How to import a link matrix (linking roles with processes)

With a people and role datset in hand, it is possible to import (paste) and export (copy) link data at will provided the correct table headers for the link data are applied. These must be as below, and are case and order sensitive:

• from_id
• to_id
• value
  
  

Scenario:

I already have a People dataset:

 

And a Roles dataset:

 

and instead of filling out "c" or "a1", "a2" on each and every cell in the link matrix, I wish to import the relevant data instead.

Resolution

Link the two tables

First open up the Roles dataset:

 

And select the link icon (which will highlight) and from the now-exposed link dropdown, choose the table to link with:

 

This will then build out the linked table:

 
Build the Link Matrix in Excel – Import/Export

If you do not wish to complete the linked table by hand, then it is possible to use the standard OrgVue controls in the normal way to export/import.

 

If you wish to export so you can have a template to build out a link table to import subsequently, ensure at least one value is shown in the link table (because it is not possible to export zero links).  Here I just added a value to the top left cell:

 

And selected Copy from top right options in the dataset, and copied into Excel:

 

So it is possible to import (paste) and export (copy) at will provided the correct table headers are applied.  These must be as below, and are case and order sensitive:

• from_id    
• to_id    
• value
  
   
  In the example below the matrix has been built out:
  
   
  
  Which can be imported to OrgVue by copying from Excel, and into the relevant OrgVue linked view using the Paste control.