Overview
This guide provides step by step instruction on how to use OrgChart to create and maintain organizational charts for your organization. This guide focuses on a single use case - automating your Org Charts. See the How To Articles for step by step guides on other topics.
Creating an org chart manually can be very time consuming. A better approach is to use a software tool, like OrgChart, to automatically create your org charts from an external data source (for example, a query into your HR System or an Excel Spreadsheet).
Index
Step 1: Preparation
OrgChart contains built in data connectors that allow you to query data directly from an HR System, directory system, a flat file or even a database.
If you plan on using a data connector, visit the data connectors topic for information on how to configure connectors. Proceed directly to Step 2 once your connector is configured. If you plan on importing data from a file (e.g. CSV or Excel), you'll need to create a file containing your org chart data.
If you aren't ready to create a data file or configure a connector, you can use sample data in step 2.
» Creating an Import File (Excel or CSV)
Below is an example of a data file. See the Excel/CSV topic for complete documentation on how to create a data file.
You can include any number of fields in your data file.
| PersonID | SupervisorID | Name | Title | isAssistant | Department | Photo |
|---|---|---|---|---|---|---|
| 1 | 0 | Steve Smith | CEO | 0 | Executive | Smith1.jpg |
| 2 | 1 | Sandra Chen | Vice President | 0 | Marketing | Chen2.jpg |
| 3 | 1 | George Lopez | Vice President | 0 | Engineering | Lopez3.jpg |
| 4 | 1 | Arnold Osborne | Exec Assistant | 1 | Marketing | Osborne4.jpg |
In the example above, Sandra Chen and George Lopez report to Steve Smith and Arnold Osborne reports to Sandra Chen.
» Click here to download a sample data file.