Org Chart Drag and Drop

Design, explore, and optimize your organizational structure directly within Power BI. Model workforce scenarios, uncover insights, and communicate changes with clarity using a fully interactive, enterprise-ready org chart built for analytics.

Download the sample report to explore the full functionality of the visual within Power BI.
Watch our quick video overview here: Video Demo.

A licence is required for all users of the visual. For more information, see our FAQ page: Licenses.

Have questions? Reach out at irawatt@workforcevision.co.uk
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Key Features:

• Drag-and-Drop Org Design: Instantly restructure teams and reporting lines directly within your report.
• Scenario Planning & Comparison: Model, test, and refine workforce changes before implementation.
• Matrix Reporting (Dotted Lines): Support complex, multi-manager structures and real-world organizational relationships.
• Save, Load & Track Changes: Persist scenarios and export a full audit trail of structural changes.
• Export to Excel: Download change logs and scenario outputs for sharing and governance.
• Built-In Search & Navigation: Quickly locate employees and explore large organizations with ease.
• Rich Data Integration: Display headcount, costs, KPIs, and cumulative metrics within each node.
• Custom Node Styling: Highlight roles, departments, or performance using flexible formatting.
• Scalable Performance: Designed to handle large, complex hierarchies smoothly.
• State Persistence: Automatically resume where you left off between sessions.

Accessibility & Usability:

• Keyboard Navigation: Fully navigate, expand, collapse, and interact with the chart using keyboard controls.
• Screen Reader Support: Tested with screen readers (e.g. NVDA) with appropriate roles and labels applied.
• Inclusive Interaction Design: All core actions (including editing) are accessible via menus, not just drag-and-drop.
• WCAG Alignment: Designed to meet or partially meet WCAG 2.1 AA accessibility standards.

Enterprise-Ready & Secure:

• No External Data Transmission: Your data remains within your Power BI environment.
• Secure by Design: No external service calls or data transfer outside the report environment.
• Tenant-Aligned Operation: Operates entirely within the Power BI sandbox model.
• Regular Updates: Continuously maintained and improved with each release.

Use Cases:

• Org Structure Visibility: Explore and understand your hierarchy in a clear, interactive format.
• Organization Design & Restructuring
• Mergers & Acquisitions Integration
• Corporate Ownership & Entity Structures
• Product Breakdown Structures (PBS): Visualize products, components, and cost structures hierarchically.
• Identifying Inefficiencies & Span of Control Issues

Make faster, more confident workforce decisions with a secure, accessible, and data-driven view of your organization.