Org Chart Drag and Drop

WorkforceVision Org Chart Drag & Drop lets HR and finance teams design organisation structures directly in Power BI, drag-and-drop editing, scenario planning, matrix (dotted-line) reporting, and export to Excel, PDF, and SVG, all within your data model.

Questions, feature requests or want a Demo and help getting set up: irawatt@workforcevision.co.uk ·

Finalist, UK Business Tech Awards 2026, Best Use of Innovation. Trusted by 100+ organisations globally, including enterprises with 100,000+ employees.

Download the sample report to explore full functionality in Power BI. Watch the video demo.

A licence is required for all users. See Licensing and pricing for FAQs and assignment via Microsoft 365, or use our licence calculator to compare plans. LinkedIn

Key Features:
• Drag-and-Drop Org Design: Restructure teams and reporting lines in the report.
• Scenario Planning: Model changes, save per-user scenarios, and track a full audit trail.
• Matrix Reporting: Solid and dotted lines for complex, multi-manager structures.
• Branch Filtering & Search: Focus on branches and navigate large hierarchies with ease.
• Rich Node Data: Headcount, costs, KPIs, roles, and other bound fields on each card.
• Custom Styling & Legend: Icons, colours, borders, and a built-in legend for clarity.
• Export: Excel change logs; PDF (selectable text) and SVG (re-importable into Power BI).
• Built for Scale: Hundreds of nodes, auto-resume last view, and session state persistence.

Accessibility: Keyboard navigation, screen reader support (e.g. NVDA), menu-based editing, not only drag-and-drop. See our VPAT® 2.5 Rev EU (PDF).

Enterprise-Ready & Secure: Data stays in your Power BI tenant, no outbound calls or vendor backends. Data security overview.

Use Cases: Org visibility · Restructuring · M&A integration · Entity structures · Product breakdown structures (PBS) · Span of control analysis.

Make faster, more confident workforce decisions, without leaving Power BI.