OrgChart Now Help Guide

Chart Settings: Source

Overview

OrgChart allows you to create organizational charts from one or more data sources.

Multiple data sources can be combined by:

  • Appending data (e.g. add additional data records)

  • Merging data (e.g. add additional data fields or overwrite data fields within existing records)

Accessing Source

Select More > Chart Settings and then select the Source option.

Source Settings
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Main Data Source

OrgChart supports over 40 different data connectors. Configuration options for each data connector vary based on requirements of the source system (e.g. connection parameters for UKG Pro differ from connection parameters for BambooHR).

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Select a  data connector. Once a specific data connector is selected, you will be presented with setup parameters that are specific to that data connector.

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Browse data using the File Picker. Only available when using the Excel or CSV data connector.

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Use pre-loaded Sample Data (250 recs) as a sample data source.

Append Data

The Append Data function allows you to add records to your main data source. For details on how to setup Append functionality reference the following topic: Append Data Example.Append Data (Viewer) Example

sourcepickerchartsettings.png

Select an append data connector. Once a specific data connector is selected, you will be presented with setup parameters that are specific to that data connector.

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Add a source.

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Remove a source.

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Append error indicator. This icon appears to the left of the append source indicating an error has occurred when attempting to import data from flagged source.

Merge Data

The Merge Data function allows you to update records within your data source (by adding additional data fields or by overwriting existing data fields). For details on how to setup Merge functionality reference the following topic: Merge Data (Viewer) Example .

sourcepickerchartsettings.png

Select a merge. Once a specific data connector is selected, you will be presented with setup parameters that are specific to that data connector.

RefreshPlus.png

Add a data source.

refreshX.png

Remove a data source.

failedapendmerge.png

Merge error indicator. This icon appears to the left of the merge source indicating an error has occurred when attempting to import data from flagged source.

Chart Options

A number of additional options for processing source data are available.

Import Filters

Import filters allow you to exclude records from your source data (for example, all employees receiving severance payments). Reference Import Filters Example for more information on this topic. 

Top Box

OrgChart will automatically select a top box for your chart. Selection of the top box is based on the largest unbroken hierarchy that exists within your source data. You can override the default behavior using the Top Box setting. Reference Top Box Example for more information on this topic.Top Box Example

Create Co-Head chart

Display more than 1 record (up to 4) at the top of the chart. Check the Create Co-Head Chart checkbox to set more than one employee box as a Top Box. Reference Co-Head Chart Example for more information on this topic.

Placeholder Chart

Check to create a Functional Chart (also known as a Placeholder Chart) that is supported by up to 3 functions.