OrgChart Now Help Guide

Table of Contents

Merge Data (Viewer) Example

Note

Audience: Administrators Edition: Enterprise & Premium

Overview

Merge data allows you to update existing information from your main data source and appended information without changing the source files.

Create the Merge File

  1. Download the Sample Data.

  2. Using the Sample Data, create a Master Chart called MergeTest. Reference the article called "Create a Master Chart" for step-by-step instructions.

  3. Open a blank Excel spreadsheet, and name it Merge.

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

  5. Fill in the PersonIDs for the employee records to update: Mathew Miyasaki, Dawn Ware, and Chaya Shah.

  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. Populate the information for the employees that does not need to be updated (your Merge file should like the table below):

    PersonID

    SupervisorID

    Name

    Title

    Department

    5

    Mathew Miyasaki

    Communication Services

    7

    1

    Dawn Ware

    9

    3

    Senior Analyst

  8. To update information for employees, replace the current field information with the updated information.

    • Change SupervisorID for Mathew from reporting to PersonID: 1 to Person ID: 3.

    • Change Title for Dawn to "Director of Human Resources".

    • Change Name for Chaya Shah to Caya Shah.

    • Add a Department for each record: Communications for Mathew, HR for Dawn, and Payroll for Caya.

    PersonID

    SupervisorID

    Name

    Title

    Department

    5

    3

    Mathew Miyasaki

    Communication Services

    Communications

    7

    1

    Dawn Ware

    Director of Human Resources

    HR

    9

    3

    Caya Shah

    Senior Analyst

    Payroll

  9. Save this Excel document as "MergeTest.xlsx".

Set Up Merge Data Function

  1. Create a new Master Chart called Merge Test. See Create a Master Chart for details.

  2. Select More > Chart Settings.

  3. Select the plus sign to the right of the "Merge Data" section header.

    Annotation_2020-10-15_172229.jpg
  4. Select Excel as your merge data source, then click Select.

    2.JPG
  5. Click the "Browse" button, this will open a separate dialogue box.

    Annotation_2020-10-15_172324.jpg
  6. Navigate to the Data folder and select the Upload File icon.

    Annotation_2020-10-15_172359.jpg
  7. Locate "MergeTest" file on your computer, and click Open.

  8. Select "MergeTest" file from the list now available in the Data folder and click Select. Ensure the "PersonID:" field is mapped to the unique identifier field for each employee.

    Annotation_2020-10-15_172423.jpg
  9. Click Save, Refresh, and then Exit.

1.JPG

Before Merge applied.

Annotation_2020-10-15_172657.jpg

After Merge applied.

Related Articles

Append Data (Viewer)

Append Data (Workbench)