Merging data from a spreadsheet

When you have data saved in a spreadsheet (e.g. MS Excel and Google Sheets) it can be merged into a Dataset or a Draft.

This can be done via Workspace or Settings.

Use Workspace when you want to:

• Add nodes (i.e. people or positions) to your data; and/ or
• Update property values for existing nodes; and/ or
• Add new properties to your data; and/ or
• See the effect of changes before saving data.

Use Settings when you want to:

• Delete properties from your data as part of the merge; and/ or
• Delete nodes if they are not in the spreadsheet data being merged.

The following articles focus on making changes from Workspace:

• Adding a new property to a dataset
• Updating property values by paste merging data from a spreadsheet

The Orgvue User Guide explains how to merge data via Settings.