Org. Chart App (SPFx)
Great-looking & highly customizable Organization Chart!
Get the most out of your SharePoint Online organization chart!
Replace static organization charts with real time, interactive, user-friendly & highly customizable organization chart software!
Display your organization chart based on various data sources including:
- SharePoint list
- MS Excel file
- Azure AD (using Graph API)
- SharePoint Profile Service
This allows you to easily implement your Org. chart, no matter where your data resides!
You can now add the KWizCom Org. Chart App (SPFx) to your Microsoft Teams!
Easily include the required OBS scope in your team, department or any other Teams work space.
Do you have hundreds or thousands of employees in your organization?
Configure your filters to enable end-users quickly find employees by any property.
You can configure horizontal/vertical layout per-employee.
This allows you to have full control over the exact layout of the Org. chart: if you have many staff members reporting to the same manager, you can display them vertically and avoid horizontal scrollbars in your chart.
The Persona card shows clearly a selected employee’s manager, peers and staff.
Easily and quickly highlight your data with icons and fore/back colors, according to various logic conditions.
Select how you would like to mark employees as “Assistant” to be displayed in the Org. chart (shape, color).
Support for employees that have more than one manager to whom they report.
Employee card includes various common actions such as Email and Phone Call, but the really nice thing is that you can add your own custom actions and make the employee card match your exact requirements!
The most common scenarios for using the SharePoint Org. chart are:
- Department/Corporate org. chart – especially in large organizations, sometimes it is not that easy to find the right contact. The Org. chart provides a clear view that enables finding the right contact by his name, role, his/her manager etc.
- Corporate phonebook – many organizations keep employee information in their HR system, which is external to SharePoint, so in this case employees might find themselves having to work with multiple systems just to get that small piece of information about a fellow worker. With the Org. chart web part you can display employee information taken from external system, integrated into your SharePoint portal page.
- Clear display of hierarchical data – not just for organization hierarchy, but for any other hierarchy which is stored in your excel files or SharePoint lists.
Key Features & Benefits
| Feature | Org. Chart App STD. | Org. Chart App PRO. |
|---|---|---|
| Connect to SharePoint lists | ||
| Connect to Excel files | ||
| Organization Breakdown Structure (OBS) view | ||
| Persona Cards view | ||
| Configurable horizontal/vertical layout per-employee | ||
| Zoom-in/out | ||
| Customizable look & feel using CSS and knockout | ||
| Customizable employee card actions using knockout | ||
| Can be added to Microsoft Teams | ||
| Connect to Azure AD | ||
| Connect to SharePoint Profile Service | ||
| Configurable Filters | ||
| Conditional formatting (apply different colors & icons according to various employee properties such as job title, branch etc. ) | ||
| Legend control | ||
| Multiple parents | ||
| “Assistant” employee type |
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Primary Version
| Version | 1.0.12 Build 124 |
| Base version | 1.0.12 Build 123 |
| Release date | Oct-18-2020 |
Version 1.0.12 Build 124, Oct-18-2020
| 6763 | Added: Sync with Data View Plus app version |
Version 1.0.12 Build 123, Oct-11-2020
| 6822 | Fixed: Hide rule by the conditional formatting not working when saving filter (Excel) |
Version 1.0.12 Build 121, Jun-22-2020
| 6763 | Added: Sync with Data View Plus app version |
Version 1.0.12 Build 120, Jun-01-2020
| 6755 | Fixed: On slow networks Org. Chart App with User profile stopped working |
Version 1.0.12 Build 118, May-16-2020
| 6675 | Added: improve load time when switching to Edit mode |
Version 1.0.12 Build 116, Apr-30-2020
| 5100A | Added: sync with Data View Plus app version |
Version 1.0.12 Build 115, Apr-22-2020
| 6584 | Fixed: Changing the Theme using the 3 dot menu will not change it on edit mode |
| 6585 | Fixed: Changing the Theme using the 3 dot menu will not change the assistant template look |
Version 1.0.12 Build 113, Mar-11-2020
| 6437 | Fixed: User profile service sometimes does not load images in org. chart |
| 6458 | Fixed: Can't edit the settings after publishing |
Version 1.0.12 Build 107, Jan-14-2020
| 5200A | Added: sync with Data View Plus app version |
Version 1.0.12 Build 104, Dec-24-2019
| 5200A | Added: sync with Data View Plus app version |
Version 1.0.12 Build 99, Dec-12-2019
| 6348 | Fixed: 3-lines template does not display 3 lines of data |
Version 1.0.12 Build 97, Nov-28-2019
| 6322 | Added: Open employee card when clicking the employee chart node |
Version 1.0.12 Build 93, Nov-07-2019
| 6316 | Added: Optionally get only list view columns (performance improvements) |
Version 1.0.12 Build 92, Oct-20-2019
| 5200A | Added: sync with Data View Plus app version |
Version 1.0.12 Build 91, Oct-10-2019
| 6135 | Added: Support SharePoint 2019 Server |
Version 1.0.12 Build 87, Jul-26-2019
| 6120 | Added: Add info for "Reports to" property |
| 6159 | Added: Expand tree for export |
Version 1.0.11 Build 84, Jun-12-2019
| 6119 | Added: support Manager/Reports To Lookup columns |
Version 1.0.11 Build 80, May-28-2019
| 5200A | Added: sync with Data View Plus app version |
Version 1.0.11 Build 77, May-08-2019
| 5200A | Added: sync with Data View Plus app version |
Version 1.0.11 Build 75, Apr-24-2019
| 5200A | Added: sync with Data View Plus app version |
Version 1.0.11 Build 73, Apr-03-2019
| 5200A | Added: sync with Data View Plus app version |
Version 1.0.11 Build 73, Apr-03-2019
| 5200A | Added: sync with Data View Plus app version |
Version 1.0.11 Build 72, Mar-29-2019
| 6003A | Added: Add new Org. chart control |
| 6004A | Added: Support multiple parents |
| 6005A | Added: Support "Assistant" employee type |
| 6006A | Added: Add conditional formatting |
Version 1.0.11 Build 61, Feb-20-2019
| 5200A | Added: sync with Data View Plus version |
Version 1.0.10 Build 59, Jan-25-2019
| 5945 | Added: for large excel files SharePoint's the built-in service returns nothing, in this case fall back to Graph API |
Version 1.0.10 Build 57, Dec-31-2018
| 5917 | Fixed: zooming in/out resets chart location and closes all expanded nodes |
Version 1.0.0.9 Build 54, Oct-24-2018
| 5201A | Improved: When finding an employee (using custom filters), shows the found employee's manager and staff as well |
Version 1.0.0.9 Build 52, Oct-20-2018
| 5200A | Added: Sync with Data View Plus app |
Version 1.0.0.8 Build 49, Sep-21-2018
| 5200A | Added: Sync with Data View Plus app |
Version 1.0.0.7 Build 45, Aug-22-2018
| 5100A | Added: Sync with Data View Plus app |
Version 1.0.0.7 Build 32, Jun-28-2018 - Base version
| This client-side web part is part of the KWizCom Data View Tools package (SPFx) for SharePoint Online/2019 Server. |
Adding this client-side web part to your site is done in 2 steps:
- Add the kwizcom-data-view-tools solution package to your organization’s App Catalog
- Add the web part to your page
Add the kwizcom-data-view-tools package to your organization’s App Catalog
The App Catalog is the place where all apps used by the organization are managed.
Adding solution packages to the App Catalog is done by the Tenant Admin.
(To learn more about how to manage your company’s App Catalog, please refer to the relevant Microsoft documentation for SharePoint On-Premises and for SharePoint Online)
Add the kwizcom-data-view-tools solution package to your App Catalog by following these steps:
| 1. | For SharePoint Online – Download this zip file. For SharePoint Server 2019 – Download this zip file. |
| 2. | Upload the package extracted from the zip file to the “Apps for SharePoint” library in your App Catalog site:
After uploading the package, SharePoint will display a dialog and ask you to trust the client-side solution to deploy:
Check the “Make this solution available to all sites in the organization” and click “Deploy”. |
Add the web part to a page
After the kwizcom-data-view-tools package was uploaded and deployed to your organization’s App Catalog, users can add the web part to pages:
| 1. | Edit the page. |
| 2. | In a modern page, Click the “+” button in the zone where you want to add the web part (Add a new web part). |
| 3. | Click the web part you want to add:
|
| 4. | After you click the web part you wish to add (in the screenshot below it’s List Aggregator), you will see all web parts which are part of the KWizCom Data View Tools package:
Click the Edit web part icon to start configuring your web part (or switch to one of the other web parts if you wish to check them out). |
Update your installed app with a new version
When a new app build is released there is no need to re-install the solution package.
All you have to do is clean your browser’s cache and close all browser windows and then re-visit the page that includes the web part.
This will update your installed app with the new version’s javascript files.
Documentation & Tools
| Description | |
|---|---|
| Description: User Guide | DOWNLOAD |
Org. Chart App STD. Annual Subscription
| #Users | SKU | Price | Payment Type | Action |
|---|---|---|---|---|
| #Users : Up to 100 | SKU: ASORGS-100 | Price: $690 | Payment Type: Annual | Get a Quote |
| #Users : 101 to 1000 | SKU: ASORGS-1000 | Price: $690+$1.2/user | Payment Type: Annual | Get a Quote |
Org. Chart App PRO. Annual Subscription
| #Users | SKU | Price | Payment Type | Action |
|---|---|---|---|---|
| #Users : Up to 100 | SKU: ASORGP-100 | Price: $850 | Payment Type: Annual | Get a Quote |
| #Users : 101 to 1000 | SKU: ASORGP-1000 | Price: $850+$1.5/user | Payment Type: Annual | Get a Quote |
| Subscription includes: ✓ Unlimited site collections ✓ 1 login domain ✓ Version upgrades and technical support included |
|
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