organisation chart web part for SharePoint

Create and Share beautiful org charts with SharePoint

Quick to install. Easy to configure. Simple to use.


Configuring the Org Chart with the Wizard

SharePoint Org Chart set up wizard makes the inital configuration of your chart easy.


Adding an organisation chart to a web part page
First add the SharePoint Org Chart web part to a web part page. It is located in the Custom category.
Adding the org chart

Selecting a data source for the organisation chart
The first stage is to select a source for the organisation chart. The org chart can be draw from either:
Adding the org chart

Configuring the data source - SharePoint List.
If a SharePoint list is choosen as the data source the next stage will prompt to pick the list from a drop down of all available lists on the site. At this stage the Primary Key Column and the Manager column are choosen. The Primary Key uniquely identifies each person in the organisation chart. The manager column tells SharePoint Org Chart who the appropriate manager is.

If the list for the chart is contained on a different subsite then it is possible to manually enter the URL and primary key and manager details.
Adding the org chart

Configuring the data source - Database.
If a database is choosen as the data source the next step required is to enter a valid connection string and SQL query to retrieve the org chart data.

At this stage is also important to identify the columns holding the Primary Key and Manager information.
Adding the org chart

Selecting the information to show
The next step in the wizard is to pick the information that you wish to display in the boxes in the organisation chart. The Picture Column can also be selected. This is the column that contains a link to a picture that will be displayed.
Adding the org chart

Formatting the organisation chart
In this step an org chart containing sample data is displayed. The page author can modify the appearance of the chart and preview those changes by pressing the Preview button.
Adding the org chart

The completed chart
The configuration is now complete and once the page author presses Done the organisation chart will be displayed.
Adding the org chart

Restarting the wizard
The wizard can be restarted easily by opening the configuration panel and changing the Current Step in the Configuration Wizard property section from "Done" to the required position.
Adding the org chart