Excel / CSV
Configure data source
If you select Excel / CSV as a data source, you can either Upload new file or Select existing file from your site. The uploaded file is stored in the Shared Documents folder on the Org Chart site.
Turn on a Has header option if the first row in the data source file contains column headers. If the data source file does not have headers, you will see the default Excel notation for columns: “A”, “B”, “C”, etc.
Mapping connects Org Chart fields to columns in the source file. Org Chart uses the mapped values to build the hierarchy and display employee information. For example, you can map Employee ID to the WorkEmail column if email addresses are used as unique identifiers.
The Employee ID, Manager ID, and Employee name mappings are required. All other mappings are optional. After you configure them, continue through the wizard and click Finish.
Employee ID and Manager ID are used to build the hierarchy. Employee name is used as the display text for chart items, such as in the breadcrumb.
Description of mappings
Name |
Description |
|---|---|
Employee ID |
This is unique ID of an employee. It can be item ID, user login or any other unique identifier of the person. |
Manager ID |
This is unique ID of employee’s manager. For example it could be ID of manager or login of manager. We need it to build a well-structured tree. |
Employee name |
The name is displayed in the breadcrumbs of the Org Chart. |
Assistant ID |
This mapping defines where information about assistant is stored for current item. This is optional mapping. Multiple values should be separated with a semicolon. For more information, read this instruction. |
Dotted manager ID |
This is unique ID of dotted-line manager. For example, it could be ID of manager or login of manager. Type of this field should be the same as type of Manager ID. Multiple values should be separated with a semicolon. For more information, read this instruction. |
Photo URL |
This property defines which field is used to retrieve photo URLs for the boxes. These photos will be displayed on the left side of the boxes. You can leave this property empty if you don’t have photos. |
Download sample data
Download sample data source files by the links below for quick data source configuration:
Enable vacancies
In the Advanced data source settings, you can enable displaying vacancies. They are stored in a separate SharePoint list. The list will be created automatically at specified Vacancies list URL.
Note
Go to the next step of the configuration wizard – Views and filtration.