Creating an Org Chart in Power BI: A Step-by-Step Guide

Read on to learn how to efficiently build an Org Chart in Power BI. Our article offers a straightforward approach to visualizing and managing your organizational hierarchy.

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Why not unlock the secrets of your organization's structure with a Org Chart in Power BI? Creating a Power BI organizational chart is more than just a visual task; it's a necessity for businesses aiming to streamline their operations and enhance communication.

This article will guide you through the steps to construct an organizational chart directly within Power BI, ensuring you can map out your company's hierarchy with ease and precision. With this knowledge, you'll be equipped to visualize relationships and reporting structures quickly, making it simpler to manage and analyze your team's dynamics.

Let's move forward and discover how to transform your data into a clear, informative org chart in Power BI, laying out a straightforward path to understanding and organization.

In this article
  1. How to Make an Org Chart in Power Bi
  2. How to Make Org Chart in EdrawMind for Free
  3. What is Wondershare EdrawMind
  4. Conclusion

Part 1. How to Make an Org Chart in Power Bi

Creating an Org Chart in Power BI might seem challenging at first, given that Power BI doesn't directly support hierarchical visuals like those you'd find in dedicated org chart tools. However, there's a workaround that leverages the platform's custom visuals to achieve a similar outcome.

By exploring these custom options, you can effectively map out your organization's structure within Power BI. Let's proceed to the steps on how to utilize these features, complemented by visuals, to construct your org chart.

Step 1. Importing Your Data

Once you've opened Power BI, look for the Excel Workbook option in the Home tab. Click on it to upload the Excel sheet that has your organizational data. Simple as that, you've laid the groundwork for your org chart! Now, with your data in place, you're all set to move on to the next phase of crafting your chart.

org chart power bi

Step 2. Loading Your Data

After your Excel file is imported, a new window will pop up showing the sheets available in your workbook. Click on the relevant sheet that contains your org chart data. Once highlighted, press the Load button to bring this data into Power BI. Now you've got all the pieces in place to start shaping your org chart.

org chart in power bi

Step 3. Visualize Your Data

Once the data is loaded, you'll see a Data section on the right side. Here, you will find boxes corresponding to different columns from your Excel sheet. Go ahead and check these boxes for the information you want to display in your workspace. It's like picking the ingredients for your org chart recipe.

select org charts

Step 4. Shape Your Chart

Now, to turn that data into a visual map of your organization, you'll need to click on the hierarchy symbol in the Visualizations pane. It looks a bit like a pyramid with lines connecting different levels. This is your ticket to transforming rows and columns into a clear, informative org chart.

edit org chart

Step 5. Saving Your Work

save org chart in power bi

After shaping your org chart, it’s time to save your project. Head over to File on the top menu, and click on Save As. It’s your choice where to keep the file—pick a spot that’s easy for you to remember. This way, you won't lose any of the hard work you've put into your org chart.

Part 2. How to Make Org Chart in EdrawMind for Free

Now, we're switching gears to EdrawMind, an intuitive tool that lets you create an Org Chart without any cost. If you're keen on a straightforward method with handy features, EdrawMind is a solid pick.

Ready to see how you can lay out your company's hierarchy with this free tool? Let's get started with the steps to guide you through each stage of making your Org Chart in EdrawMind.

Step 1. Start Crafting Your Org Chart

Get your EdrawMind opened up and click on Create to kick things off. Then, select Local Mind Map for a fresh start on your org chart creation journey. This sets the stage for you to build out your organization's structure from the ground up.

org chart power bi

Step 2. Choose a Template

Dive into the EdrawMind community of templates by clicking on Gallery and then search for organizational charts in the search bar. You'll see a variety of templates pop up. Take your pick from these to get a head start on your chart.

org chart template

Step 3. Personalize the Titles

To change the text in your org chart, simply double-click on any topic to edit it. A handy toolbar will appear, allowing you to style and personalize the text just the way you want it. Whether you're updating titles or adjusting details, it's all right there at your fingertips.

customize org charts

Step 4. Adjust the Structure

To modify how people are connected in your org chart, select the Relationship tool. It's there for you to draw new lines between roles, showing who reports to whom. Just a click, and you can map out the whole hierarchy clearly.

edit org charts

Step 5. Finalizing Your Chart

save org chart

To keep your work, hit Save As to save your chart. When you're ready to share it or use it in a presentation, click on Export. You can choose different formats for different needs—like an image or a PDF.

Part 3. What is Wondershare EdrawMind

Wondershare EdrawMind serves as a versatile tool for visual collaboration, catering to various needs from mind mapping to structured note-taking and efficient team management. This free online org chart maker tool simplifies the creation of organizational charts by providing an intuitive interface and a suite of customizable templates.

Its strength lies in the ease with which team members can work together, brainstorm, and map out organizational structures in real-time, from anywhere. With its availability across multiple platforms, EdrawMind ensures that whether you are at your desk or on the go, your organizational charts are just a few clicks away.

Key Features

  • Real-time Collaboration: EdrawMind facilitates simultaneous editing, where multiple users can work on the same document, ensuring teamwork flows without hitches, enhancing productivity.
  • Template Community: Access is provided to a vast reservoir of over 5,000 templates, offering diverse design options that cater to nearly every need and industry.
  • Import Flexibility: Users can import documents from a range of formats including but not limited to MindManager, XMind, and Word, which allows for seamless integration of existing materials into their EdrawMind workspace.
  • Export Versatility: The platform supports exporting to formats like Graphics, PDF, and Word, making it easy to distribute and present mind maps in various professional formats.
  • Multi-Platform Accessibility: EdrawMind prides itself on its cross-platform availability, ensuring users can access their work on Windows, Mac, Linux, web browsers, iOS, and Android devices, promoting a flexible working environment.

Reasons to Choose

  • Simple: Crafting an org chart is a breeze with EdrawMind. The intuitive drag-and-drop interface simplifies the complex task of chart creation, turning what could be a tedious process into a straightforward one.
  • User-friendly: Even those new to mind mapping can navigate EdrawMind with ease. The clear layout and accessible tools mean that creating a detailed org chart doesn’t require advanced technical skills.
  • Affordable: EdrawMind's pricing structure is designed to be budget-friendly, offering various plans that provide great value for the features they include. This makes it accessible to individuals and businesses alike, even offering a comprehensive free version.
  • Cross-platform Compatibility: Whether you're on Windows, macOS, iOS, Android, or Linux, EdrawMind's got you covered. This compatibility ensures a seamless experience across all your devices, facilitating flexible work habits and collaboration.
edrawmind org chart

Software Rating

Pricing Plans

EdrawMind offers the following pricing plans:

  • Subscription Plan: $59
  • Perpetual Plan: $118 (one-time payment)
  • Perpetual Bundle Plan: $245 (one-time payment)

Moreover, it is crucial for users to visit the official pricing page of EdrawMind to get the latest pricing updates and offers.

Conclusion

Diving into the depths of your company's hierarchy has never been simpler, thanks to the tools we've discussed. Whether you choose to map out an Org Chart in Power BI or opt for the straightforward simplicity of EdrawMind, you’re equipped with the knowledge to do both.

For those who prioritize collaboration, flexibility, and user-friendly interfaces, EdrawMind stands as a commendable choice for creating organizational charts. With its robust features and accessible design, it's ready to meet your org chart needs across any platform you’re on. EdrawMind is just the tool to bring clarity to your company's structure with an effective Power BI org chart.

So, why not give it a whirl and see the impact of well-organized information at your fingertips? Who knows, it might just be the decision that reshapes your approach to organizational management. Try it out today!

EdrawMind logoEdrawMind Apps
Outline & Presentation Mode
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22 structures & 47 themes
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edrawmax logoEdrawMind Online
Outline & Presentation Mode
Real-time collaboration
22 structures & 47 themes
5,000+ free templates & 750+ cliparts
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Generate mind maps, slides, and more with AI

Sarah Jones
Sarah Jones Jul 02, 24
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