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Author Topic: Importing from Excel  (Read 3276 times)

Maria

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Importing from Excel
« on: December 20, 2005, 08:06:36 AM »

How do I import from excel to make an org chart? Thank you
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Re: Importing from Excel
« Reply #1 on: December 20, 2005, 08:24:32 AM »

To import from Excel you have to columns that will be needed to create a hierarchy for your chart.  One Column will be a unique key.  The Unique Key field (also known as position)must be unique to that record meaning it can not be duplicated in the column.  The second column that is required is a Reports To column.  This column will contain the Unique of the record that said record reports to.  You should have sample data of this on your computer.  These XLS files will be stored under My Documents | My Charts.
You can also try going through the tutorials.  Open OrgPlus 5 and go to Help | OrgPlus Tutorials and select the link Creating Charts From External Data.  Below I have provided a direct link to the Tutorial.

http://www.humanconcepts.com/op5/tutorial05.htm

Sincerely,

Ted Osborne
Customer Advocate
HumanConcepts
OrgPlus. Organize. Visualize. Strategize.
(415) 332-3030 ext. 3000
http://www.orgplus.com
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