This guide provides step by step instruction on how to use OrgChart Now to create and maintain org charts for your organization. In order to keep things simple, this guide focuses on a single use case: Automating your Org Charts and therefore, only details a subset of available functionality – please refer to application help for details on topics not covered in this guide.

Creating an org chart manually, especially if an org chart contains over 50 boxes, can be very time consuming. A better approach is to use a software tool, like OrgChart Now, to automatically create your org charts from a data file (for example, an Excel Spreadsheet) or via direct query to your HR System.

This guide assumes that you want to create your org charts by importing data; however, even if you plan to create your charts manually, we still recommend you review this guide as it contains information relevant to that use case as well.
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Using Import Wizard

The Import Wizard allows you to automatically create an org chart from external data. For the purposes of this guide, we’re going to work with a sample Excel file; however, you can upload your own data file (See Appendix B).

» Importing an Excel File

  1. Login to OrgChart Now.
  2. Make sure the FILE tab is selected
  3. Click on the ‘Import Wizard’ button.
  4. Select the ‘Excel’ option. The Import Wizard Panel is displayed.
  5. Click on the ‘Import Data’ data button.
  6. Select the ‘Samples’ folder (on the left).
  7. Select the file ‘Sample Data Set – 250 recs’ (or ‘Sample Data – Photos’).
  8. Click on the green ‘Select’ button to load the selected file. (See 'Figure 2' below)
  9. The ‘Filter Data’ step is shown. Click on the ‘Next’ button. Note: If needed, you can select the ‘Specify data filter’ checkbox. This option allows you to chart only a subset of your source data (for example, a branch under a specific manager or a specific department).
  10. The ‘Define Fields’ step is shown. Click on the ‘Next’ button. Note: If you didn’t use the same naming conventions as specified in the ‘Data Preparation’ step, you can map your fields to the required fields. For example, you can specify which field is to be used as the ‘PersonID’ field. # The ‘Subchart Breaks’ step is shown. Click on the ‘Next’ button. For now, we’ll use the default settings – subcharts are discussed in more detail later in this document.
  11. The ‘Select Chart Template’ step is shown. Select ‘Classic’ and then click on the ‘Next’ button. Chart Templates are discussed in more detail later in this document. Note: Select the template ‘Photo-Left’ if using the ‘Sample Data – Photos’ file.
  12. The ‘Master Page’ step is shown. Select the ‘Blank master page’ option and then click on the ‘Create Chart’ button.

Congratulation! You’ve created an org chart using the Import Wizard.

Figure 1: