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Organization Chart Generator

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4 Mar 2008CPOL5 min read 389.3K   12.6K   110   112
An article on the development of an Organization Chart generator
Screenshot - Orgchart.jpg

Introduction

Due to various issues, this version was rewritten. The article for it can be found here.

Many organizations (or sub organizations, such as departments, teams, etc.) have Intranet sites which supply details regarding the specific organization.
It is usually required to display an organization chart. There are a few solutions:

  1. Use a static image, from PowerPoint, etc. - any change will require regeneration of image
  2. Use a commercial product - these cost money
  3. Design your own product - this is what I did

The article discusses a DLL, which accepts a datatable and returns an image with the organization chart.
The DLL can be called from Windows Forms or ASP.NET.
Most of the parameters (sizes, colors) can be controlled by the developer using the DLL - they are exposed as properties.

A Personal Note: As this is my first article, I would greatly appreciate comments on both the article and the code itself. I realize that the code still needs to be optimized. When I do so, I'll update the article.

Using the Code

The download zip file contains the C# solution, which has two projects:

  1. OrgChartGenerator, which contains the code for the DLL that generates the Org Chart.
  2. TestOrgchart, which contains a Windows Forms application that demonstrates the abilities of OrgChartGenerator and its usage.

Constructor

The OrgChartGenerator accepts a Typed DataSet in the constructor, with the employee list, in order to generate the Org Chart. The OrgChartGenerator.OrgData.OrgDetailsDataTable is the DataTable that the class will accept in the constructor. It can contain the whole organization structure or just parts of it. If it contains the whole organization, multiple Org Charts can be created from the same instance of the object. The structure of the DataTable is as follows:

  • string EmployeeID - Primary Key - the ID of the employee - employee number, email, login code or anything else that uniquely identifies the employee
  • string EmployeeName - The employee name
  • string BossEmployeeID - The employee ID of this Employees' Boss. This defines the organization structure.
  • string EmployeeTitle - The title/Job description for the current employee.

Methods

There is just one method - GenerateOrgChart, which is overloaded. The difference between the overloads is that one method accepts as parameters the required size of the resulting image and resizes it before returning it. The other returns it in the size as determined by calculation - the number of boxes (both x & y) times the number of employees.
This method returns a System.IO.Stream, which can be used to display an image, save to file, or any other activity. Another important parameter for this method is the BossEmployeeID. This parameter determines which employee will be at the top of the Org Chart.

This class/DLL can be used from a Windows Forms application in the following way:

C#
//First - create the object
private void TestForm_Load(object sender, EventArgs e)
{
   //Build the data for the org chart
   //This will be done differently in real life. 
   //The DataTable will be filled from a database, probably.
   OrgChartGenerator.OrgData.OrgDetailsDataTable myOrgData = 
     new OrgChartGenerator.OrgData.OrgDetailsDataTable();
   myOrgData.AddOrgDetailsRow("1111", "Alon", "", "Manager");
   myOrgData.AddOrgDetailsRow("1112", "Yoram", "1111", "Team Leader");
   myOrgData.AddOrgDetailsRow("1113", "Dana", "1111", "Team Leader");
   myOrgData.AddOrgDetailsRow("1114", "Moshe", "1113", "SW Engineer");
   myOrgData.AddOrgDetailsRow("1115", "Oren", "1113", "SW Engineer");
   myOrgData.AddOrgDetailsRow("1116", "Noa", "1113", "SW Engineer");
   myOrgData.AddOrgDetailsRow("1117", "Mor", "1112", "Consultant");
   myOrgData.AddOrgDetailsRow("1118", "Omer", "1112", "Consultant");
   //instantiate the object
   myOrgChart = new OrgChartGenerator.OrgChart(myOrgData);
}
//Then - Generate the Org Chart
/// <summary>
/// Generate the chart and link it to the picturebox control
/// </summary>
private void ShowChart()
{
   picOrgChart.Image = 
     Image.FromStream(
      myOrgChart.GenerateOrgChart("1111",
         System.Drawing.Imaging.ImageFormat.Bmp));
}

Properties

The image that is returned has default properties. In order to control the sizes and colors of the Org Chart, these properties are can be changed (all sizes are in pixels):

  • BoxFillColor - Which color will fill the boxes
  • BoxWidth - The width of each box
  • BoxHeight - The height of each box
  • Margin - The margin from the edges of the image to the boxes
  • HorizontalSpace - The space between the 2 employee boxes on the same level
  • VerticalSpace - The space between 2 levels of employees
  • FontSize - The font size for the employee details
  • LineColor - The color of both the box line and the connecting line
  • LineWidth - The width of both the box line and the connecting line
  • BGColor - The color in the Background of the image
  • FontColor - The font color
  • EmployeeData - A SortedDictionary, which contains data regarding the position of each employee on the chart. This can be used for checking if a specific Employee was clicked.

Changing these properties could generate weird results, so care should be taken by the user. For example - it would not look good if both the BoxFillColor and the FontColor were the same.

ASP.NET Usage

In order to use the DLL in ASP.NET, create a Web form which returns the response as a stream. Let's call it OrgChartImage.aspx. The codebehind file should look like this:

C#
protected void Page_Load(object sender, EventArgs e)
{
  // Change the response headers to output a JPEG image.
  this.Response.Clear();
  this.Response.ContentType = "image/jpeg";
  //Build the image 
  //In real life this can be done using parameters
  OrgChartGenerator.OrgChart myOrgChart;
  OrgChartGenerator.OrgData.OrgDetailsDataTable myOrgData = 
    new OrgChartGenerator.OrgData.OrgDetailsDataTable();
  myOrgData.AddOrgDetailsRow("1111", "Alon", "", "Manager");
  myOrgData.AddOrgDetailsRow("1112", "Yoram", "1111", "Team Leader");
  myOrgData.AddOrgDetailsRow("1113", "Dana", "1111", "Team Leader");
  myOrgData.AddOrgDetailsRow("1114", "Moshe", "1113", "SW Engineer");
  myOrgData.AddOrgDetailsRow("1115", "Oren", "1113", "SW Engineer");
  myOrgData.AddOrgDetailsRow("1116", "Noa", "1113", "SW Engineer");
  myOrgData.AddOrgDetailsRow("1117", "Mor", "1112", "Consultant");
  myOrgData.AddOrgDetailsRow("1118", "Omer", "1112", "Consultant");

  //instantiate the object
  myOrgChart = new OrgChartGenerator.OrgChart(myOrgData);
  System.Drawing.Image OC = 
     System.Drawing.Image.FromStream(myOrgChart.GenerateOrgChart("1111", 
        System.Drawing.Imaging.ImageFormat.Bmp));
  // Write the image to the response stream in JPEG format.
  OC.Save(this.Response.OutputStream, ImageFormat.Jpeg);
  OC.Dispose();
}

Calling the OrgChartImage.aspx can be done from any IMG tag:

ASP.NET
<img src="OrgChartImage.aspx"/>

Trapping MouseClick Events

The DLL exposes the EmployeeData property, which is a System.Collections.Generic.SortedDictionary. The code calling the DLL can use this property in order to see if a specific employee was clicked. This can be used for various purposes, such as linking to an employee image, showing other employee data or showing the next level of the organization chart. In ASP.NET, this can be done by defining an ImageMap control. Here's an example of how it is used in the WinFroms sample application:

C#
private void picOrgChart_MouseClick(object sender, MouseEventArgs e)
{
 //determine if the mouse clicked on a box, if so, show the employee name.
 string SelectedEmployee = "No employee";
 foreach (OrgChartGenerator.OrgChartRecord EmpRec in  
                             myOrgChart.EmployeeData.Values)
   {
     if (e.X >= EmpRec.EmployeePos.Left &&
         e.X <= EmpRec.EmployeePos.Right &&
         e.Y >= EmpRec.EmployeePos.Top &&
         e.Y <= EmpRec.EmployeePos.Bottom)
         {
           SelectedEmployee = EmpRec.EmployeeData.EmployeeName;
           break;
         }
   }
   MessageBox.Show(SelectedEmployee);
}

Inside the Black Box

OrgChart.cs includes the main functionality for the application. The first method, BuildTree, is used recursively to build an XmlDocument of employee IDs and calculate the box positions. Another recursive method, DrawChart(), draws the boxes and writes the texts inside them. Then it draws the lines connecting all the boxes and completes the organization chart. If necessary, the image is then resized and a stream is returned to the caller.

History

  • April 12, 2007
    • Initial release
  • April 18, 2007 
    • Fixed a bug in the calculation of image size
    • Added functionality for exposing the location of each employee, thus enabling to trap clicks on specific employees
  • April 19, 2007
    • Fixed some more bugs in location calculation
  • April 28, 2007
    • Following the great tips of Seishin#, rebuilt part of the mechanism. Now using an XmlDocument as a tree and drawing the tree recursively. This also fixed the overlapping box bugs that were reported.
  • April 30, 2007
    • Another small box positioning issue fixed
  • September 16, 2007
    • Due to various issues, this version was rewritten. The article for it can be found here.

License

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)


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Comments and Discussions

 
QuestionHow to create links for nodes Pin
maxRazar21-Feb-17 17:26
maxRazar21-Feb-17 17:26 
QuestionHow to get two Parents for child note Pin
Anoop5094-Aug-16 4:16
Anoop5094-Aug-16 4:16 
QuestionOrganisation Chart in ASP.net Pin
ss9o9o9o8-Jan-16 19:51
ss9o9o9o8-Jan-16 19:51 
QuestionHOW TO MAKE INDIRECT REPORTING TO CONNECTION LINES ? Pin
Ehsaan.Crimson22-Jun-15 21:36
Ehsaan.Crimson22-Jun-15 21:36 
Questionwant to know another facility in this chart Pin
manan0shah16-Jan-14 1:33
manan0shah16-Jan-14 1:33 
Questioncannot convert to VS2010 Pin
yanyanstar7-May-13 18:19
yanyanstar7-May-13 18:19 
Questionmultiple employees under multiple managers Pin
Faheem Uddin Qureshi12-Mar-13 2:15
Faheem Uddin Qureshi12-Mar-13 2:15 
QuestionOrganisation chart generator by Rotem Sapir Pin
yogesh310517-Feb-13 2:38
yogesh310517-Feb-13 2:38 
GeneralMy vote of 3 Pin
ravipendem14-Feb-13 4:38
ravipendem14-Feb-13 4:38 
GeneralMy vote of 5 Pin
bharanisanmdot24-Dec-12 1:07
bharanisanmdot24-Dec-12 1:07 
QuestionExcellent Application . Need help to change Font Style for Node Note Pin
KishoreSrinu1-Nov-12 20:25
KishoreSrinu1-Nov-12 20:25 
QuestionI want to view my chart by Vertical Pin
ThanhTrungDo11-Oct-12 20:19
professionalThanhTrungDo11-Oct-12 20:19 
QuestionNeed help to avoid boxes colliding/ overlapping with each other Pin
Er. Vikas Sangal6-Feb-12 21:58
Er. Vikas Sangal6-Feb-12 21:58 
BugRe: Need help to avoid boxes colliding/ overlapping with each other Pin
helmidj11-Oct-12 22:33
helmidj11-Oct-12 22:33 
Questionneed help to add person picture to organization Pin
masomeh19-Nov-11 18:40
masomeh19-Nov-11 18:40 
AnswerRe: need help to add person picture to organization Pin
Member 1556250530-Mar-22 21:17
Member 1556250530-Mar-22 21:17 
GeneralMy vote of 5 Pin
Anurag Sarkar11-Nov-11 0:14
Anurag Sarkar11-Nov-11 0:14 
GeneralMy vote of 5 Pin
Kamba_prj31-Oct-11 1:52
Kamba_prj31-Oct-11 1:52 
QuestionBox size Pin
usmanmughal27-Sep-11 21:36
usmanmughal27-Sep-11 21:36 
Generalneed help to use it from database Pin
svknair8-May-11 23:25
svknair8-May-11 23:25 
AnswerRe: need help to use it from database Pin
Y Jayan17-May-11 2:13
Y Jayan17-May-11 2:13 
GeneralRe: need help to use it from database Pin
svknair24-Aug-11 22:55
svknair24-Aug-11 22:55 
GeneralRe: need help to use it from database Pin
Y Jayan25-Aug-11 22:14
Y Jayan25-Aug-11 22:14 
GeneralMy vote of 5 Pin
juwariashafique3-May-11 22:10
juwariashafique3-May-11 22:10 
GeneralProblem with EmployeeData property Pin
Member 779593831-Mar-11 4:10
Member 779593831-Mar-11 4:10 

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