July 23, 2021
Note: This feature is currently only available to our Enterprise customers. Reach out to our team to learn more about plan options.
Have you ever thought, “Boy, I’d really like to see the structure of my organization and explore it in a stunning, interactive chart within my instance of Curator by InterWorks”? If you answered “Yes” I have some GREAT news! We’ve added an Org Chart tool to Curator for displaying and interacting with the organizational structure of your company!
This tool is built primarily for taking existing organizational data and displaying it in a beautiful way. It’s powerful in its speed and design, and we’re adding more and more functionality to it all the time. If you have some data and Curator, follow along as we discover what the Org Chart is all about!
Laying a Foundation for the Org Chart
The first step in setting up our Org Chart will be to enable the backbone of the functionality: the Data Manager. The Data Manager is where all the organization data will be stored and read from when rendering the Org Chart. It has heaps of other uses, including building forms, adding comments directly on Marks within your Tableau dashboard and writeback!
Enable the Data Manager by going to the Curator Backend > Settings > Curator > Portal Settings > Features tab, flip the Data Manager switch on, and hit Save:
Refresh the page once the save is complete to reveal the new Data Manager area on the left!
This seems like a good time to provide some term definitions:
We are ready to create the structure for our data! Navigate to the Curator Backend > Data Manager > Data Attributes page and click the New Attribute button:
Type in the exact text name for the first/left-most column header from your data in the Attribute Name field. Below is the first row/headers for the Org Chart data I’ll be using. In this case, I’ll type in Current Manager Name for the Attribute Name, spaces and all:
Next, you’ll set the Field Type at the bottom of the page. This will be used to validate the data that we’ll import later. Pro Tip: If you aren’t sure whether an Attribute will only contain letters or only contain numbers, you can use Short Text as a safe bet (numbers can be included in Short Text, but letters can’t be included in Number). Once the Attribute Name and Field Type are set, hit Create. Repeat this process for each column in your Org Chart data.
To finalize the data structure, go to the Curator Backend > Data Manager > Data Groups and hit the New Group button:
The Name for the Data Group is up to you! I was boring and named mine “Org Chart,” but you can be more exciting, like “Best Company Org Chart.” Below the Name field, you’ll check the box next to each Attribute that is relevant for the Org Chart data. If these are the first Attributes and Group you’ve created, you can probably just hit Select All to save some time! You can skip the rest of the fields and hit Save at the top-right of the screen.
Note: If your Org Chart data isn’t in the CSV format, you’ll want to convert it before continuing!
We can now import some data! Go to the Curator Backend > Data Manager > Manage Data and hit the Batch Import button:
You’ll select your “Best Company Org Chart” in the Group field (or whatever you named your Data Manager Group), click the Choose File button and add the CSV data, and choose the Trim whitespace around strings? if the tool you use to generate data has some superfluous whitespace around the fields. Finally, hit Import!
This will create a queued process that the Curator server will handle, so you can work on other pieces of your Curator while the data is being imported. You’ll see a list of Batch Import processes on this page to see how things are progressing. If any errors occur, they’ll be shown in the “Status” column.
It’s finally time to create our Org Chart! Go to Curator Backend > Data Manager > Org Chart and smash that New Org Chart button!
Breakdown of the Org Chart Fields
Below is a closer look at each field in the Org Chart:
Remember, mine is boring and just named “Org Chart.”
Whew … that was quite a bit, but with those fields being completed, we now have a functional Org Chart! Here’s what mine looks like:
You can click around on the nodes to open the different levels of the chart, or you can use the search bar at the top, like I did to find myself:
One neat side note is that the last employee you clicked or searched is remembered by appending their name to the browser URL. You can then share this URL with a colleague, so the chart opens right to where you are viewing instead of needing them to navigate and catch up!
Customize Your Org Chart Design
This is great! But it can be so much greater … Let’s look at the design options for the Org Chart:
You can see things can get busy quickly, which demonstrates the strength of the circular node: cleanliness.
Miss those employee details? Users can flip the switch in the top right to toggle headshots and the employee info.
Note: my cursor is hovering over the top node, Behfar Jahanshahi.
Ah, so much better! Also, notice the legend at the top-left corner to help viewers know what the color means.
Now that our Org Chart is looking spiffy, we can look at some added functionality in the Editing tab of the Org Chart’s settings:
The Edit button will show a pop-up window with the employee’s relevant details, which can be changed and saved. The Delete button will give a confirmation message before sending the node into oblivion.
Note: The Edit and Delete buttons are omitted from the top node because changing those details could easily break the underlying data and leave the Org Chart blank.
Obviously, you don’t want just anyone to be able to edit or delete employees from your Org Chart, so you can choose specific Tableau Groups to give these privileges to.
And that’s it! That’s everything (currently) there is to know about the Curator Org Chart! We’re always looking to expand the functionality of this tool and hope it serves your company well. If you have any questions about this functionality or anything else Curator, don’t hesitate to reach out!