OrgChart Now Help Guide

Compare Charts


Audience: Any User Edition: Team, Enterprise, & Premium


This feature is deprecated in favor of the Planning Module, which is purpose-built to highlight org changes.


The Compare Charts utility generates a spreadsheet detailing all the differences between two charts.

Accessing Compare Charts Utility

The Compare Charts utility can be accessed by selecting the Compare Charts icon found in the Utilities section of the Document Ribbon.Document Ribbon


Compare Charts

To use the Compare Charts utility:

  1. Open a chart in the Home Ribbon.Home Ribbon

  2. Select the Document Ribbon.Document Ribbon

  3. Click the Compare button.

  4. Select a document to compare to the current chart.

  5. An Excel file containing a list of all changes will be generated.

Comparison File

The Compare Chart utility will generate an Excel file detailing the differences between two charts. The first column in the file is called Action. It describes how a specific record has changed from Chart "1" as compared to Chart "2":


A record has been added to Chart "2"


A record has been deleted from Chart "2"


The supervisor of a record has changed


The content of a record has been changed (e.g. changed title)


The supervisor and content of a record has been changed

The other columns in the spreadsheet correspond to the fields defined in your chart. Changed values contain the "|" separator. For example, a changed title would be shown as <Chart 1 Title>|<Chart 2 Title> (e.g. Manager|Director).


The example below details the difference between two charts. For example, in the third row, Tim Hsu's supervisor and title have changed (with respect to the compared charts).