This worked example takes you step by step through a scenario where we wish to use OrgVue to quickly generate an organisation chart based on pre-supplied data, then segment the organisation chart by department.
For demonstration purposes, this uses the sample data for One Hour with OrgVue (attached at the end of this article), otherwise, follow the steps using your own data.
Notes for Advanced Users: Please note that this article is introductory to cover some core concepts in OrgVue. This example uses only a small dataset but for very large datasets, we would advise against paging by descendants alone: we would recommend using the Level metadata options as additional filters, alternatively, please see the (first) custom dimension script in the Gizmo Cookbook which can assist in managing large datasets when performing functionality similar to below.
Copy and paste your data into a new OrgVue dataset
Open the Excel spread sheet and select all data in the worksheet, then click CTRL + C (copy)
Move to OrgVue, create a new dataset and select Paste from the top right hand menu
Then the following dialogue will be seen:
Select CTRL + V
The Paste options dialogue will appear:
Change the settings to match the detail above i.e., accept all defaults but change the Label to Job Title, then click apply.
The workbook should look like this:
Add descendants as an additional property in the worksheet
Activate the pop-out Properties dialogue towards the top right of your screen. Scroll down to Descendants property (unselected items are at the bottom of the list) and select it to make it available for use:
Pre-validate your results using category count
Move to the menu bar and select the filter icon
The dialogue will show the list of available properties to filter against on the left hand side, and the initial message will ask you to select a column to start filtering. Select Descendants from towards the end of the list which will then update the dialogue to look like this:
The property Descendants has moved to the top of the list and the dialogue now permits optional filtering by selected named Parents.
Clicking on the bottom right of the dialogue allows you to change the summary type:
This indicates there are 18 individuals with descendants (so: a total of 18 parent-child groups in the organisation): now, the dialogue can be closed using the X icon.
Enable page by descendants
Back in the dataset view, move back to the pop-out dialogue on the right hand sign of the screen again, now select Pages, and click the pencil icon to edit the settings:
In this instance we wish to page by Descendants, so choose that option from the drop down list and select OK:
The Pages option from the pop-out sidebar now shows Descendants and a scroll bar (below the Dataset title, it will also say Paged by Descendants):
As you use the scroll bar, the descendant groups will appear in alphabetical order e.g. the parent Accountant node and the nodes associated with the remainder of the Accounts team
From the top menu bar, switch from the default Worksheet view to Tree view:
View organisation trees based on descendants property
Now when you scroll through the pages, the corresponding descendants' group trees will display:
There will be 18 individual organisation trees available, as identified in the Category Count above, plus one more showing (All) i.e. the entire organisation
Generate output and advanced generate output
If you wish to output the view you see, choose the camera Snapshot icon from the top bar. A single PDF will show what you see on screen, while the auto paginate will present a ‘sideshow’ of all descendant trees, then provide an option to output all contents on completion.