Create an Org Chart from an Excel Spreadsheet in OneDrive
Create an Organizational Chart using a Microsoft Excel Spreadsheet stored in OneDrive as your data source.
1. Grant Permissions
Grant permission for TeamOrgChart to access the Excel documents on your OneDrive.
2. Select Spreadsheet
Search for and select the desired Excel Spreadsheet.
3. Configure
Configure your essential columns. ID and Parent Key columns form the basis for creating the hierarchy.
The column 'types' must match. For example, if you use an email address for the ID, you must use an email address for the Manager.
4. Create Chart
Click Create from button. TeamOrgChart will then build your Org Chart from your data.
TeamOrgChart will automatically synchronise to any changes you make on your selected Excel Spreadsheet.