Display assistants in Org Chart for SharePoint and Microsoft Teams (Excel/CSV)

In this article, we’ll review how to display assistants in the Plumsail Org Chart with Excel/CSV data source.

This is how assistants look in “Classic top to bottom” layout. They may be positioned in a different way in other layouts.

Single assistant:

Display assistants for Excel/CSV list data source

If you choose the Excel/CSV data source, specify mappings of the Excel/csv source file columns in the Data source - Field mappings section of the configuration wizard:

In my case, the source CSV file has a column named AssistantEmail, which stores information about an employee’s assistant.

You can see the configuration for the column below:

Thus, I created a column for an assistant email in the source CSV and specified it in the mapping of the configuration wizard. After that, clear the Org Chart cache to load the fresh data.

Excel/CSV data source doesn’t support multiple assistants and dotted line subordinates.

Note

Check out how to display assistants for the SharePoint list, User profiles and Entra ID data sources.