Save Filtered Views in SharePoint Org Chart by Department, Team, Location, and More

Filtered views in Plumsail Org Chart let you focus on what matters most. If you often need to filter Org Chart by department, team, location, or role — Views let you save these filters and switch between them with a single click.

In this article, we'll go over common use cases and show how to create and manage filtered views.

Further in the article:

• What are Views in SharePoint Org Chart?
• How to create and manage filtered views in Org Chart
  • Create views with departments
  • Create views with departments and leads
  • Filter employees by location using JavaScript
• Get started with Plumsail Org Chart

What are Views in SharePoint Org Chart?

Views are saved filters that let you quickly switch between different perspectives of your organization. In the Org Chart, Views appear as tabs, each displaying a chart based on a starting employee and specific filtering conditions.

The key benefits of using Views are:

• No need to set filters every time
• Create different Views for roles or tasks
• Quickly switch between teams or departments

How to create and manage filtered views in Org Chart

To create views, start by downloading Plumsail Org Chart for SharePoint and follow the installation guide. Then open the Org Chart configuration wizard and select your data source.

Let’s begin by creating a view for a specific department, and then add more views with different filtering conditions.

Create views with departments

After selecting the data source, switch to the Views tab in the configuration wizard:

By default, there is one default view and no additional views. To add a view for specific department, follow the steps:

1. Click the + Add view button and name the view.
2. In the field Start structure from employee, type the name of a root employee and Org Chart will automatically find the person. In this case, Anil Mittal will be the root employee of the tree:

3. To set up Org Chart to show only employees from the Financial department:

• click + Add condition,
• select a data source field (e.g., Department),
• set an operator (e.g., contains),
• enter a value (e.g., financial).

It is required to specify a root employee when using the filtration conditions. All subordinates must meet the conditions to appear, but the root employee is not subject to them.

In this example, Org Chart checks if the Department field contains "financial" and starts the chart from Anil Mittal.

This is the result we have after applying the settings:

There are two tabs:

• Financial is our custom view with the filtering,
• All company shows an entire structure from the data source.

Create views with departments and leads

You can add more views with multiple conditions and specify whether employees must meet Any or All of them.

Let’s create a view showing only leads from the Marketing department. In this case the view settings look like this:

Now there are two conditions:

• Department contains Marketing
• Job Title contains Lead

We also select the All parameter to get results when both conditions are met.

The rendered chart will be the following:

You can freely combine conditions to create more complex filtering options and customize the views. It's also possible to change the order of views in the web part. Check out the detailed explanation of the Views feature in the user guide.

Filter employees by location using JavaScript

Let's say the company has several locations and we want to add a view with all employees from the Information Technology department who work at a specific location (e.g., Miami).

You can build more complex filtration rules using the JavaScript method

api.filtrationRules["{{viewID}}"] 

The steps are:

1. Create a new view, select starting employee, and copy the view's ID:

2. Go to the Custom code step of the configuration wizard and switch to the JavaScript tab:

3. Add the code and save the settings:

api.filtrationRules["aa87a150-0451-4c03-934a-017f19019a2d"] = (itemData) => {
    return itemData["Location"].contains("Miami") && itemData["Department"] == "Information Technology";
}

The JavaScript method returns true if the location contains "Miami" and the department is "Information Technology". Also, the changes are applied to a view with ID aa87a150-0451-4c03-934a-017f19019a2d, which was copied in the first step.

And we have the result. The tab IT (Miami office) shows all IT employees located in Miami:

Check out the full documentation for the JavaScript method in the Org Chart documentation.

Get started with Plumsail Org Chart

Plumsail Org Chart offers powerful tools to create customized views. Whether you want to highlight specific departments, roles, locations, or teams, the flexible filtering options, combined with advanced JavaScript support, make it easy to build the exact view you need.

Download Plumsail Org Chart today and enjoy a one-month free trial!

Need a quick walkthrough? Schedule a 15-minute demo call with our specialist to discuss any questions.