Org Chart Plus Premium Web Part User Manual

Org Chart Plus Premium

User Manual

Org Chart Plus is an application designed to provide users with an intuitive and interactive view of the organizational structure. It allows users to explore hierarchies, view relationships between members, and access detailed information about each individual. The app offers customizable views and filtering options to help users focus on the data most relevant to them.

User Manual

Configuring the Org Chart Plus Premium

Before configuring your Org Chart Plus Premium WebPart on a site page, make sure to walk through the steps on this article to approve Graph API Permissions and allow the product to function fully: https://bamboosolutions.zendesk.com/hc/en-us/articles/21465428718099/live_preview/01JF6FTFV3FBQX9AA5SJG2JTK3 

*this article is for another product called Calendar Plus, however the Graph API permission grating process is the same

After adding the Org Chart Plus Premium WebPart to a page, put the page in edit mode and click on the  icon to pull up and manage the Org Chart Plus Premium settings. 

Org chart plus premium settings:

Data:

This refers to the information that will be used to generate the org chart. It includes all the relevant details that need to be visualized.

• Top User’s Email to show in chart: This is the email of the user whose data will be prominently displayed in the chart. This user might be the focus of the visualization.
• User Data Cache: This button can reset/clear previously loaded data for this user.

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Licensing:

This refers to the permissions and rights associated with the use of the data, or the software used to create the chart.

Query Filters:

Narrow down the data you want to display in the organizational chart. These filters allow you to focus on specific employees based on their department, email, or job title. Here’s how the filters work:

1. Department:

• Start With: This filter allows you to include only the departments whose names begin with a specific word or letter. For example, if you enter "Sales," the tool will display employees from any department that starts with "Sales" (e.g., "Sales Team" or "Sales Operations").
• Includes: This option filters departments that contain a certain word or phrase anywhere in their name. For example, if you enter "Tech," the tool will display departments like "Tech Support" or "Technical Operations."
• etc.

2. Email:

• Start With: This filter displays employees whose email addresses begin with a specific sequence of characters. For example, entering "Miriam" will show employees with emails like " [e-mail] "
• etc.

3. Job Title:

• Start With: This filter includes employees whose job titles begin with a particular word. For instance, entering "Manager" will show job titles like "Manager of Sales" or "Manager of IT."
• Includes: This filter includes any job titles that contain a specific word or phrase. For example, entering "Engineer" will display roles like "Software Engineer," "Senior Engineer," or "Network Engineer."
• etc.

Post Filters:

These allow you to further refine the data after it’s been retrieved from the graph API, giving you more control over which employees appear in the organizational chart. These filters include various options like "Starts With," "Ends With," "Is Not Empty," "Includes," and "Does not Include," and they apply to fields like department, email, employee ID, job title, and office location.

1. Department:

• Starts With: Displays departments that begin with a specific word or letter. For example, entering "Finance" will show "Finance Operations" or "Finance Team."
• Ends With: Filters departments that end with a specific word or phrase. For instance, entering "Support" will display departments like "Tech Support" or "Customer Support."
• Is Not Empty: Ensures that only employees from departments with filled-out department fields are shown. It excludes employees without a department specified.
• Includes: Displays departments containing a specific word or phrase anywhere in the department name. For example, entering "HR" will show "HR Team" or "HR Operations."
• Doesn't Include: Excludes departments that contain a specific word or phrase. For example, entering "Sales" will hide any department with "Sales" in its name.

2. Email:

• Starts With: Shows employees whose email addresses begin with certain characters. For example, entering "Miriam" will show employees with emails like " [e-mail] "
• Ends With: Filters employees whose email addresses end with specific characters, like "company.com" to show all users from that domain.
• Is Not Empty: Displays only employees who have an email address listed, hiding those without one.
• Includes: Displays employees whose email addresses contain a specific word or part. For instance, entering "Mi" will show emails like "[e-mail] "
• Doesn't Include: Hides employees whose email addresses contain a specific word or sequence. For example, entering "temp" will hide any email with "temp" in it.

3. Employee ID:

• Starts With: Displays employees whose IDs begin with certain characters. For example, entering "123" will show employees with IDs starting with that number.
• Ends With: Filters employees whose IDs end with specific numbers or characters.
• Is Not Empty: Ensures only employees with a recorded ID are shown, excluding any employees without an ID.
• Includes: Displays employees whose IDs contain a specific number or sequence of characters.
• Doesn't Include: Excludes employees whose IDs contain certain numbers or sequences.

4. Job Title:

• Starts With: Shows employees whose job titles begin with a specific word or phrase. For example, entering "Manager" will show titles like "Manager of IT" or "Manager of Operations."
• Ends With: Filters employees whose job titles end with certain words. For example, entering "Director" will show titles like "Sales Director" or "IT Director."
• Is Not Empty: Displays only employees with a job title listed, hiding those without one.
• Includes: Shows employees whose job titles contain a specific word or phrase, such as "Engineer" to display titles like "Software Engineer" or "Network Engineer."
• Doesn't Include: Excludes employees whose job titles contain a specific word or phrase. For example, entering "Assistant" will hide any titles that include that word.

5. Office Location:

• Starts With: Filters employees based on office locations that start with certain characters. For example, entering "New York" will show employees in offices like "New York City."
• Ends With: Displays employees whose office locations end with specific words or numbers.
• Is Not Empty: Ensures only employees with a listed office location are shown, excluding those without one.
• Includes: Shows employees whose office locations contain a specific word or phrase. For example, entering "London" will show "London HQ" or "London East Office."
• Doesn't Include: Excludes employees whose office locations contain certain words or phrases. For instance, entering "Remote" will hide any location with "Remote."

Rendering:

Rendering determines how the organizational chart is visually displayed and structured, providing various options to customize the layout. The different rendering features offer flexibility in how you can view, organize, and interact with the chart. Key rendering options:

1. Single Page Tree Layout:

• Vertical Layout: Displays the organizational chart from top to bottom in a tree structure. The CEO or top-level manager is at the top, and subordinates are displayed vertically below.
• Horizontal Layout: Organizes the chart from left to right. The top-level manager appears on the far left, and the chart extends horizontally with subordinates placed to the right.

2. Chart Render Style:

• Simple (Two Levels Viewable at a Time): Shows only two levels of the hierarchy at once, such as a manager and their direct reports. This keeps the chart clean and focuses attention on one part of the organization, making it more readable for large companies.

• Single Page Tree: Displays the entire org chart on a single page without collapsible options. This layout is useful for smaller organizations where all levels of the hierarchy are viewable at once.

 

• Collapsible Tree: This style allows you to collapse or expand sections of the chart, making it easier to navigate large organizational structures by showing or hiding different levels of the hierarchy. Users can focus on specific teams or departments without being overwhelmed by the entire structure.

3. Collapsible Tree Orientation:

• Top to Bottom (Vertical): The chart flows from the top down, with the Finance Team lead at the top, and their subordinates arranged below them in vertical layers. This is a traditional org chart layout.

• Bottom to Top (Vertical): This reverse layout flows from bottom to top. The lower-level employees are displayed at the bottom, and the chart builds upward toward the top-level managers.

• Right to Left (Horizontal): Similar to the left-to-right layout but in reverse, with the top-level person on the right and the chart extending to the left.

• Left to Right (Horizontal): The chart starts on the left with the top-level person and extends horizontally to the right, making it easier to view wide organizational structures.

• Top Left to Bottom Right (Vertical): The chart starts at the top left with the highest-level person (The Finance team lead) and flows downwards to the right, showing lower-level employees in vertical layers.

• Bottom Left to Top Right (Vertical): The chart begins at the bottom left with the lower-level employees and moves upwards to the top right, displaying the hierarchy in reverse order.

• Top Right to Bottom Left (Horizontal): The chart starts at the top right with the highest-level person and flows horizontally to the left, showing employees from right to left.

• Top Left to Bottom Right (Horizontal): The chart begins at the top left with the top-level person and moves horizontally to the right, displaying employees across from left to right.

4. Collapsible Tree Layout:

• Normal: A straightforward layout where each level of the hierarchy is displayed below the previous one in a neat, vertical order. The chart flows in a traditional top-down style, making it easy to follow.
• Waterfall: This layout displays the hierarchy in a cascading manner. Each level appears slightly offset and "falls" into the next, making it visually clear how each department or team is connected.

• Tree: A classic tree structure where employees branch out from their manager. It’s a flexible style that visually spreads out, making it easy to see the reporting relationships, either vertically or horizontally.

• Tree Left Offset: In this layout, the branches of the tree are shifted slightly to the left, creating a staggered appearance. It is useful when you want to emphasize the hierarchy's flow without a perfectly centered tree.

• Tree Right Offset: Similar to the left offset, but the branches of the tree are shifted to the right. This creates a different visual flow for the hierarchy, which may suit certain preferences for viewing large organizations.
• Tree Left: The tree starts on the left side of the screen and expands to the right. It’s ideal for horizontally organized charts, where you want to show the progression of the hierarchy from left to right.
• Tree Right: Opposite of Tree Left, this layout starts on the right side of the screen and branches out to the left. This gives a reversed perspective of the hierarchy, flowing from right to left.
• Grid: The grid layout arranges the chart in a more compact and structured format, like a table or grid. This is useful when you want to see a lot of information at once without large gaps between levels.