NestedJoin(RenameCopyToManagerID, {"Manager ID"}, BaseTable, {"Employee ID"}, "ManagerDetails", JoinKind.LeftOuter),
    SelfManagedExpanded = Table.ExpandTableColumn(SelfManagedMerged, "ManagerDetails", {"Name"}, {"Manager Name"}),

    // Append self-managed and manager-merged rows
    AppendedTable = Table.Combine({SelfManagedExpanded, ExpandedManager}),

    // Sort alphabetically by Manager Name (optional)
    SortedOutput = Table.Sort(AppendedTable, {{"Manager Name", Order.Ascending}}),

    // Join with report counts
    FinalMerged = Table.NestedJoin(SortedOutput, {"Manager ID"}, ReportCounts, {"Manager ID"}, "Counts", JoinKind.LeftOuter),
    ExpandedCounts = Table.ExpandTableColumn(FinalMerged, "Counts", {"DirectReportCount"}),

    // Final output columns (customize as needed)
    FinalOutput = ExpandedCounts,
    #"Removed Columns" = Table.RemoveColumns(FinalOutput,{"Name", "Manager ID"})
in
    #"Removed Columns"

Step 3 — Create the Relationship

Connect the new Supervisor/Team table to your main dataset.

  1. Go to Model View.
  2. Drag the Team or Supervisor column from the new table onto the matching ID column in your main table.
    M Code

Step 4 — Add the Slicer

  1. Insert a Slicer visual onto your report page.
  2. Add the Team or Supervisor field from the new table into the slicer.
    M Code