Flow Chart
Support & Documentation

Support & Documentation

Version 1.0.2.0 · See what’s new

Flow Chart turns a set of ordered columns into a process diagram. Each column you drop into Levels becomes one stage of the flow, repeated values merge into shared branches, and the Value measure sets the weight of every node and link. Everything below is documented against version 1.0.2.0 of the visual.

Get started Report a bug

Quick Start

1. Add the visual to your report

Import Flow Chart from AppSource, or from a .pbiviz file via Insert → More visuals → Import a visual from a file. Drop it onto the canvas and give it room — process diagrams need horizontal space more than height.

2. Build the flow with Levels

Drag one field per stage into Levels, in the order the process happens. Field order is the structure: the first field is the root layer, the second the next layer, and so on. Rows that share the same value at a given level are merged into one node, which is how branches form.

Add a measure to Value. Node badges, link thickness and the dominant path are all derived from it.

3. Read the diagram

Nodes are the states, links are the transitions between them, and link thickness is proportional to Value. The dominant path — the heaviest chain through the diagram — is emphasised by default. A transition that goes backwards in the process is detected as a cycle and drawn as a discontinuous loop instead of being forced into the layer order.

4. Add context

A Target measure turns on the KPI badge on each node (actual against target, with the variation percentage). A Swimlane field draws coloured bands across the levels. Measures in Tooltip fields appear on hover without changing the layout.

Video Walkthrough

Field Wells

Six field wells. Only Levels and Value are needed to draw a diagram.

Field wellAcceptsRequiredWhat it does
LevelsGrouping fieldsYes One field per stage, in process order. Defines the layers of the diagram; repeated values merge into shared nodes. Add fields to go deeper, reorder them to restructure the flow.
Level imagesMeasureNo Base64 image strings, one per level, supplied by your data model. Rendered inside the node chips. Nothing is fetched from the network — if the string is not in the model, no image appears.
ValueMeasureYes The weight of each node and link. Drives badge numbers, link thickness, the dominant path and the variants ranking.
TargetMeasureNo Enables the KPI badge. Each node shows its value against target with a variation percentage, coloured by the KPI up/down colours.
SwimlaneGrouping fieldNo Draws coloured bands across the levels so you can see which part of the organisation or which phase owns each stage.
Tooltip fieldsMeasuresNo Extra measures shown on hover. Report page tooltips are supported as well — see Interaction.

Format Pane Reference

Seven cards, listed in the order they appear in the pane. Default values are given so you can always get back to the starting point.

Layout

SettingDefaultNotes
DirectionLeft to rightOr top to bottom. Left to right suits long processes; top to bottom suits deep hierarchies in a narrow visual.
Spacing between nodes24Gap within a layer. Lower it when a level has many branches.
Spacing between levels100Gap between layers. This is the setting to raise when links get hard to follow.

Nodes

SettingDefaultNotes
Node width140Chip width in pixels.
Node height36Chip height in pixels.
Corner radius60 for square chips.
Font familySegoe UIAlso Arial, Calibri, Georgia, Consolas.
Label size12Node label size in points.
Text color#FFFFFFLabel colour. Pair it with the node colours below.
Show value badge in chipOnOff hides the number and leaves only the label.
Badge font / sizeSegoe UI / 9Badge typography, set independently of the label.
Badge text color#FFFFFF
Badge background#000000Only visible once opacity is above zero.
Badge background opacity %0Transparent by default, so the badge sits directly on the node colour.
KPI up color#3E9C5BApplied when the value beats target.
KPI down color#C9524AApplied when it misses.
Border width0No border by default.
Border color#FFFFFF
Color border by levelOffOn takes the border colour from the level palette instead.
Show node shadowOff
Shadow color#000000

Value format

SettingDefaultNotes
Number formatThousands (1,234)Also Plain, Compact (1.2K / 3.4M) and Percent.
Decimal places0
PrefixFor example a currency symbol.
SuffixFor example a unit.

Links

SettingDefaultNotes
Link color#B7C0D8
Base link width2Thickness before the value weighting is applied.
Curvature0.50 gives straight connectors.
Highlight dominant pathOnEmphasises the heaviest chain through the diagram.
Dominant path thickness ×1.3Multiplier applied to that path.
Highlight top end-to-end variantOffTraces the single most frequent complete route instead.
Top variant color#F5A623Colour used for that route.

Swimlanes

SettingDefaultNotes
Show swimlane bandsOnOnly has an effect when the Swimlane field well is filled.
Label size11
Label fontSegoe UIAlso Arial, Calibri, Georgia, Consolas.
Label color#666666
Band 1–4 colors#2B6CB0, #3E9C5B, #D9A441, #8E5FC4Cycled across the lanes.
Band opacity %6Deliberately faint so bands read as background, not as data.

Legend

SettingDefaultNotes
Show legendOnSingle toggle.

Data colors

SettingDefaultNotes
Default node color#6B7A99Used when colouring by level is off, and for any level past the sixth.
Color nodes by levelOnOff paints every node in the default colour.
Level 1–6 colors#2B6CB0, #3E9C5B, #D9A441, #8E5FC4, #C9524A, #0E9AA7One colour per layer, up to six.

Interaction

Cross-filtering and selection

Clicking a node or a link filters the rest of the report through the standard Power BI selection model. Ctrl+click adds to the selection; clicking empty space clears it. Selections made in other visuals dim the parts of the diagram that fall outside them, and the visual takes part in slicer state synchronisation.

Tooltips

Standard tooltips show the node or link with its value, plus anything in Tooltip fields. Report page tooltips are supported too, including on links: point the visual at a tooltip page and it will be used instead of the default card.

Navigating a large diagram

Zoom, native scrolling, a minimap, in-diagram search and a fit-to-view control. Collapsing a mid-level node folds its branch away and recalculates the values downstream, which is usually a faster way to read a wide process than zooming out.

Variants panel

Lists the top eight end-to-end paths by value. Selecting one traces it on the diagram, which answers “what actually happens most of the time” without rebuilding the model.

Accessibility

Keyboard navigation

The diagram is reachable with the keyboard: Tab moves focus into it, the arrow keys move between nodes, Enter selects and Escape clears the selection. Focus is visible at all times.

High contrast

When Power BI is in a high-contrast theme the visual takes its colours from the host palette rather than the Format Pane. Because fill cannot carry meaning in that mode, emphasis is re-coded as border weight: the dominant path and the selected node are distinguished by thicker outlines, not by colour.

Free vs Pro

 Free FreePro Pro
Nodes per diagramUp to 9No node cap (Power BI row limit applies)
KPI badges, swimlanes, dominant path, variantsIncludedIncluded
Collapse / expand, zoom, minimap, searchIncludedIncluded
Full Format PaneIncludedIncluded
Cross-filtering, tooltips, keyboard, high contrastIncludedIncluded

Every feature is unlocked in the Free tier. The only limit is size: Free renders up to nine nodes, kept as a connected sub-tree from the root so the diagram still makes sense, with a message telling you how many nodes were left out. Pro removes the limit.

Pro is licensed through Microsoft AppSource. The licence is checked with the official Power BI licensing API, asynchronously and off the rendering path, and falls back to Free if the check cannot be completed. No external server is involved. See the Terms of Use for what each tier includes.

FAQ

My diagram is empty. What am I missing?

Flow Chart needs at least one field in Levels and a measure in Value. With Levels alone there is nothing to weight the nodes with, and nothing is drawn.

The stages are in the wrong order.

Order comes from the order of the fields in the Levels well, not from the data. Drag the fields into the sequence the process actually follows.

Why do I only see nine nodes?

That is the Free tier limit. The nine nodes shown are a connected sub-tree from the root rather than an arbitrary slice, and a message reports how many were omitted. Pro removes the limit.

I bought Pro but the limit is still there.

The licence check runs asynchronously, so give the visual a moment after the report loads. If the limit persists, confirm the Pro subscription is assigned to the account viewing the report — not only to the account that bought it — then refresh. If it still does not resolve, email support@tcviz.com with the report and the account in question.

Some arrows point backwards.

Those are cycles: transitions that return to an earlier stage. They are detected and drawn as discontinuous loops rather than being forced into the layer order, so rework and retry loops stay visible instead of distorting the diagram.

The KPI badge does not appear.

It needs a measure in the Target well. Also check that Show value badge in chip is on under Nodes.

Can I use more than six levels?

Yes. The Format Pane offers six level colours; levels beyond the sixth are drawn in the default node colour. The structure itself is not capped at six.

The swimlane bands are barely visible.

Band opacity is 6% by default, on purpose — bands are context, not data. Raise Band opacity % under Swimlanes if you want them more prominent.

Does the visual send my data anywhere?

No. There are no network calls, no telemetry and no browser storage. Everything is computed from the Power BI data view inside the report. The Privacy Policy spells this out.

My level images do not show.

Level images expects base64 strings that already live in your data model. The visual does not fetch images from URLs, so a column of links will not render.

Contact & Support

Need help? We reply within 1 business day.

Email support@tcviz.com, or open an issue on GitHub. Including your Power BI Desktop version and the visual version (1.0.2.0) gets you an answer faster.