The purpose of this article is to explain how to generate an Organization Chart in an industrialized and fast manner, without error and with the minimum of manual interventions, in order to be able to display it in Power BI.
If you prefer a video rather than an article, go to the bottom of this post.
This organization chart should allow you to visualize complex organizations, with large quantities of entities (up to several hundreds), several levels of ownership (ex: level 1: holding company, level 2: company A and company B, level 3: company A1, A2, and B1 and B2), as well as multi-parent relationships (e.g. Company X is owned by both Company A at 49% and Company B at 51%.)
In order to make this possible, we describe, in detail, all the steps that are necessary. We unsuccessfully tried many custom visuals (see image below), and the use of Microsoft Visio, through the use of the Organization Chart Wizard, is the optimal solution that we had envisioned.