Quick configuration
Once you add the web part to a SharePoint page or a Microsoft Teams tab, a message prompts you to configure it.
Most options in the configuration wizard are prefilled.
You only need to configure the data source in the first step, then go through the wizard and click Finish to complete the quick configuration.
After that, proceed to Box options to customize box orientation, styles, and formatting.
Hint
Read Advanced Web Part configuration for more customization options.
You can choose one of the following data sources:
SharePoint list
If you choose SharePoint list as a data source, it will be configured to create a new list with demo data by default. You only need to fill List name.
If you want to use an existing SharePoint list, you can choose it in the drop-down list. Then map the list fields required to build the hierarchy correctly. The interface for mapping looks like this.
Mapping defines the connection between Org Chart and list fields. Org Chart will use the data from the corresponding list field, for example, you can specify the mapping between Employee ID and list item ID.
Employee ID, Manager ID and Employee name mappings are required, you can leave other mappings empty. Once you configure it, click Preview to verify the hierarchy, then go through the wizard and click Finish.
Employee ID and Manager ID are used to build hierarchy. Employee name is used as display text for entities in the org chart. For example, you will see Employee name in the breadcrumb.
Entra ID / User profiles
If you choose Entra ID or User profiles as a data source, no additional configuration is needed, just go through the wizard until the end.
Excel / CSV
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.
As with a SharePoint list data source, you need to configure mapping for the file columns that are required to build the hierarchy correctly.
Click Preview to check the result before you finish the configuration.
You can change these settings later, but they are available only to users with the Full Control permission level.