Introduction
The Organizational Chart by ChartPad is a custom Power BI visual for turning any hierarchy into an interactive tree of cards. Each row of your data becomes a card, each card is linked to its parent, and every card can carry a KPI, a target comparison, a trend sparkline, a photo, and a link out to another system.
Getting started
This page walks you from an empty report to a working org chart. No prior experience with custom visuals is required.
Data fields
The Org Chart is driven entirely by the fields you drag into its wells. This page explains every field: what it does, whether it's required, how many columns it accepts, and how to shape your data for it.
Hierarchy & layout
This page covers the shape of the chart: how the tree is built, which direction it runs, how much of it is visible, how cards are grouped into swimlanes, and how cards and connectors are sized.
KPIs, targets & trends
This is what separates the Org Chart from a plain hierarchy diagram: every card can carry a number, a comparison against a benchmark, a colour-coded status, and its own history.
Card content & styling
This page covers what goes on a card beyond the KPI — text, images, links, accent colours — and how the whole chart is themed.
Interactivity & navigation
How people move around the chart and how it talks to the rest of your report.
Use cases
The Org Chart draws any parent–child structure, so it isn't only for reporting lines. This page gives the data shape and the field mapping for the six patterns report editors build most often.
Formatting reference
Every setting in the Org Chart's Format pane (the paint-roller icon), card by card, with its range and default. For task-based walkthroughs, follow the links at the end of each section.
Troubleshooting & FAQ
Common symptoms, what causes them, and how to fix them.
Licensing & support
How licensing works
Changelog
A summary of the main releases of the ChartPad Organizational Chart, with new features and bug fixes for each version. The most recent release is listed first.