September 8, 2021
12:05 AM
While Excel is excellent for storing data, it lacks the ability to provide a dynamic, comprehensive visualization of an organization. Organizational charts make auditing and visualizing key metrics simple, so that you can present a clear and strategic workforce vision to stakeholders.
HR data is often kept in a range of systems and applications across an organization, one of which is Excel spreadsheet. OrgChart allows you to load your HR data housed in Excel files, which can act as a main or supplementary data source. Excel is common for appending employee records that might not exist in your core HRIS, such as contractors, or for enhancing existing chart records with additional content, such as performance ratings.
Data in rows and columns is a suboptimal way to present metrics to make important business decisions. A single Excel spreadsheet rarely presents the whole picture on the numerous relevant KPIs involved in assessing a HR situation, and it fails to display the impact certain KPIs may have on the rest of the organization. An org chart not only displays organizational structure, but visualizes key metrics, such as performance scores, salary, and span of control.
Converting tables into meaningful visualizations is a slow and tedious process using Excel. OrgChart is specifically designed for the complex job of drawing, formatting, and publishing organizational charts from raw data. Once the entire process of creating org charts is automated, you save countless hours previously spent performing the task manually in Excel.
OrgChart can easily import Excel data to create charts and remains connected to keep it up-to-date. Chart formatting, data changes, and personnel calculations are quick and easy. Present charts in a variety of formats, including publishing to the company intranet, PDF or PowerPoint. Or break them down into departments and present them on different pages that decision makers can click through interactively.
Transform Excel data into visually powerful org charts in both the cloud (OrgChart Now) and desktop (OrgChart Platinum) versions of the software.
The best way to get a sense of how OrgChart can help you more effectively monitor the performance and growth of your business is to see a live demo tailored to your organization’s specific needs.
Adding data from an Excel spreadsheet is as easy as setting up an Excel connector in OrgChart viewer; a read-only interface for navigating, searching, and exporting organizational charts. Simply sign into OrgChart viewer and click on the connector icon and select Excel from the panel. From there, browse the files you wish to append or use to create the org chart.
Once you select the file, it’s simply a matter of configuring the mapping of the required fields. If the source file already contains the required fields, OrgChart automates the mapping. Refresh and the chart is complete!
Based on realworld reviews by actual OrgChart users, these badges reflect our focus on enabling our customers to always have up-to-date charts with the information they need to visualize any aspect of their workforce.
Import from an Excel file is by far the most commonly used way to import data into OrgChart’s desktop solution, OrgChart Platinum. To create charts from data housed in Microsoft Excel go to the data tab and click on the import button.
An import wizard appears where the sheet of the worksheet is selected from the available tables. Select the data to be visible in the chart using a checkbox for each field.
Once you create it, anyone you choose can interact with it to reveal other levels of management on new pages as shown in the example below.
After creating the chart, modify it with color, fonts, and border styles.
The best way to get a sense of how OrgChart can help you more effectively monitor the performance and growth of your business is to see a live demo tailored to your organization’s specific needs.
Passionate and people-centric product leader. As a former teacher, Kimmie leans on her experience of problem solving, strong communication, and deep empathy to design, develop, and deliver impactful, client-focused technology. Kimmie is your partner in delivering a solid, comprehensive solution to your HR problems.
In her writing, Kimmie leverages her deep understanding of our customers and the products we offer to educate readers and audiences.
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