Enhance your org chart by adding filters to streamline visualizations and simplify complex structures. Create org chart filters based on columns within your data (e.g., Role, Location, Name...) and define them using conditions.

Add a filter

1. Open the Org Chart contextual panel
2. Navigate to the “Data” tab
3. Click “Add New Filter” or the plus button
4. Select your key column, add conditions, and input values if applicable
5. Click “Save” to apply your filters 🪄

You can incorporate multiple filters into your org chart, connecting them with AND/OR conditions.

OR

AND

For filter adjustments, hover over your filters to access edit and remove options.

Create Separate Org Charts

When importing your org chart data, the final step allows you to create separate org charts based on a specific column of your data. This step automatically adds filters to your org chart!

Note: When adding a shape to an org chart that contains filters, the shape will not appear if it does not fit within the filters. 

Let us know your tips, tricks, and use cases for org chart filters in the comments and check out these resources for more information! 

• Create an org chart
• Customizing org chart