Enhance structure chart readability and optimize workspace visual flow by grouping multiple entity nodes into a single consolidated stack.
Overview
The Chart Stacking feature enables users to collapse hundreds of entity or person shapes into a single card or deck overlay within organizational charts. This optimizes chart layouts, simplifies complex fund structures, and allows clear representation of large groups (such as limited partners or minority shareholders) without cluttering the screen.
Availability: Customers with the Enterprise plan or the Enterprise Charts add-on.
Create an Entity Stack
Open the desired chart in the Structure Charts section
Adjust chart display settings such as Fixed Node Size or Ownership Boxes if preferred
Expand the required entity relationships across the chart
Hold the Shift (Windows) /cmd (Mac) key and select multiple entity or person shapes
Right-click on any highlighted shape to open the action menu
Select Add to Stack to group the selected shapes into a single card stack
Manage and Edit a Stack
Move a Stack: Left-click and drag the consolidated stack to the desired position on the canvas
Add Shapes to an Existing Stack: Select an individual entity shape, right-click, and choose the option to add it to the designated stack
Remove Shapes from a Stack: Open the stack view of choice and right-click an entity shape within the stack view and select the option to remove it from the stack
Expand or Collapse a Stack: Click the small arrow icon on the stack card to expand the full group into a visual container, or click it again to collapse the group back into the stack card
Dissolve a Stack: Right-click the stack card and select Unstack to unpack all entities back into their original locations on the chart