---
title: "Add Filters to Org Charts in Pigment for Customized Views"
slug: "add-filters-org-chart"
description: "Highlight specific criteria in your Org Chart with Org Chart filters. Learn to set up and apply multiple filters to enhance data visibility and relevance. "
updated: 2025-08-28T12:18:28Z
published: 2025-08-28T12:18:28Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.pigment.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Filters to an Org Chart

Organization Chart (Org Chart) filters let you highlight in your Org Chart based on specific criteria such as location, position, or level.

Org Chart filters preserve the chart’s hierarchy while highlighting cards that match your criteria. You can apply multiple filters to show or hide Items that don’t match your search criteria. Default filters can be set to automatically apply values to your Chart and instantly provide Members with the most relevant Views of your chart.

This guide outlines how to set up filters that can be accessed directly in the Org Chart.

![](https://cdn.document360.io/e47cfe35-dc28-40c7-a083-6cf003073d8e/Images/Documentation/978c3226-48bc-4511-aab5-0ee8c53604ae.png)

Use Org Chart filters to highlight specific criteria.

> [!TIP]
> **🎓 Resources**
> 
> Check out all of our Org Chart resources:
> 
> - [Org Chart learning path](https://academy.gopigment.com/path/work-with-org-charts)
> - [How to navigate in an Org Chart](/v1/docs/navigate-org-chart)
> - [How to set up an Org Chart](/v1/docs/how-to-set-up-an-org-chart)
> - [Add filters to an Org Chart](/v1/docs/add-filters-to-an-org-chart)

## Set up filters

In the Table you used to set up your Org Chart:

1. Select **Chart.**
2. Select **Format.**
3. In the **Primary data** section of the **Format** panel, select **Interactions options.**
4. Select **+ Add a filter**and select the source data from the dropdown menu. You can add multiple filters to your chart and set default filters that are automatically applied when the chart opens.
  - **Filters apply only to primary data** (i.e., the most granular level of your org chart, such as Employee).
  - **Choose the specific Dimension Properties or values of the underlying Table** that you want to filter by in your chart.
  - **Set specific default filters** to automatically display the most relevant view of the Org Chart when it opens. Users can change or clear filters, but the chart resets to the default filters once reloaded.
  - **Use Item Variables as filter values** to make your chart dynamic. You can override Item Variables directly in the Filter panel and changes will automatically reflect in the chart filters. For more on how to use Item Variables with filters, see [What are Item Variables](/v1/docs/use-item-variables)?

> [!WARNING]
> **⚠️ Important**
> 
> Filters cannot include properties of type Dimension. They must be modeled as Metrics of the primary Dimension for use in filters.

1. Go to **Settings**, then **Filtered items**, and select **Show** or **Hide** to control whether the filtered Items appear on the chart by default. Hide filtered Items is available only when groups are used, and the **Display primary data inside groups** toggle is turned on
2. Select **Save View.**

Filters cannot include properties of type Dimension. They must be modeled as Metrics of the primary Dimension for use in filters.

## Use the filters

You can filter your chart using one or multiple filters. When applying multiple filters, at least one value from each selected filter must be met to display highlighted results.

For example, if you apply a Position Country filter for Spain and Italy and a Position Level filter for Level 2, the chart will display data matching at least one selected country **and** the specified level. If no employees hold Level 2 positions in Spain or Italy, the chart’s cards will be greyed out.

To access the filters from your Org Chart:

1. Go to your **Org Chart**.
2. Select **Chart filter** in the top-left corner of the chart. Filters will always appear in your Organizational Chart.
3. Select the specific values for each **Filter(s).**You can change or clear filters, but the chart resets to the default filters once reloaded.
4. Select **Apply**.

## Hide filtered Items

The **Hide filtered items** option hides Items on the chart that don’t meet the criteria of the selected values, rather than greying them out. It is available only when groups are used, and the **Display primary data inside groups** toggle is turned on.

To hide filtered Items once you have applied your filter(s):

1. Select **Chart filter** in the top-left corner of the chart.
2. Toggle **Hide filtered items** to **On**.
3. Select **Apply**.
