Docs · Visuals
Tree guide
The whole organisation on one page, and the team you’re looking for.
Fields
| Field well | What to put in it |
|---|---|
| Unit or person | A unique id per box, such as a unit code or employee number. |
| Reports to | The id of the box above. Leave it blank for the top. |
| Name and Subtitle | Optional: the two lines on the card. |
| Value | Optional: a number per box, such as headcount or cost. Cards show it for the box and everyone below, or for the box alone. |
| Colour by (Pro) | A field to colour the cards by, such as division or location. |
| Tooltips | Optional: more measures to show on hover. |
Set it up
- Add Tree to the report page (see Install the visuals) and drag in the fields above.
- In Format › Layout, choose how many levels are open when the report opens, the order of the boxes (by name, by value or as sorted in the data), and when teams stack in a column.
- In Format › Cards, show the value for the box and everyone below it, or for the box alone. Branches you open or close are saved in the report.
In the report
- Drag to move around, scroll to zoom, or use the zoom and fit buttons.
- Hover a card for its value with and without the boxes below, how many boxes are below it, and your tooltip measures.
- Click a card to filter the rest of the report to that unit and everyone below it (or just the unit); Ctrl+click to pick several.
- When you select something in another visual, Tree keeps the whole chart and dims the boxes that don’t match.
- The measure’s number format, light or dark background and high-contrast mode.
- Tab into the chart and move with the arrow keys; Enter selects, Space opens or closes a branch. Screen readers get each card as an item in a tree with its level.
- The format pane and messages are in English and Norwegian.
Pro features
- Large organisations: more than 250 boxes, up to 30,000
- Colour by field: cards coloured by division, location or any field, with a legend
- Export view: every branch open and the whole tree fitted, for PDF, PowerPoint and printing
Pro features need a licence key for Tree or Everything, or a 14-day trial key. Without a valid key, Tree shows the top 250 boxes level by level, plain cards and the normal view, with a short notice above the chart and a “Try Pro free” button. Everything else keeps working. See Add your licence key.
Something not right?
Check Questions and answers, or write to support@getgrafpoint.com saying which visual and where the report runs (Desktop, the Power BI service or Report Server), with a screenshot made with sample data.