User guides

Creating and Using Filters

Filters allow the end-users of your organization chart to narrow down or highlight the information that they can see. Filters are special type of Conditional Formatting Rule.
This is a powerful feature that allows staff to quickly view the parts of the organization chart they are interested in, without having to create individual charts for each user.
Typical usages of filters are to:
  • Display an organization chart by country;
  • Display an organizatoin chart by discipline;
  • or temporarily hide certain role types ( for example contractors) from the organization chart.
In this guide we start with a basic chart created from the "Demonstration Data Source".