How do I format data correctly when pasting links into OrgVue - Excel 2010/2013

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, it displays it as a grid.

Below left 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) and below right is how that same data needs to be formatted in order for it to be pasted into OrgVue.


The required transformation of the data is most easily achieved in Excel. The method below details how to do this in Excel 2010 and 2013. For Excel 2016 see this article

There is a useful add-on for Microsoft Excel which can do the above conversion very quickly.  To follow the method below you will need to first download Microsoft Power Query for Excel from https://www.microsoft.com/en-gb/download/details.aspx?id=39379 and then install it.

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

1.    Within the Excel worksheet select the rows and columns containing the data you wish to paste into OrgVue. In the Insert ribbon click on the Table icon and choose to create the table. 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. DO NOT select the first column.

 

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

 

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


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 that the column heading values are case sensitive.)

The data is now in format which will enable it to be pasted into the links page in OrgVue.


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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