OrgChart Now Help Guide

Excel

Audience

Audience: Administrators Edition: All Editions

Overview

The Excel Connector pulls HR data from an .xlsx file, which necessitates manual upkeep to reflect the most accurate records. This source is common for appending data or creating quick charts. However ,it is not recommended for charts larger than 300 boxes.

Required Fields

The Excel Connector has four required fields to function properly. These fields are:

Person ID

This is the ID number for an employee. You must have a column containing employee IDs that can map to this field.

Supervisor ID

This is a supervisor's Person ID that must be assigned to a supervisor's direct subordinates in the data file. This is how the hierarchy of a chart is created. Each box needs another box to report to. The top box should report to itself, or no one.

Name

This field assigns a Person ID with a name to display on the chart. Additionally, providing a name allows you to use the search-by-name function.

Title

This field assigns a Person ID with a job title to display on the chart. This allows you to organize and filter data, as well as use the searching-by-title function.