toysbta.blogg.se - Importing excel data into lucidchart to create org chart

The data type is displayed in the first menu above each column. Data identified as Name will be shown centered inside a single org chart shape, while anything identified as a Hyperlink will trigger a hyperlink icon with a link to be added to the shape, and so forth. SmartDraw styles and builds your org chart using rules given to each data type. Every line of data will be appended to the shape representing that person. In addition to title and name, your data file can also contain phone numbers, email addresses, links to bios, and more.

Make sure the supervisor an employee is reporting is also part of your org chart.

If you're using names, make sure that the names are spelled the same and the order of the first or last name is the same in both columns. This is easiest if you're using numerical employee IDs. The formatting of the supervisor's name or identification must match the formatting of the identification for the same person in the employee column.

Make sure your name formatting is consistent across columns.

Each row must represent a unique employee.

You can match employees with supervisors using numerical IDs or just names.

All of the rows must have a supervisor except for the top position in the org chart.

One of the columns must identify the supervisor of the employee in the row.

You can use labels for the columns like "Title", "Manager", "Payroll ID", and "Name" and so on.

The list must be formatted with the fields you want to show for each employee as columns and the values for an employee as rows.

You can open the file in Excel ® to make sure it's formatted correctly.

Make sure you get your data in CSV, XLS, or XLSX format. You'll probably be exporting your data from a third-party software. Before you choose either method, you'll first have to get your data (unless you're going to connect to Azure Active Directory).