Skip to main content
Solved

Org Chart Hierarchy setup

  • September 29, 2023
  • 4 replies
  • 317 views
Y
Newly Minted Pigmenteer
Forum|alt.badge.img+6
  • YaejisNewly Minted Pigmenteer
  • Newly Minted Pigmenteer
  • 30 replies

Hello!

I am trying to build an org chart for my company. 

Most part is good to go, but I noticed that the “Position <> Manager” metric for Reporting seems to confuse the overall structure at the end. 

When looking at below snapshot, I clicked the ‘Strategic Finance’ team and employee A” is our CFO. My goal is to show “B” and “C” employees underneath “A” employee only because this flow is for the “Strategic Finance” department, However, it’s showing +6 who are NOT part of “Strategic Finance” department. Is there any way to fix this?

 

Thanks!! 

 

 

Best answer by Chris

Gotcha!  
 

When you click on the number below a group card, it will expand to show you the cards that are under that group.   

So that +3 under strategic finance is showcasing employees A, B and C, because they are the employees under that group

 

When you click on the number below a reporting card, it will show you the cards that report to it.  
So the +6, is simply letting you know that those 6 individuals report to your CFO, its showing the Reporting hierarchy. 

 

 

Here is an example

Check out Fuzz Lightyear- this cat is part of the SA group but their Manager is part of the CSM group. 

So when I click on the  “SA” card , they show up because they are part of that group. There are three cards under this group, this is why you see 3.

 

When I expand from their manager, Catrick Swayze, they will show up under that card. You’ll also notice when I hover over Fuzz, you can see the lines highlighting Catrick Swayze and SA

 

View original
Did this topic help you find an answer to your question?

4 replies

Chris
Forum|alt.badge.img+14
  • Chris
  • Keen Learner
  • 385 replies
  • September 29, 2023

Hi @Yaejis,

 

When you look at your reporting Metric, “Position <> Manager”,  When you see the the item used to represent Employee  B and C, is the your CFO (A) listed as the value within that Metric?


Also for the 6+, that are used for your Group Metric, do they have Strategic finance listed? 

 

Thanks,

Chris 

Chris
Y
Newly Minted Pigmenteer
Forum|alt.badge.img+6
  • YaejisNewly Minted Pigmenteer
  • Author
  • Newly Minted Pigmenteer
  • 30 replies
  • September 29, 2023

Hi @Chris,

 

 Actually, B reports to VP of Finance who is NOT in the Strategic Finance and C reports to B.

So maybe that’s why B and C cannot be underneath the CFO (A). This part make sense now! 

 

For 2nd question - No, 6+ ‘s team are not Strategic Finance but their reporting manager is CFO (A). 

 

Chris
Forum|alt.badge.img+14
  • Chris
  • Keen Learner
  • 385 replies
  • Answer
  • September 29, 2023

Gotcha!  
 

When you click on the number below a group card, it will expand to show you the cards that are under that group.   

So that +3 under strategic finance is showcasing employees A, B and C, because they are the employees under that group

 

When you click on the number below a reporting card, it will show you the cards that report to it.  
So the +6, is simply letting you know that those 6 individuals report to your CFO, its showing the Reporting hierarchy. 

 

 

Here is an example

Check out Fuzz Lightyear- this cat is part of the SA group but their Manager is part of the CSM group. 

So when I click on the  “SA” card , they show up because they are part of that group. There are three cards under this group, this is why you see 3.

 

When I expand from their manager, Catrick Swayze, they will show up under that card. You’ll also notice when I hover over Fuzz, you can see the lines highlighting Catrick Swayze and SA

 

Chris
Benji
1 person likes this
  • Benji
    Benji
Y
Newly Minted Pigmenteer
Forum|alt.badge.img+6
  • YaejisNewly Minted Pigmenteer
  • Author
  • Newly Minted Pigmenteer
  • 30 replies
  • September 29, 2023

Make sense. Thanks Chris! 

Chris
Benji
2 people like this
  • Chris
    Chris
  • Benji
    Benji

Reply


Most helpful members this week

Ask your question here!

Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings