How do I format data correctly when pasting links into OrgVue

The way OrgVue stores links data requires an unpivoted table – think of this as a table where all data of the same type is in one column.

However when we want to link two sets of data, often the format is one type of data in the top row and one in the left column with links populating the grid.

Slightly confusingly,  while OrgVue stores links data as an unpivoted table, the latter is how it is displayed.

Below is a simple example of data collected on the percentage of time which employees spend on processes (all employees have allocated 100% of their time).



There is a useful add-on for Microsoft Excel which can do the above conversion very quickly.  You can download Microsoft Power Query for Excel from https://www.microsoft.com/en-gb/download/details.aspx?id=39379.

 

The worked example (pre-requisite: install Microsoft Power Query for Excel) is below:


1.    Insert a table in Excel containing all the cell you want to convert. Confirm that your table has headers and press ‘OK’

 


 
The resulting table looks like this:

 


2.    Go to the Power Query tab, click ‘From Table’ and select your recently created table


 
The following window will appear:

 



3.    Select the columns you want to unpivot by holding down ‘shift’ and clicking the column headers. In this case it is columns 2 – 4, as these are the column containing time data.

 



4.    Under the ‘Transform’ tab select ‘Unpivot columns’.

 


5.    Under ‘Home’ select ‘Close & Load’, your unpivoted table will be loaded in a new Excel Sheet.



6.    The last step is to rename the headings to: ‘from_id’ for the people, ‘to_id’ for processes and ‘value’ for the links.



Note: if you are not sure which way round the column headers go there is a simple rule: links go FROM tabs at the top of the list on the OrgVue homepage TO tabs at the bottom.

 

This article was authored by Miranda Copps from the OrgVue Consulting team

 

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