Learn how to navigate the new Structure Chart experience, customize legends and shapes, apply filters, and prepare charts for export.
Availability: All customers*.
Release schedule: *We’re giving customers the option to opt in to the New Experience before making a global switch to the New Dynamic Charts experience. Contact your CSM if you’d like to learn more or want to enable the New Experience now.
Accessing the New Chart View
- Navigate to an Entity Record → go to Structure Charts
- Toggle on the New Charts View at the top of the screen
- The new view loads your current chart data using upgraded layout and interaction tools
Navigating the Chart
- Use zoom and pan tools at the bottom of the screen to move through the chart
- Click entity node + icons to expand or collapse ownership connections
- Shift + click-drag to select multiple nodes for:
- Moving as a group
- Hiding (right-click > Hide)
- Use the toggle at the bottom to show hidden nodes
- Use Command + Z (Mac) or Ctrl + Z (Windows) to undo the most recent chart action (e.g. moving or hiding nodes)
Building & Applying a Custom Legend
- Click the Legend icon (top left) to open the Legend Builder
- Start from the default legend or load a team-saved legend if available
- To customize a shape:
- Click the shape icon next to a rule
- Set:
- Outer shape, stroke style, and border color
- Inner shape and fill color (optional)
- Choose a color using presets or by entering a hex code
- Define display criteria for the shape:
- Entity type (e.g. LLC, LLP)
- Company group, region, tax structure, or custom fields
- Click Save, name your legend (e.g. “Fund A Legend”), and choose to:
- Save for yourself only
- Or share with your team
Displaying Entity Attributes
- Click to edit entity details (top right of chart)
- Select which data to display on nodes (e.g. country flag, tax treatment, officer count)
- These edits only affect chart visuals and do not alter stored data
Using Filters
- Open the Filter dropdown to refine what appears in the chart:
- Filter by entity type, company group, custom subtype
- Show/hide GPs, managers, trustees, or only ownership connections
Editing & Exporting Charts
- Double-click an entity node to edit visible text for export purposes.
- Click on a connection line and press Delete or Backspace to remove it
- Use Up/Down arrows at the bottom to expand or collapse ownership levels
- Right-Click a node and use the expand icon to open that entity’s full profile
- Use the Export button to download the chart in supported formats
Returning to the Old Chart View
- Toggle off the New Charts View to return to the previous format at any time
Video Instructions: