Display dotted-line managers in Org Chart for SharePoint and Microsoft Teams (Excel/CSV)

In this article, we’ll review how to display dotted-line reports in the Plumsail Org Chart with Excel/CSV data source. It is quite a common scenario for companies with a matrix organization structure when there are direct managers and dotted-line managers.

As Plumsail Org Chart displays hierarchy, but not matrix, it is important to understand how dotted-line reports appear in the visualization. Please take a look at the example below.

If a solid line employee has a dotted-line manager, there will be displayed a small button next to the solid line box. It allows you to quickly navigate from the solid box to a dotted-line manager. If the employee has more than one dotted-line manager, you will navigate to the first one specified in the corresponding field.

Dotted-line managers for Excel/CSV 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 DottedLineManagerEmail, which stores information about an employee’s dotted-line manager.

You can see the configuration for the column below:

Thus, I created a column for a dotted-line manager 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 dotted-line managers for the SharePoint list, User profiles, and Entra ID data sources.