Org Charts

Welcome to the improved org chart experience! Features such as auto-layout, individual employee overrides, group view, filters, and data overlay make mapping out your organization easier than ever.

Please note that the old version of org charts has been discontinued, so it is no longer possible to access the old org chart shape library. If you have existing documents that contain the old org chart shape library, you will still be able to use the shapes in it.

You can find the new org chart shape library in the shape library manager. See the Access More Shapes article for information on how to enable it.

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When the shape library is enabled, it will appear in your toolbox to the left of the canvas.

org_chart_shape_library.png

You can either create an org chart from scratch or auto-create one from imported data. To create from scratch, simply drag out the org chart shape from the shape library.

Unlike the previous org chart experience, org charts now exist as grouped shapes that you can edit as a single entity when you are on the “page” level of your document. If you click anywhere on your org chart, a blue outline will appear around it, allowing you to move it around the canvas and make universal changes to its style.

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Double click anywhere on your org chart to enter the org chart group. The org chart data panel will appear on the left of the canvas, replacing the toolbox.

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The body of this panel will display a bullet point tree of your org chart, and the top will display options for modifying the org chart’s layout and shapes. You can close this panel by clicking 10_-_exit_org_chart_panel.png in the top right corner, and you can return to the “page” layer of your document a by double clicking on the canvas outside of the org chart or by pressing ESC.

When you are in “group” editing mode, you can select an employee by clicking on its shape in the diagram. The employee options bar will appear at the top of your canvas, providing options to make shape-specific modifications that will override the universal settings of your org chart.

org_chart_employee_options_bar.png

To clear the overrides applied to a shape, click 28_-_clear_shape_overriddes.png.

See the sections below to learn how to create an org chart from imported data; add, move, and delete org chart shapes; edit shape data; and modify the style and format of your chart.

Before importing data, it is essential to make sure your table meets these two requirements:

  • Every column of your table has a header.
  • Every employee has a supervisor indicated by either an employee ID or by name.
  • Every supervisor also needs to be listed as an employee. Even the CEO will be listed as an employee with a blank corresponding supervisor cell.

If you are using employee names to indicate supervisors, make sure to place employee first and last names in the same cell. This “First Last” format also applies to the supervisor column. Make sure that every supervisor is also listed as an employee.

Example spreadsheet:

Screen_Shot_2018-09-10_at_3.49.15_PM.png

Example with possible additional columns:

Screen_Shot_2018-09-10_at_3.49.23_PM.png

Your spreadsheet is now ready for import.

To import org chart data, follow these steps:
  1. Click "import data" from inside the org chart shape library or navigate to File > Import Data > Org Chart.

    import_data.png

    org_chart_import_from_file_menu.png
  2. Select the data set type (Google Sheets, Excel, or CSV) that you would like to import, or select to choose a file that you have already uploaded to Lucidchart. Click 12.5_-_next.png.

    org_chart_import_choose_data_set_type.png
  3. Select the file you would like to import. 
  4. In the next window, select which column of your dataset contains Employee and Supervisor ID numbers. Click 12.5_-_next.png.

    Screen_Shot_2019-05-07_at_12.17.53_PM.png

    Note: With the new org chart experience, it is not possible to identify employees and supervisors by name.
  5. In the next window, match the rest of the columns of your dataset to the org chart fields. Click Next.

    match_employee_fields
  6. The next window will give you the option to create separate org charts for each group or location in your dataset. If you would like to do so, select "Create Separate Org Charts for each:" and then select a column from the dropdown.

    separate_org_charts.png
  7. When you have finished importing your data, your org chart will appear on its own page(s) in your document. By default, Lucidchart will only display the employee name and role on your org chart shapes, but you can add or remove fields at any time, as described below.

With the new BambooHR integration, you can generate Org Charts automatically in Lucidchart with employee data imported from your BambooHR account. To import your data, follow these steps:

  1. Click "import data" from inside the org chart shape library or navigate to File > Import Data > Org Chart.

    import_data.png

    org_chart_import_from_file_menu.png
  2. Select BambooHR as the data source and enter your BambooHR domain.

    1.png
  3. Log in to BambooHR.
  4. Select the data you would like to import (you will only be able to import data you have permission to use).

    3.png
  5. Proceed as normal with org chart import, as described above.

Easily update your Org Chart’s data through the Manage Data icon, found in the right corner of your Org Chart data panel.

<Manage_Data_Icon

Here, you will find the option to either “Refresh Data Set,” which will update your Org Chart with any changes made to the data on your connected Google spreadsheet, or to "Replace Your Data,” which completely replaces your existing data with a new data source.

Replace_Or_Refresh_Data

If you choose to Refresh your data, then your Org Chart will update to reflect any changes made to your Google spreadsheet.

If you choose to Replace your data, then your Org Chart will remove information from the previous data source and update to reflect the new data source.

If you add, delete, or edit employee data on your Lucidchart Org Chart and these changes are not reflected on the Google Sheet, then you will receive a message asking how you want to handle these conflicts.

How_To_Handle_Conflicts

You can choose to keep your changes, which will update the Org Chart to reflect the changes made on the Google Sheet, but will not discard any edits made directly on Lucidchart.

Alternatively, if you choose to discard your changes, then it will update the Org Chart to reflect the Google Sheet and erase any changes made to your Org Chart directly on Lucidchart which are not reflected on the Google Sheet.

Overlay Additional Data
You can now overlay additional data on your org chart by importing multiple data sets. Data overlay allows you to consolidate all your employee information into one org chart.

To add a new data set to your org chart, follow these steps:

  1. Double-click on your org chart so that the left data panel appears.
  2. Click the Manage Data icon.

    GEarIcon.png
  3. Select “Overlay New Data Set.”

    Overlay_data.png
  4. Follow the prompts to import your new data set.

    ImportFlow.png
  5. Select the unique identifier by which you want to merge your org charts. Please note: in order to overlay data, all data sets must have the same unique identifiers (such as Employee ID or Name).

    Merge.png

You can now visualize both data sets directly on your org chart. Find more information on how to manage which fields from your data sets are shown on your org chart in the "Manage Employee Fields" section of this article.

Add, move, and delete org chart shapes directly on the canvas or in the bullet point tree in the org chart data panel. Any changes you make to the tree will be automatically reflected in your diagram and vice versa.

On the Canvas
  • When you hover over an employee shape, red + signs will appear on each side of it. These icons function similarly to regular connection points; clicking on one will automatically add a new shape to your diagram that is connected to the original shape with a line.

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  • Move an employee to a new place in the org chart by dragging and dropping it. The employee’s reports will remain connected to it and change positions with it.

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  • To remove an employee from your org chart, select it and press “delete.” Any reports of that employee will become reports of its supervisor. If you delete the CEO (top) level of your org chart, its reports will become "orphans" that are not connected to a supervisor.

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In the Org Chart Data Panel
  • Click on an employee’s name in the tree to select their shape and center them on the canvas.
  • Press “enter” to add a direct report to a selected employee.
  • Press “tab” to move the selected employee one step down in the org chart hierarchy.
  • Move an employee by dragging the handle (25_-_handles.png) to the left of the employee’s name and dropping it to a new place in the tree.
  • Delete an employee by deleting its row from the tree.
Manage the fields of all employees at once in the data panel or manage the fields of a specific shape using the employee options bar.

Manage Fields Universally
  • To hide or show all employee photos, click 22_-_shapes.png and toggle the switch next to “Show Photo.”
  • To add or remove employee fields to/from all of the shapes in your org chart, click 22_-_shapes.png and select or de-select fields beneath “employee fields.”

    24_-_manage_fields.png
  • To rearrange employee fields in all of the shapes of your org chart, click 22_-_shapes.png and drag and drop the handles (25_-_handles.png) to the left of the field name.
  • To delete employee fields from all of the shapes of your org chart, click 22_-_shapes.png, hover over the field you want to delete beneath “employee fields,” and click 26_-_trash_can.png to the right.
Manage Fields of a Specific Shape
  • To hide a field from a shape, select the shape, click 18_-_hide_fields.png in the employee options bar, and de-select the field.

    18.5_-_deselect_fields.png
  • To edit the text of a shape’s data field, select the shape and highlight and type over the field. You can also edit the name of an employee in the tree of the data panel.
Manage Employee Photos
To manage an employee image, select the shape and click org_chart_images_1.png in the employee options bar.

org_chart_images_2.png

  • Toggle the switch next to “Show Photo” to hide or show the image from that shape.
  • Upload an image file from your local device by clicking org_chart_images_3.png or call a publicly hosted image by clicking org_chart_images_6.png and pasting the URL into the text field.

    org_chart_images_new_4.png
  • Click org_chart_images_5.png to remove the image associated with a shape.
Modify Chart Layout
To change the layout of your org chart, click 20_-_layout.png in the data panel and select one of the arrangement options from the menu that appears.

21-_layout_options.png

Modify Shape Format
  • To change the style of all shapes in your org chart, click 22_-_shapes.png in the data panel and select an option beneath “shape style.”

    23_-_shape_style_options.png
  • To change the style of a specific shape, select the shape, click org_chart_change_shape.png, and select an option from the menu that appears.

    org_chart_change_shape_2.png
Modify Style
You can apply a stylistic change to your entire org chart or to an individual shape or line. To apply a change to the entire chart, make sure you are editing the chart while on the “page” layer of your document. To apply a change to an individual shape, make sure you are editing from within the org chart group.

You can modify the following stylistic elements of your org chart using the properties bar at the top of your canvas:
  • Fill color and opacity
  • Line/border color
  • Line/border thickness
  • Line/border style
  • Line/border rounding
  • Text formatting
  • Text style
Please see the following articles for instructions on how to make these changes:

Filters make it easier than ever to search your org chart without changing the structure of your document.

Double-click anywhere within your org chart to access the org chart data panel on the left side of your canvas. Then, select the FilterIcon1.png icon to begin using filters.

Then, you’ll be prompted to determine the parameters of your filter.

ClickFilter.png

There are various ways to use filters, and how you use filters depends in part on the employee fields in your dataset.

For example, if you want to filter by the HR department, then you would:

Filter_By_Department_1.gif

Next, if you want to find all employees with the last name “Smith” within the HR department you would add another filter, like this:

Filter_By_Name_1.gif

Filters were designed to save you time and empower you to make the most out of your org charts by allowing you to find the information you need fast. In this example, you can see how filters allow you to find the data you need within your org chart without actually changing the structure of your document.

Once you find the information you are looking for, you can remove filters by clicking the RemoveFilterX1.png icon next to the filter:

Remove_Filters_1.gif

Please note: existing filters are not automatically cleared when adding a new filter. This means that every additional filter you add will narrow the specificity of your search.

As in this example, if you have a filter to only show the HR department, and then you add a filter to for employees whose the last name is “Smith,” then your results will show only employees in the HR department whose name contains “Smith.”

You can now visualize the non-hierarchical relationships in your organization with Group View for org charts.

Group View allows you to separate your org chart into various groups based on department, location, SCRUM team, or any other category from your dataset.

To begin using Group View, follow these steps:

  1. Double-click on any element in your org chart so that the org chart data panel appears on the left of your canvas.
  2. Select the Manage Data icon.

    Manage_Data_Icon.png
  3. Select “Create Group View.”

    Create_Group_View.png
  4. Select “Next.”

    Next_Icon.png
  5. Choose the field from your data set by which you want to group your organization.

    Choose_Field_GroupView.png

    • You can select any field with repeated values to create a group. Otherwise, if you select a value which is not repeated, only one contact will appear in that group.
    • If there are employees which do not have a value for the field you selected, they will be grouped into a non-categorized group.
    • Please note: If you have added a filter to your org chart, then you will be prompted to choose whether you want to apply the filter to the group or ignore the filter.
  6. Select “Create Group View.”

    Create_Groupview_Icon.png

    This will create a new page on your document named “Group View: name of grouping field" You can access this page at any time by clicking on the page tab found at the bottom of your canvas. For example, if you group by department, the page tab will look like this:

    GroupViewName.png

    To rename the page, simply double click on the tab.

You have now successfully added a Group View to your org chart!


To add a new Group View, follow the above instructions again. This will create a new “My Group View” page and will not replace the previously created Group View.

To add a new group to your Group View, double click into your group view so that you are in group editing mode. Then, select the blue Plus_Icon.png icon, found on the left of your groups. You may also click the Plus_Icon2.png icon that appears at the top of your group view data panel to add a new group container.


To add a new employee to your group, double click into your group so that you are in group editing mode. Then, hover over a group and select the blue Plus_Icon.png icon that appears at the top of the group. You may also click the Plus_Icon2.png icon that appears by each group heading in your group view data panel.


To move employees between groups, double-click on the group to enter group editing mode, select the employee on your canvas, and drag and drop the employee to your desired group.


To delete employees from a group, click on the employee shape so that it is highlighted in blue, then click the “delete” button on your keyboard or right-click and select “delete.”


To change the grouping field, click on the drop down that appears at the top of the group view data panel. Then, select a different field by which to group your employees.


Please note: All group containers are automatically sized equally, which means all group containers will match the size of the largest group. There is not currently a way to resize group view containers.

Whether you’re a new employee or the head of HR, thoroughly understanding your organization’s structure sets you up for success in the workplace. Not only does it help you remember who reports to whom, but it can also help with the hiring process by letting you easily identify gaps within your organization to see which departments need more resources, to name one example.

Usually, employee information is stored in a spreadsheet or organized through a third-party HR software such as BambooHR. However, if you keep this information hidden where only a handful of employees can access it, then you dismiss the potential value of sharing such information. Lucidchart org charts aim to provide a solution to this problem by bridging the gap between your data and its potential value to employees.

If you store your employee information in Excel, Google Sheets, a CSV, or BambooHR, then you can easily import your data to Lucidchart. We will automate the perfect org chart for your organization, and you can then format and style it to fit your personal preferences. Don’t worry if you’re just getting started – we also provide the tools to build your entire org chart from scratch directly in Lucidchart.

Additionally, as employees of a growing company ourselves, we understand the pain-points that come with a constantly evolving organization; positions change, people leave, new employees join, and frankly, it’s hard to keep track. That’s why we made it as easy as possible to make sure your data remains consistent across platforms. If you import data to build your org chart, then you can simply click “refresh data” to sync changes from your data source to your Lucidchart document. This means you never have to worry about updating multiple platforms and data sources when organizational change inevitably occurs. Instead, you can save time and rely on Lucidchart as your source of truth when you need it most.

We also understand that modern organizations don’t always fit into the typical top-down hierarchical model. In particular, hierarchical org charts fall short when you want to visualize the cross-functional ways team members often work. For example, at Lucid, our product development team works in SCRUM teams. Each SCRUM team consists of a product manager, 2-3 software developers, 1-2 quality assurance specialists, and a UX designer. This means that individual members from four different departments will collaborate on a project, but, unfortunately, this collaboration isn’t easily represented by traditional, top-down org charts which are usually divided by department.

That’s why we created Group View, which allows you to separate your org chart data by any unique values in your data source. To understand how this could be useful, consider the following example. The org chart template shown below provides most of the information one would need to understand the organization’s structure:

Org_Chart_by_Scrum_Team_-_My_Organization.png

You can quickly identify the CEO and executive team, and you can follow the lines to see all direct reports in each department. This example even uses conditional formatting to color-code employees according to SCRUM team. Although the conditional formatting makes the employees on SCRUM teams stand out, it does not help much if you want to plan, organize, or adjust SCRUM teams.

Group View solves these problems through an intuitive framework that lets you to visualize your org chart data in a completely new way, without ever changing the original data source. In this case, if you separated employees according to SCRUM team, then you’d create a Group View that looks like this:

Org_Chart_by_Scrum_Team_-_Group_View__Scrum_Team.png

Now, you can not only see which team members belong to each SCRUM team, but also you can drag-and-drop unassigned employees to a team. The beauty of Group View’s flexibility is that it empowers you to do anything from organize project teams to breakdown employees by seniority, location, or any other factor that’s important to you.

Other features such as filters, field management, and collaboration make it easy to incorporate org charts into your daily workflow, or you can also export or present your document to showcase your org chart to investors.

No matter how or why you use org charts, Lucidchart aims to make it as easy as possible to create a professional, data-driven visualization of your organization that anyone can use.

Click here to start working from the SCRUM team org chart template or browse additional org chart templates here!



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