OrgChart Now Help Guide

Table of Contents

Import Filters

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

Import filters allow users to exclude or include records when the data is first loaded with the use of Exclusive and Inclusive filters.

Types of Import Filters

Exclusive Filters

Excludes the results specified in the filter from the chart and across the application.

Inclusive Filters

Includes only the results specified in the filter and will have an effect on the chart and across the application.

Seed Filters

Only shows the top box and all its subordinates and will filter out all other records across the application.

Limit Fields

Allows administrators to pick and choose which fields will be visible when the chart is refreshed.

Adding an Exclusive Import Filter

  1. Select More > Chart Settings.

  2. Select the + button under the Import Filters section of the Chart Settings: Source page.

    2020-11-18_16-40-17.png
  3. Use the Filter Type dropdown menu to select "Exclude", then set the Field dropdown to the desired field to be filtered out (i.e. Location).

    2020-11-18_16-41-24.png
  4. Select the + button under Filter Values to show a list of available locations from the data set.

  5. Select the desired Location to be filtered out (i.e. Saratoga).

  6. Under Filter Values, we can now see "Saratoga" added. Select the Save button to save the filter.

    2020-11-18_16-42-24.png
  7. We can now see the Import Filter on the Chart Settings: Source page. Select Save and Exit.

  8. Select More > Refresh Data to refresh the chart and apply changes.

Note

If the Include Filtered Managers box is checked, the chart will include any filtered managers after the filter chart is refreshed.

If the filter needs to be based off dates, such as Hire Date, the Date Bracket box must be checked.

It is possible to create an import filter using a Dynamic Date Range. See the Using a Dynamic Date Range section below for more information.

Adding an Inclusive Import Filter

For this example, we will build a filter using the Hire Date field, and only want to see employees hired between November 1, 2001 and November 1, 2002.

  1. Select More > Chart Settings.

  2. Select the + button under the Import Filters section.

  3. Use the Filter Type dropdown menu to select "Include", then set the Field dropdown to the desired field to be kept in the chart (i.e. Hire Date).

  4. Because this filter requires use of a date range, the Date Bracket box must be checked.

    2020-11-18_16-44-12.png
  5. Select the From date field to select the first date in the desired range. For this example, we will use the arrows at the top of the calendar to select November 1, 2001.

    2020-11-18_16-44-59.png
  6. Select the To date field and select the last date of the desired date range. For this example, we will select November 1, 2002.

  7. Click Save to save the filter and return to the Chart Settings: Source page.

  8. Select Save, and then Exit.

  9. Select More > Refresh Data to refresh the chart and apply the changes.

Adding a Seed Import Filter

If the chart only needs to include a specific branch of the organization, we can set a filter to determine who needs to show at the top of that chart. The filter will allow only those listed under that branch to appear.

  1. Select More > Chart Settings.

  2. Select the + button under the Import Filters section.

  3. Use the Filter Type dropdown menu to select "Seed", then set the Field dropdown to the desired field (i.e. Name).

  4. Select the + button under Filter Values to show a list of available Names from the data set (i.e) "Sarah Lake").

    2020-11-18_16-47-26.png
  5. Select Save to save the filter and return to the Chart Settings: Source page.

  6. Select Save and Refresh to apply changes.

Adding a Limit Field Filter

  1. Select More > Chart Settings.

  2. Select the + button under the Import Filters section.

  3. Use the Filter Type dropdown menu to select "Limit Fields". A list of all available fields will appear under the Restrict query to fields section.

    2020-11-18_16-47-57.png
  4. Select the 2020-11-18_16-48-28.png icon after the fields you wish to hide from the chart when it is refreshed. Select Save when done.

  5. On the Chart Settings: Source page, select Save and Refresh to apply changes.

Warning

Applying import filters might change the Top Box. If an administrator deletes an import filter or adds a new filter, use the Search function to locate another top box. If desired, an administrator can change the top box in the Chart Settings: Source panel.

Using a Dynamic Date Range

It is possible to create import filters using a dynamic date range. A dynamic date range allows an administrators to apply an import filter based on defined amount of time before or after the refresh date.

For example, an administrator might use a dynamic date range to create a chart that excludes future hires whose start date is more than 1 month in the future from the time of refresh.

To access the dynamic range, please do the following:

  1. Configure an import filter by following the instructions listed under each import filter type above.

  2. Check the Date Bracket checkbox.

  3. Click on the Plus.png icon (to the left of the Filter Values heading).

  4. Select the Dynamic Range option from the dropdown menu. The following interface is displayed:

    Import_Filter_dynamicDate.png
  5. To configure the dynamic date range, select one of the following options from the Refresh Date dropdown menu:

    • Days

    • Weeks

    • Months

  6. Use the + and - icons to properly set the scope of the Refresh Date.

  7. Select one of the following options from the Bounds dropdown menu:

    • Left Bound - Prior to the current date

    • Right Bound - After the current date

  8. Click Save. The import filter will be applied upon the next refresh.