Chart Basics

Victoria
Victoria
  • Updated

Improved Charts are here! For more information, click here.

Learn how Athennian generates charts!

Charts show ownership relationships between entities described as percentages. Charts in Athennian are automatically generated via the equity transactions generated in the Securities tab.

mceclip0.png

Any entity in the chart will contain the name of the entity, jurisdiction, region, formation date, registration number, and Tax ID number when the Show entity details checkbox is selected. 

Filters

Connections: 3 viewing options for connections

  1. Downward:  This view is used to see the target entity and all its connections below
  2. Upward and downward: This view is used to see all the upward and downward connections i.e.  the entire organizational chart
  3. Upward (direct) and downward: This view is used to see  the full downward chart, i.e going down from the target entity and including all horizontal connections but from the target entity upward, you will see the direct vertical line, of any entity that is directly connected and an owner of the target entity

Jurisdiction
When filtering, the chart will now adjust to remove any subsidiaries from the entity that has been filtered out. For example, if the Jurisdiction filter is set to only pull entities in Canada, the chart will not only exclude all entities outside Canada from the chart but their subsidiaries whether or not they're in Canada. On the other hand, if the top entity is in Canada and the jurisdiction filter is set to the US, both the top entity and its subsidiary will be filtered out i.e. no chart will be returned. This also implies that users may get different results from filters based on the connections view selected.

As-At-Date:
As with Share Registers and Ledgers, you can now also look back in time at your charts! Simply enter the AS-AT DATE above the chart.

Screen_Shot_2022-07-06_at_3.53.58_PM.png

The chart, as of that specific date, will display.

 

Jurisdiction Color Scheme: In the top left-hand corner, there is the ability to change the colors for each jurisdiction on the org chart.

Screen_Shot_2022-07-06_at_3.43.01_PM.png

 

Download Chart:

  1. Adjust the zoom on the chart as desired. Only what's being viewed on the screen will be exported.  Zoom out on the chart prior to exporting if the whole chart is to be included.
  2. Click Export at the top righthand corner of the page to reveal a dropdown menu. There will be the option to export the chart into .svg, .png, or .pdf file types which can be opened and edited in Visio as well as most diagraming and image software tools.

Screen_Shot_2022-07-06_at_3.49.59_PM.png

 

Want to see them in action? Watch here!