Creating a Base Chart – OrgChart

Audience: Administrators

Overview

Base charts are charts that are created from your HR or directory system data. Creating a base chart is the first step to automating your org charts. The following article provides instructions for:

Creating your first base chart

The following section provides step-by-step instructions for creating a base chart using pre-loaded sample data in OrgChart. For more information about connecting directly to your HR or directory system, please reference the OrgChart integrations article, or contact Support.

A base chart is created in the chart management panel. The Chart Management panel allows Administrators to create, rename, and delete base charts. A base chart is directly linked to a data source, and is typically set to automatically synchronize with source data.

1. Click on the Settings button in the bottom right corner, and then select the Account Settings option from the list.

2. Navigate to Chart Management panel and then click on the + Create base chart button

3. The employee chart option is selected. Enter the name of the chart in the chart name text box.

4. Click on the Choose data source button and then select your HR data source from the data sources panel. In this example, we are importing Sample data from Excel.

Note

After you select your data source, you will be asked to configure it. Please reference the OrgChart integrations page, and then click on the link associated with your HR data source for more information on how to integrate OrgChart directly with your HR system.

5. Click on Choose file. Then click on the Samples folder, and select a Sample dataset (i.e. Sample Data Set - 250 Recs), and then click on Select.

6. Click on Save.

7. Click on the Create button to create the base chart using the selected data source.

8. You will be directed to the Chart settings: Data sources panel where the newly added base chart is displayed. Click on load now to load the field mapping for this chart.

Mapping your fields

Field mapping is how OrgChart interprets your HR data fields. Field mapping can be loaded automatically (as seen below), or adjusted manually in the case where OrgChart is unable to identify the correct field in your data set.

9. Click on the Load field mapping option.

Creating your first base chart with Sample Data - Step 9.png

Note

If OrgChart does not identify the correct field from your data source, click on the dropdown menu associated with that field, and select the correct one. Additionally, if the fields are not able to populate automatically due to your data source, click on the Edit button associated with each field, and manually type the name of the field from your data source.

10. Click on Save in the Chart Settings: Mapping panel, and then click on Refresh.

11. Click on the Chart button on the left-hand side of the screen to access the newly created base chart.

12. The base chart has been created.

Refreshing your base chart

1. Click on the Refresh icon in the top toolbar.

2. Click on Refresh now option to pull data on-demand from your HR or directory system.

Note

Some data sources cannot be manually refreshed. Please reference your HR or directory system's integration article for more information.

3. To set your base chart to automatically refresh, click on the Settings button in the bottom left-hand corner, and then click on the Chart Settings option.

4. Click on the Refresh tab.

5. Click on the Frequency dropdown menu, and then select the frequency at which you'd like this base chart to automatically sync with your HR or directory system.

6. Click Save in the Chart Settings: Refresh panel to preserve your changes.

Creating an additional base chart

Once you've created your first base chart, you may want to create additional base charts. For example, you might want to have a version of your base chart that includes open positions, and one that doesn't.

The following section provides information on how to create a new base chart (by copying an existing one) and how to add an additional append data source.

Note

OrgChart recommends that you only create additional base charts when the data you are importing is different (i.e. you are pulling data from a different HR system, or an additional source). For filtering and modeling your data, OrgChart recommends creating custom charts or using the Planning module.

1. Click on the Settings button in the bottom-left corner of the screen, and then click on Account settings.

2. Click on the Chart management tab. Hover over an existing chart, and then click on the copy chart icon to duplicate it.

3. Click on Yes to confirm the action.

3. Optionally, click on the pencil icon to the right of the chart's name to rename it. Click 'Enter' on your keyboard to confirm the name change.

4. Click on the edit icon to make updates to your base chart configuration.

5. The Chart settings: Data sources panel is displayed. Click on Save, and then load your field mapping.

6. Click on the Add data source button (under the Append data source heading) to add an additional data source (i.e. an Applicant Tracking System) and pull data that exists outside of your core HR or directory system.