You can manage how hierarchy cards display.
You can expand and zoom any section of the hierarchy card on display. Select an item in the hierarchy to drill down to the underlying list item. Use the menu items in the upper right corner to change your view of the card. The menu choices are:
- Top-down
- Bottom-up
- Right to left
- Left to right
- Expand
- Collapse
You can display the layout as compact or level-based. You can also expand or collapse the next row.
Charlotte Francois, a vice president, is selected in the example shown. She has a vice president named Jan Lazlo in her span of control. There's conditional formatting set for Span of Control Status. Jan has more than five direct reports, so the line item turns red with the warning Over HC (over headcount).
When you select a node it is highlighted and centered in the card. This selection also updates all other cards, so their context is set to be the same.
To change global parameter in this example hierarchy:
- Select a node. Here we drill down to Jan Lazlo's span of control, where the headcount limit is exceeded.
- Adjust the specific line item. Here we increase to eight direct reports.
You can review organization charts side-by-side. In the example below, a director of marketing is selected. On the right panel, you can select the hierarchy filter All Departments to get a visual comparison at a glance.
You can also review and arrange value driver trees with hierarchy cards. In this example, we see Net income as the value driver and the display options in the upper-right of the screen. This example uses a left to right flow for the hierarchy.
