Basic Linking: People to Roles

Assigning People to Roles from a flat dataset can be done quickly through Linking.

To begin, paste your People data into a new dataset in the People tab, remembering to select the 'Flat data' option:

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Next, create a Roles dataset under the Roles tab:

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Go into your People dataset, and click on the Link View icon, and then select the dataset you want to link to (in this case, 'Roles') from the dropdown list on the Link To icon (note: the Link To dropdown will only appear after you've clicked the Link View icon): 

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Now you will have a basic table linking the two datasets:

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The next step is to populate your table, and there are a few options on how you can do this.

Option 1: Enter values directly into Links Table

You can go into either the People or Roles dataset and access the Links view, and then type the values directly into the grid (where Linking value 1 indicates one FTE):

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Note that when accessing the Links Table from the Roles tab/dataset, the Roles will be displayed horizontally along the top of the grid with the People listed vertically - vice versa when accessing the table from the People tab/dataset.

Option 2: Drag and Drop

Another way to create links is by dragging and dropping People directly onto Roles. To do this, navigate to the Roles dataset, change your display to Tree View and select 'People' from the Search dropdown in the side panel. Type a name to search for and then drag it from your search results onto the relevant card (in this example we are using Summary Cards):

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Once you have hit Set and OK on the drag and drop, press the 'Refresh' button and the name and role will be linked:

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In this example, the 'Incumbent' property is set up with the Gizmo expression

node.links.to

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If you want to hide this property, you can simply un-tick the 'Incumbent' property in the side panel and it will not show up on your Summary Cards:

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Alternatively, you can leave the 'Incumbent' property visible on your Summary Cards, and un-tick 'Display links':

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