Flexible visual grouping allows corporate teams to bypass standard parent-subsidiary hierarchy lines and place records into dedicated visual clusters. Assigning criteria-based or freeform groupings ensures charts clearly convey internal strategy, geographical regions, or transaction status without altering underlying database ownership records.
Overview
The chart grouping functionality permits the placement of entity and person records into custom visual boundaries regardless of their underlying ownership connections. Users can define automated groups based on specific field criteria or manually build freeform clusters to highlight strategic groupings like regional entities or pending transactions.
Availability: Customers on the Enterprise 2024 plan and Enterprise Charts Add-On
Prepare the Chart Layout
Navigate to the desired chart workspace within the Charts section
Adjust ownership filters as needed to display the relevant upward and downward entity connections
Click Layout options to access display node configurations
Enable fixed node sizing to standardize entity shape dimensions across the chart workspace
Click Connections and toggle off ownership totals to remove calculation boxes between connection lines
Click Entity Information and select preferred metadata fields, such as country flag, region, entity type, and status, to display contextual details on entity shapes
Group Entities by Criteria
Click Legend to expand the chart customization side panel
Select the Group tab within the legend panel
Configure the boundary dimensions, such as setting a two-by-two grid layout
Select the matching parameters under the criteria section, such as setting Entity Type to Limited Partnership
Observe the automated creation of a boundary box containing all entities meeting the specified criteria, bypassing default ownership lines
Create a Freeform Group
Hold Shift and left-click to select multiple specific entity or person shapes on the chart canvas
Right-click on any of the selected shapes to open the context menu
Select Create a Freeform Group to generate a custom boundary box around the selected items
Click the title header of the newly formed group boundary to rename the cluster according to operational requirements, such as Assets in Progress
Drag the freeform group boundary to the preferred position on the canvas
Add Visual Annotations and Connections
Click Shapes to select manual line drawing tools or text elements
Draw manual connection lines between standalone entities and newly formed groups to indicate transactional relationships
Select the text tool to add contextual notes, such as indicating merger details or carry vehicle designations next to specific clusters
Additional Important Notes / Tips
Note:
Creating criteria-based or freeform groups visually isolates records on the canvas without modifying underlying database ownership percentages or legal parent-subsidiary relationships
Group boundary grids automatically reconfigure shape placement based on selected row and column limits