How to create org charts in sharepoint

Written by divya gupta
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How to create org charts in sharepoint
Use a Web Part to display an Organization Chart in SharePoint. (Ryan McVay/Photodisc/Getty Images)

SharePoint is the software package by Microsoft for developing and managing intranet and Internet portals for small to large organisations with custom features for managing documents, creating discussion forums, wiki pages, team calendars, task list and document libraries. A web part is the custom template which enables users to create and modify the content of web pages from a browser without any technical knowledge. Create organisation charts representing your company's structure in SharePoint by developing a list of employees in the organisation and using the Org Chart Web Part, an inbuilt template.

Skill level:
Moderately Challenging

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Instructions

  1. 1

    Open the web page where you want to create your organisation chart using any web browser. Click "Site Actions" and choose "More Options..." from the available list to open the "Create" screen.

  2. 2

    Locate and select "Custom List" from the available templates. Type a name for the list in the text box above "Create" button. Click "Create" to generate a blank list. An Organization web part in SharePoint requires a list with a "Primary Key" to identify a row uniquely and a "Parent Field" identifying a parent of the row.

  3. 3

    Click "List" in the "List Tools" menu and select "Create Column" to open the "Create Column" screen. Give a name for the column in the text box below "Column name" and choose "Single line of text" as its property.

  4. 4

    Click "OK" to go back to the original screen. Similarly, create another column to track supervisors or managers corresponding to the Parent field. Select "Lookup (information already on this site) as its property" under "The type of information in this column is." Select "No" for the "Require that this column contains information" and "Enforce unique values" for "Additional Column Settings."

  5. 5

    Add a list of people for your organisation by clicking Items tab and clicking "New Item." Make sure to add their managers by selecting them from the drop-down menu for parent field which is the managers in this case. Click "Save" for each person to save their name in the list.

  6. 6

    Create new page for the Organization chart by selecting "Site Actions" and choosing "Add Pages" from the list of options. Click "Add a Web Part" to open "Create" screen.

  7. 7

    Select "OrgChart" from "Custom Categories" and click "Add" to add the web part on your page. Configure the web part by clicking on the link above the web part which opens the "Tool" pane for the "OrgChart." Open the "Data Source" pane by clicking the "+" beside it. Select "SharePointList" from the drop-down menu for the "DataSource Type."

  8. 8

    Type the column name which is the "Primary Key" and choose "Parent field." Open the "Look & Feel" pane by clicking the "+" sign beside it. Check the box for "Display Primary Key field" to display the names of the people in the organisation chart. Click "Apply" to generate the chart based on the specified list.

Tips and warnings

  • You need to have Editing rights for the web page to add or remove a web part in SharePoint.

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