Creating Org Charts Automatically by Importing Data from Excel® and Azure Active Directory
Before you choose either method, you'll first have to get your data (unless you're going to connect to Azure Active Directory).
You'll probably be exporting your data from a third-party software. Make sure you get your data in CSV, XLS, or XLSX format.
You can open the file in Excel® to make sure it's formatted correctly.
- 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 use labels for the columns like "Title", "Manager", "Payroll ID", and "Name" and so on. Labels are just for your information. They will be ignored during the import.
- One of the columns must identify the supervisor of the employee in the row. All of the rows must have a supervisor except for the top position in the org chart.
- You can match employees with supervisors using numerical IDs or just names.
In addition to title and name, your data file can also contain phone numbers, email addresses, links to bios, and more. Every line of data will be appended to the shape representing that person.
Building an Organizational Chart using the Org Chart Extension
SmartDraw's Org Chart Extension lets you build an organizational chart automatically by importing a data file of your organization's employee list or by connecting to your Azure Active Directory.
Click on Extensions in the Template dialog and choose "Build Org Chart from Data".
You will be able to import and display photos and hyperlinks, skip data you don't want included, and show some data in a tool tip without cluttering up the visual.