How to Create an Organisation Chart on Tableau - My Way

 

There may be better ways to create an org chart, but here is my way to making it on Tableau.

Steps 1-8: Follow My Way in Creating a Dendrogram

  • Click on the above link to find out how to create the lines needed for this chart
  • This tutorial uses these 2 tables from 2 separate Excel sheets but only uses the sheet named "Line" for the first 8 steps
  • Do not start from 0 on the axes as the bar chart border will appear


Step 9: Import the Sheet Named "Node" and Create a Relationship Using "Height" and "Place"

 Step 10: Drag Pills into Places
  • Make the pills Continous Dimension
  • Make the axes "Dual Axis"
  • Synchronise the axes 
  • Have the pill "Place (Node)" be in front of "Place"
  • Change the Marks Card to "Square"
  • Adjust the Size to wrap around the words

Step 11: Make it a Dashboard
  • Create a new dashboard
  • Drag the sheet over
  • Bring a floating blank title to cover the lines at the bottom



Step 12: Publish Your Org Chart!