Part 3: Creating Your First Chart
With TeamOrgChart you can create organizational charts from a range of data sources.
Create a Chart from Microsoft Entra ID
Organizational charts created using Microsoft Entra ID as a data source are dynamic and automatically synchronize with any changes in your Microsoft Entra ID environment.
To create an organizational chart using Microsoft Entra ID, TeamOrgChart will require you to grant the 'Directory.Read.All' permission (or scope), this is a one-time operation that can only be granted by an account with Global Admin Rights. After the permission has been granted, users will be able to create and access the organizational charts.
To grant the Directory.Read.All permission, click 'Grant Permissions' in the settings menu. Then complete the Microsoft consent workflow for Active Directory Org Chart.
Creating a Chart
On the home page, click 'Create Org Chart'.
Give your chart a name.
Select Microsoft Entra ID as your chosen data source.
Complete the Microsoft consent workflow.
Search for and pick your starting person, the individual who will be at the top of the organizational chart. Alternatively, select Start from User, from the Dynamic Start Position dropdown menu, to use the current user as your starting person.
Open your new organizational chart, it is now ready for further customization.
Create a Chart from a Microsoft Excel Spreadsheet
Organizational charts created using a Microsoft Excel as a data source are not dynamic and will not automatically synchronize with any changes in your Excel Spreadsheet.
Your spreadsheet must contain:
- An ID Column: a column that uniquely identifies each person.
- A Manager Column: a column that identifies each individual's manager.
These two columns form the basis for creating the hierarchy.
The column 'data types' must match. For example, if you use an email address for the ID, you must also use an email address for the Manager.
The other columns in the spreadsheet are used to show data within the organization chart.
Typically, these will include things such as name, job title, department, and telephone number. However, there are no specific requirements. The additional columns can be displayed in the chart boxes, used within conditional rules, and shown in the information pop-up window.
Creating a Chart
On the home page, click 'Create Org Chart'.
Give your chart a name.
Select 'Load from a Spreadsheet'.
Upload your spreadsheet, either drag and drop onto the spreadsheet upload panel, or click the upload button and locate your chosen file. A table showing a portion of the spreadsheet data will now be displayed, click 'Import Positions' to load your it into TeamOrgChart.
Select the ID and Manager, pick the columns from your spreadsheet data the holds the unique and manager ID's. You can also select which columns contain other information such as names, email adresses and departments.
Click 'Load Data...', TeamOrgChart will now locate the person at the top of the organization and display the first three levels of the organizational chart starting from their position. Your chart is now ready for further cusomization.
Creating a Chart from a Microsoft Excel Spreadsheet stored in OneDrive
Organizational charts created using a Microsoft Excel Spreadsheet in OneDrive as a data source are dynamic and will automatically synchronize with any changes in your Excel Spreadsheet.
To enable TeamOrgChart to create charts from Microsoft Excel Spreadsheets stored in OneDrive, the permissions 'Files.Read.All' and 'Sites.Read.All' are required. To grant these permissions, click 'Grant Permissions' in the settings menu. Then complete the Microsoft consent workflow for OneDrive Org Charts.
On the home page, click 'Create Org Chart'.
Give your chart a name.
Select 'Create Org Chart from Excel file on OneDrive'.
Search for and select your chosen Excel file from your OneDrive.
Select the ID and Manager, pick the columns from your spreadsheet data the holds the unique and manager ID's. You can also select which columns contain other information such as names, email adresses and departments.
Click 'Load Data...', TeamOrgChart will now locate the person at the top of the organization and display the first three levels of the organizational chart starting from their position. Your chart is now ready for further cusomization.
Create a Chart from a Microsoft SharePoint List
Organizational charts created using a Microsoft Excel as a data source are dynamic and will automatically synchronize with any changes in your SharePoint List.
To enable TeamOrgChart to create charts from Microsoft SharePoint Lists, the permission 'Sites.Read.All' is required. To grant this permission, click 'Grant Permissions' in the settings menu. Then complete the Microsoft consent workflow for SharePoint Lists.
On the home page, click 'Create Org Chart'.
Give your chart a name.
Select 'Create Org Chart from a SharePoint List'.
Search for and select the Microsoft SharePoint site that contains your chosen list. Once a site has been selected the available lists will be displayed, select the list that contains your chosen chart data.
Select the ID and Manager, pick the columns from your spreadsheet data the holds the unique and manager ID's. You can also select which columns contain other information such as names, email adresses and departments.
Click 'Save', TeamOrgChart will now locate the person at the top of the organization and display the first three levels of the organizational chart starting from their position. Your chart is now ready for further cusomization.
Next Step : Navigating Your Chart