Getting started

• Installation
• Update
• License activation
• Quick configuration
• Box options

Configuration wizard

• Open configuration wizard
• Data source
• Views
• Templates
• Conditional styles
• Custom code
• General

HTML templates

• HTML templates

JavaScript framework

• Introduction
• Events
• Methods
• Configuration

Additional resources

• Video: Introducing Plumsail Org Chart
• Data caching
• How Org Chart pulls data from AD On-Premises
• Exclude disabled users in On-Premises
• Make sure that SharePoint has enough data
• Configuring profiles sync in On-Premises
• Exporting properties to a directory service

General

• Version history
• Licensing details
• Data protection and security
• Custom code security measures
• Billing and subscription management

Printing & Reports

• Printing organizational structure
• Generate multi-page PDF report
• Export to CSV and analyze in Excel
• Custom styles for printed Org Chart

Microsoft Teams

• Add Org Chart in Microsoft Teams tab

Display different types of employees

• Display dotted-line managers
• Display assistants
  • Display assistants (SharePoint list)
  • Display assistants (Entra ID)
  • Display assistants (User Profiles)
  • Display assistants (Excel/CSV)
• Display vacancies

Filter and order boxes

• Create and manage filtered views
• Order employees boxes using a custom field
• Group employees boxes using a custom field

Customize boxes and styles

• Format boxes conditionally
• Customize box HTML template and CSS styles
• Display awards and conditionally format Org Chart
• Create an Org Chart with two root managers
• Change Org Chart theme
• Localize Org Chart

Show specific user on load

• Drill down to specific box using URL parameter
• Drill down to current user by default
• Drill down to manager of user from URL by default

Manage web part size and scale

• Open Org Chart in full-screen mode on load
• Make Org Chart use full page width
• Automatically scale boxes to fit visible area

Other examples

• Popular customization examples
• Use advanced Org Chart navigation
• Use tenant properties to disable Org Chart features
• Include and use fields from an additional list
• Support of search in a list with more than 5000 items
• Org Chart based on a list data source for anonymous users

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

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

Org Chart supports displaying assistants alongside employees in the organizational hierarchy. This article explains how to configure assistants when using a Excel/CSV file as the data source.

The following examples show how assistants appear in the Classic top-to-bottom layout. Assistant placement may vary depending on the selected layout.

Example with a single assistant:

Example with multiple assistants:

Display assistants for Excel/CSV list data source

If you use the Excel/CSV data source, map the file columns in the Field mappings section of the configuration wizard:

In this example, the Excel file contains a column named AssistantEmail that stores assistant email addresses. You can enter several values as a semicolon-separated list.

After creating the column, map the Assistant ID field in Org Chart settings to that column.

Finally, clear the Org Chart cache to reload the updated data.

Note

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