OrgChart Now Help Guide

Excel

Audience

Audience: Administrators

Overview

Administrators can populate an Excel file with HR data, and upload that to OrgChart. Excel files require manual upkeep to reflect the most accurate records. This source is common for supplementing a main data source, or creating quick charts. However, it is not recommended for charts larger than 300 boxes.

Excel is available as a Main Data Source, Append Data Source, and Merge Data Source.

Click here to learn how to load an Excel file in OrgChart.

Important

Important: Your file must be properly formatted to load into OCN. Read the Flat File Prep article for details on preparing for file before loading into OrgChart Now.