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Jennell_McIntire
Employee
Employee

With the Qlik Sense April 2020 release, the Org Chart was added to the Qlik Visualization bundle. The Org chart provides a way to visualize hierarchies in your data. In this blog post, I will review how easy it is to create an Org chart provided you have the hierarchical data structure in your data model. Below is a snapshot from an Excel file that was loaded. It has the employees within a company and who each person reports to.

hierarchy.png

The things to note in this file are:

  1. Every employee has a unique Employee ID.
  2. The Manager ID is the Employee ID of the employee’s manager.

This spreadsheet is designed to go 5 levels deep (EmpName 1 through EmpName5) but additional columns can be added or removed as needed. Other supporting employee data can also be added to the data model to use in the org chart or in other charts in the app.

To begin, add the Org chart to a sheet. The Org chart takes 2 dimensions and 1 measure. The first dimension added is EmployeeID. In the Org chart, each employee will have their own card. In the properties for the EmployeeID dimension, other information that you would like to show on the card for each employee can be added.

card.png

In this example, the card title has been set to EmployeeName, the sub-title to the employee’s title and the card description to the employee’s salary. There are some colors loaded in the data model so the field, Color2, was selected coloring the cards by the employee’s title. The second dimension added to the Org chart is the Reports To field. This field stores the EmployeeID of the employee’s manager like the ManagerID field. There is also the option to add a measure. In this example, a measure was not added. If a measure is added, it will be visible when you hover over a card. That’s it – that is all that needs to be done to add an Org chart to your Qlik Sense app.

Now, let’s take a look at the Org chart. By default, the Org chart will show 2 levels when you come to the sheet.

default view.png

If an employee is a manager, there will be a number under their card indicating the number of employees that report directly to them. Clicking on that number will open the cards of their direct report(s). When there is a plus sign (+) that means that there are cards that are not visible. Once the cards of a manager are opened, it will turn into a minus sign (-) to indicate that the card is opened. This is visible in the image below.

org2.png

The Org chart provides an easy way to see the hierarchical structure within an organization. Users can zoom in and out in the chart as needed and Qlik Sense will handle closing cards if newly opened cards may overlap or get in the way. Check out this chart and other new features of the Qlik Sense April 2020 release in the resources listed below.

Demo: What's New - Qlik Sense April 2020
Video: What’s New – Qlik Sense April 2020
Video: April 2020 Feature Demonstration
Blog: Qlik Data Analytics Product Release - April 2020

Thanks,
Jennell

6 Comments
mayankraoka
Specialist
Specialist

Good one waiting for this...it will be good if we can add images as well..

6,476 Views
ForgotMyOldUsername
Contributor III
Contributor III

This is a really useful chart!

Are there plans to add more control over display? For example, 'expand all', and for those that like to export the data from the charts  - include labels etc in the data-export?

Right now the output is just the id pairs  , which isn't too helpful without the labels! 🙂

 

 

 

2,746 Views
ALEX1977ALEX
Partner - Creator
Partner - Creator

Hello 

i try to center my text on this card but i failed

while  option/developer , i added 

"font": {
"align": "center"
},

i 'm facing an issue on this object

 

2,526 Views
ks20
Contributor III
Contributor III

Hello @Jennell_McIntire ,

 

Can you please share code for colors loaded in the data model so the field, Color2, was selected coloring the cards by the employee’s title?

Thank you

1,302 Views
Jennell_McIntire
Employee
Employee

@ks20 Here the colors used for the org chart based on the employee's title.

Apr20_Title Color1 Color2
Account Manager #FFE3AA #006580
Global Sales Department #aaaaaa #BAC2CE
Network Manager #8e477d #005CB9
Operator/Clerk #f8981d #006937
President #77B7E5 #009845
Product Manager #ED875E #870064
Products and RD Department #aaaaaa #B7F0EE
Sales Coordinator #F9BD7E #10CFC9
Sales Manager #B4DDF7 #1C355E
Sales Representative #E6F5FE #244B5A
Storeman #D24D3E #655DC6
Systems Manager #7db8da #C4CFDA
1,267 Views
ks20
Contributor III
Contributor III

Thank you @Jennell_McIntire . However, is there any other way to create a dynamic color hierarchy to org chart?

1,226 Views