Adding a new dataset using Settings – Orgvue Knowledge Base

This article explains how to load your own dataset from Excel or CSV using Settings.

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File requirements

Column headings must be unique (these get applied as Orgvue Property Keys)
Empty rows or columns must be removed
Column headings must not contain special characters e.g., (!@#$
Values must not include symbols. These are most commonly found in cost properties containing currency symbols. (e.g., $, £, €). Values can be formatted after the dataset is uploaded.
Dates in CSV files must use ISO format: YYYY-MM-DD. (Dates in XLSX files can have any format)
For hierarchical analysis:
- A column (property) to hold the unique ID for each node (e.g., ‘Employee URN’)
- A column (property) to hold each node’s parent ID (e.g., ‘Manager URN’)
  - Nodes with missing ID or Parent ID values will be uploaded as broken hierarchies to be fixed in Orgvue

Also note:

Leading 0's in IDs should be avoided.
Hidden columns can be included or excluded. See Step 4, below.
Calculated values will be brought into the dataset as hardcoded values.

Add a new dataset

Navigate to Settings by selecting the burger icon.
Select ‘Settings’.

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Select the ‘+ Dataset’ icon.

In the example below, there are two existing datasets in the tenant. When there no available datasets, the highlighted notice is shown:

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Select the data to be uploaded by:
1. Left clicking in the upload area, then selecting your file; or
2. Placing the cursor in the upload area, then pasting your copied data;
3. Dragging your file to the upload area.

Note: Hidden columns are included when a file is selected (a) or dragged (c) but excluded when data is copied and pasted (b).
Tip: If your source file is password protected, use the paste option (4b)

Select ‘Next.

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Edit dataset details:
1. Enter a name for the dataset and select which worksheet from the spreadsheet is to be uploaded
2. Specify the Dataset Type (typically People or Positions);
3. ‘Hierarchical’ is required to analyse the organization structure;
4. Select the ID property for each node (e.g. employees or positions);
5. Select the Node Parent ID property. This is used to define reporting lines and visualize the organization structure;
6. Specify the property used as the default label for people or positions (typically employee name or position title);
7. At this stage, access permissions can also be set (see Assigning dataset permissions).

Select ‘Next’.

Check Orgvue has detected and applied the correct ‘type’ for your properties

TIPs:

IDs and Grades will often be detected as ‘Number’ properties. We recommend changing the type to ‘Text’ so these are displayed most appropriately in Workspace.
Check that properties with numeric values have the ‘Number’ type applied. If they are detected as text properties, this is most likely due to symbols being included in the formatting of your source data. The fastest way to resolve this is by removing any formatting from your spreadsheet and reloading. (For more information, see: Why is my cost data not showing correctly?)