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 sources. Configuration options for each data connector vary based on requirements of the source system (e.g. connection parameters for UltiPro 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.

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.

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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.

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 .

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Select a merge. 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 data source.

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Remove a data 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

Some organizational have more than one chief executive. If the ‘create co-head chart’ option is checked, all top boxes (all records that are the top of a distinct hierarchy) will be shown as co-heads in the generated organizational chart. Reference Co-Head Chart Example for more information on this topic.