Inquiry About Using Layers in Organizational Chart

Hi ​@Levente Batiz,

From what I could see on topics raised within the community, it seems that the Org Chart is in a layer of its own, which means you can’t create additional layers in which you would like to separate teams.

What ​@Phillip W suggested on that topic, was to split (if possible based of the requirements you have at work) each department/team into separate pages instead of having the entire org chart in one page. This way you have one layout per team/dpt.

You could always try to create a group view if you want to see who has which employee field but other than this I doubt it’s going to help you. You can try this resource guide just in case.

When I do an org chart I tend to combine LucidChart and LucidSpark where I build up my entire chart in LucidChart, I do the spacing I need and setup the layout I am looking for and then I use LucidSpark to color customize my org chart in a way you can visually see the difference between teams.

Hope this would help, I doubt it’s related to Smart Shapes. Smart Containers could also help you navigate your org chart if applicable.

Have a great day,

Stéphan

Hello Stéphan,

Thank you for your response and for the suggestions! I appreciate the insight.

The goal is to have an organizational chart that will later be embedded in SharePoint. If I split the org chart into different sheets for each department, how would that look once embedded?

Would users in SharePoint be able to easily switch between the sheets within the embedded view, or would they have to open each sheet separately in Lucidchart?

To be honest, this whole situation is a bit frustrating. I specifically got a Lucidchart subscription because I wanted to use features like Expand/Collapse or at least manage visibility with Layers, but neither seems to be a viable solution. Once embedded, the chart behaves like a static PDF, which is far from dynamic and not what I expected.

I’d really like to find a way to make this work without losing interactivity. Any further advice on how to achieve this would be greatly appreciated.

Looking forward to your thoughts on this!

Best regards,

Batiz Levente

I understand the frustration but what kind of integration within SharePoint do you have? I assume you have this one: Lucidchart for SharePoint

I think that on the embedding of a document you should be able to chose the page you want to display.

I haven’t use that specific integration app but I assume you can’t navigate that much through it. If you could try and let me know of the results.

It may not be the best way forward but I think it could suit your use case if you were to simply organize your SharePoint hierarchy tree around org charts where you can embed the overall one and create sub-pages for each team where you embed the team specific org chart with details around what the team does and in what type of work they are involved in, you can also distribute the members with group split on certain employee fields depending on your database.

I tend to do similar things on Confluence. Otherwise don’t embed just export it as a PDF/PNG and add it in a file folder in SharePoint.