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

Org Chart supports displaying dotted-line managers for organizations with matrix reporting structures, where employees may report to both direct and secondary managers.

This article explains how to configure dotted-line managers when using a Excel/CSV file as the data source.

Note

Each employee can have one direct manager and multiple dotted-line managers.

If an employee has a dotted-line manager, a navigation button appears next to the employee card.

Use this button to navigate to the dotted-line manager. If multiple dotted-line managers are configured, the button opens the first manager listed in the field.

Chart including an employee box with a navigation button linking to a dotted-line manager

Dotted-line managers for Excel/CSV data source

If you use the Excel/CSV data source, map the list columns in the Data source step of the configuration wizard:

Org Chart field mapping settings for dotted-line manager columns

In this example, the DottedLineManagerEmail column is used to store dotted-line manager values. You can enter several values as a semicolon-separated list.

DottedLineManagerEmail column containing dotted-line manager email values in the Excel source file

After creating the column, map the Dotted manager 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 dotted-line managers for the SharePoint list, User profiles, and Entra ID data sources. You can also refer to the blog post that covers all these options in one place with examples and visuals.