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OrgPlus Enterprise - Source Data Requirements
OP-200-S0002

Summary:

OrgPlus Enterprise can create charts or directories from external data stored in a file or database. External data must be stored in a valid format so that a structure can be built to accurately represent the organizational hierarchy based on the reporting relationship in your data source.

Procedure:

OrgPlus Enterprise creates charts from data in the fields contained in a table in your source database. The source table must contain two required fields in order to build a hierarchy. The source table may contain any number of optional fields.

Required Fields

Data sources must contain a Position field and a Reports To field. OrgPlus Enterprise cannot build a hierarchical chart unless these fields are available.

Following is a description of the two required fields:

Position
Each record must have a Position field. Usually a numeric ID such as a position code or employee ID is used. An email address can also be used. Using an employee name is not recommended as names are not unique.

Reports To
In order to determine the reporting relationship (such as, who reports to whom), each record must contain a Reports To field. The Reports To field enables OrgPlus to build a hierarchical chart.

In the following example, a source table has four fields. The four fields are Position, Reports To, Name, and Title.

Optional Fields
You can add any number of optional fields to your source data. OrgPlus Enterprise supports numeric, text, picture, or date data types. You can also control how fields are formatted using OrgPlus templates. Fields from the source data can be included in directories and profiles.

IsAssistant
OrgPlus Enterprise can automatically format assistant boxes in your chart to accurately visualize assistants within the organizational hierarchy. What you need to do is to add a field called IsAssistant to your source data table as shown below.

The IsAssistant field contains only values of 0 (false) or 1 (true). Setting IsAssistant to 1 for a record makes the corresponding box an assistant. For example, if the IsAssistant field for Corinne Speer is set to 1 in the import file, the resulting chart is formatted as follows:

Email Addresses
OrgPlus Enterprise allows you to include email addresses in your charts. OrgPlus Enterprise automatically detects email addresses as such. To include email addresses, create a text column in your database table and format it as follows.

Hyperlinks
OrgPlus Enterprise allows you to include hyperlinks in your charts. OrgPlus Enterprise automatically detects hyperlinks as such. To include a hyperlink, create a text column in your database table and format it as follows.

To include a label for the link, the format of the hyperlink should be as follows:

[text label of the link] : [URL]
For example:
My Profile:http://myprofile.com/chrisphilips

Picture Fields
OrgPlus Enterprise allows you to include pictures in your charts. Pictures must be stored on your local server or another server that is accessible by the OrgPlus Enterprise server.
OrgPlus Enterprise detects that a field is a picture field base on the file type extension. The supported extensions are .jpg, .jpeg, .gif, and .bmp.
To include a picture field create a text column in your database table and format it as follows: