Admin tutorial 1: Creating a base chart

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
  • Selecting a data source
  • Mapping your fields
  • Refreshing

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.

Selecting a data source

1. Log in to OrgChart.

2. Upon first login, the alert to create a new chart is displayed. Click on Create new chart.

3. The Chart Settings: Data sources panel is displayed. Click on the Click here to select a data source hyperlink.

4. Select your HR data source or directory system from the list of main data sources. For this example, we will be using sample data that is already loaded into OrgChart. Click on the Excel option.

Note

For help integrating with your HR or directory system please reference the OrgChart integrations article, or contact Support for assistance.

5. Click on the Choose file button.

6. Click on the Samples folder, and then select the Sample Data Set - 250 Recs option. Click on Select to add the sample data set as your data source.

7. Click on Save to preserve your changes.

8. Click on Save in the Chart Settings: Data sources panel to preserve your data source selection, and then click on the Configure field mapping button.

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.

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.

Once you've created a base chart and configured your refresh settings, it's time to create a view. Continue to Admin tutorial 3: Creating custom charts.