The guided walkthrough will take you through the steps required to create an org chart and provide an overview of how key functions work, including navigating, customising and interacting with your chart. Through this walkthrough a demo table (with demo data) and chart will be created, providing a great way to experiment freely with the add-in and trial the different ways of interacting with your chart.
Launch the walkthrough from the home page (if you have not configured a chart) or at any time from the help page.
Found on the home page (if you have not configured a chart) and the setting page, creating a chart with the 'Suggested Configuration' function is the quickest and easiest way to get started.
Based on the content of you table, fields to be displayed inside your chart boxes will be selcted (This can be changed at a later date from the settings page).
Simply click 'Apply These Settings' to build your org chart.
To manually set up your org chart, navigate to the settings page.
Select the table from your worksheet you wish to build your chart from.
Select a Primary Key (A unique identifier for each employee) and a Manager Field (The column that indicated who each person reports to).
These fields must be different columns, but the same type, for example both email addresses, or both numbers.
Choose which data fields you would like to be show in each chart box, reorder using drag-and-drop to control the layout.
Optionally style your chosen fields, and set the default background color for all chart boxes (this can be overwritten by apply background color to a chosen cell in your table).
Click 'View Chart' in the navigation bar to see your fully customised org chart.
Use the 'Insert Blank Table' to create a basic data table with predesigned columns, ready for you to enter your employee data.
Then either:
Once you have created your org chart, you can easily share it with others by: