OrgChart Now Help Guide

Table of Contents

Matrix Reporting (Workbench)

Audience

Audience: Administrators Edition: Team

Overview

In this article, you will set up a matrix relationship for one employee using the AuxSuperID field in Excel data.

To set up Matrix Reporting for Enterprise or Premium editions, see Matrix Reporting (Viewer).

Using Auxiliary Reporting

In order to specify a matrix relationship, you will need to add an "AuxSuperID" column to your data. The "AuxSuperID" field contains the "SupervisorID" of the auxiliary (or secondary) manager.

In the example below, Cameron Jones (PersonID 40) has a primary reporting relationship to Carrie Sanders (PersonID 2) and an auxiliary reporting relationship to Bernard Roth (PersonID 3). When the data is imported, OrgChart will automatically detect the "AuxSuperID" column and consequently create two boxes for Cameron in the org chart (one that reports to Carrie and one that reports to Bernard).

aux1.JPG

Set Up in Workbench

  1. Download the Sample Data.

  2. In column E, add a new header called AuxSuperID.

  3. Enter the PersonID of the secondary manager (Bernard Roth) in the AuxSuperID column for Cameron Jones.

  4. Import the data into Workbench (see Import Wizard for more information on importing in Workbench).

  5. When the data is imported, OrgChart will automatically detect the "AuxSuperID" column and create a secondary record for Cameron under their secondary supervisor, Bernard.

    aux04.JPG
  6. After import, your chart will contain an "isAux" field. The field is set to "1" for all auxiliary reports. This field can be used for conditional formats, as seen in the above image.

Important

If the AuxSuperID is invalid (supervisor does not exist) then the auxiliary record will end up in the parking lot.