OrgNice builds your org chart from three columns in your Google Sheet that describe the reporting hierarchy. This article describes what those columns need to look like, and provides a sample template you can start from.
The columns OrgNice needs
OrgNice builds the reporting hierarchy from employee/resource data in the Google Sheet configured in Project > Setup. Data can describe roles, positions, resources, or people. Ideally, your sheet has -
- A column with a unique ID for each employee/resource/position/etc
- A column with the name of the employee/resource/position/etc
- A column with the ID of the manager, which must match one of the values in 1
You don’t need to get this exactly right. OrgNice can auto-discover the reporting hierarchy even when your sheet doesn’t follow this structure precisely — it will work around missing or inconsistent data to generate the best possible org chart. The structure above is what produces the most reliable results, not a strict requirement.
Constraints
- An Org Chart must have a single root which is a row that has no value in the Manager ID column.
- All employee/object IDs must be unique
- All manager IDs must be present in the employee/object IDs
In case your data does not follow these constraints, OrgNice will auto recover but you might get some unexpected results in some cases.
OrgNice currently does not support filtering of data.
Template
You can use this Google Sheets file as an example/template to get started.
