Organizational charts are essential tools for visualizing the structure of teams and organizations. They help to showcase relationships between different roles or departments, making it easier to understand the chain of command or responsibilities. Using Jedox, you can create a dynamic and interactive organizational chart that automatically updates with changes from your spreadsheet data.

Simple Organizational Chart

Why Use an Organizational Chart?

Organizational charts can be used for:

  • Visualizing Team Structures: Understand how teams and departments are organized.
  • Presenting Hierarchies: Show the chain of command or reporting lines.
  • Onboarding New Employees: Help new hires quickly familiarize themselves with the organization.

How to Create a Dynamic Chart in Jedox

With Jedox widgets, creating an organizational chart becomes an easy process. Widgets allow you to dynamically pass spreadsheet data into an HTML/JavaScript code snippet to render visualizations.

Here’s an example:

  1. Spreadsheet Setup: Organize your data in a parent-child format. Usually, this is the data that comes from Dimension. For this example, we will copy bellow table into dimension “OrgStructure” which will be used in the spreadsheet and from where we will read and pass the data.

This data defines relationships between roles or departments.

2. HTML and JavaScript Code: Write a widget that reads this spreadsheet data and builds the chart dynamically. The code will use params (a pre-defined JavaScript variable) to access data from your spreadsheet. Check this for more info: https://knowledgebase.jedox.com/jedox/jedox-web/widget-values.htm

3. Styling and Interaction: Add CSS to style the chart with corporate colors, hover effects, and lines connecting the nodes. You can also enable interaction to hide/show child nodes when clicked. You can always use CHATGPT to change the CSS and look of this widget.

Benefits of Dynamic Charts

  • Always Up-to-Date: Changes in the spreadsheet automatically reflect in the chart.
  • Interactive: Users can click on nodes to explore or collapse sections.
  • Customizable: Easily style the chart to align with your organization’s branding.

With this approach, you can efficiently visualize and maintain your organizational structure using Jedox. A small investment in setting up this chart can save time and reduce confusion, making it a valuable addition to any workflow.

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