OrgChart Now Help Guide

Table of Contents

Append Data (Workbench) Example

Note

Audience: Administrators Edition: Team

Overview

Append files can be used in your OrgChart account to supplement the data that is received from your main data source or to combine multiple data sources. These additional files will work with any of the current available data sources. An append file is used to add, update, or suppress information into your existing data.

The following article will walk you through how to use the append data function in OrgChart Now Workbench. (For information on using this function in Viewer, see the Append Data (Viewer) article).

Create the Append file

  1. Download the Sample Data.

  2. Use the Import Wizard to create a new chart.

  3. Open Excel and create a blank spreadsheet file named AppendTest.

  4. In the first row, create following column headers: PersonID, SupervisorID, Name, Title, Department, Action, and Notes.

  5. Enter the following information in rows 2 and 3 to add new employee records not already in your data source:

    PersonID

    Name

    Title

    Department

    Action

    Notes

    A001

    John Doe

    VP of Operations

    Operations

    Add

    Add employee

    A002

    James Smith

    Assistant VP of Marketing

    Marketing

    Add

    Add employee

  6. Locate the PersonID for who that record will report to, place this in the SupervisorID column.

    1. Export the entire chart to Excel to obtain a list of PersonID numbers from your data.

    2. Use the Profile panel in Workbench to locate PersonIDs.

  7. In row 4, enter the following information. This will change the record for employee Tim Hsu to report to Bill Freeman instead of Bruce Rickerson by changing Tim's SupervisorID.

    PersonID

    SupervisorID

    Name

    Title

    Department

    Action

    Notes

    23000

    1000

    Tim Hsu

    DBA

    Research

    Update

    Update supervisor

  8. In row 5, enter the following information. This will suppress the record for from appearing in the chart.

    PersonID

    Action

    Notes

    2000

    Suppress

    Remove Presilla Clebsch

  9. Save this Excel document. Your file should look like this:

    Annotation_2020-10-13_160832.jpg

Set up Append Data Function

  1. In the Home ribbon, navigate to File Manager.

    Annotation_2020-10-13_161005.jpg
  2. Add a new folder to the File Manager and name it "Reference".

    Annotation_2020-10-13_161037.jpg
  3. In the Reference folder, use the Upload icon to add the AppendTest.xlsx file into OrgChart.

    Annotation_2020-10-13_161118.jpg
  4. Locate the file using Windows Explorer, select AppendTest.xlsx, and click Open, and then click Exit.

    Annotation_2020-10-13_161143.jpg
  5. Select the Refresh ribbon, and then select the Advanced icon.

    Annotation_2020-10-13_161213.jpg
  6. Check the box next to "Append Data" and fill in the filename with the .xlsx extension. Once finished, click OK.

    Annotation_2020-10-13_161243.jpg
  7. While still in the Refresh ribbon, click the Refresh icon then click the Refresh button.

    Annotation_2020-10-13_161334.jpg
  8. The changes will be applied.

    Annotation_2020-10-13_161411.jpg

Related Articles

Append Data (Viewer)

Merge Data (Viewer)