Hi ​@GerlingL, 

Thank you for posting in the Community! I reached out to your Sales Representative, Carson, and he is reaching out to set up a meeting with you. I would also be happy to help answer any questions you have in the thread below. Here are some resources as well that you might find helpful: 

• Course: Getting Started with Org Charts 

• Video: Org charts in Lucid

• Help Center articles:

  • Org charts: A guide from start to finish

  • Create an org chart

He did just reach out, but unfortunately the project I need assistance with is due today & Carson is not available until the end of next week.

Hi ​@GerlingL,

Thank you for the reply! I am happy to answer any questions you may have here in the Community. What concerns do you have?

I am looking for hand on assistance. I am trying to upload a new data set to existing org. chart(s) & i have followed all of the instructions, but they did not make any changes. If I cannot get the new data to transfer over, I will have to re-create & i have not done the conditional formatting before.

Hi ​@GerlingL, 

Thank you for the reply! While I cannot meet over video, I am happy to continually respond to your questions and concerns here. When you uploaded your new data set to your existing chart, did you select “replace data set” in the Org Chart panel?

As for conditional formatting, I am happy to give you guidelines to set up rules! I have found this feature to be very straightforward. What kind of rules would you like to set up?

I have already tried all of those steps several times & it does not do anything. This is why I was hoping to be able to share my screen with someone.

Hi ​@GerlingL, 

Thank you for the reply! If you would like you can share a screen recording or screenshot with me here. Can you tell me more details about the issue? You replaced the data set but are not seeing the changes reflected in the Org Chart correct? What changes are missing? Are you linking or importing data? Are you using Excel, Google Sheets, or a CSV?

I will have to try & figure this out on my own. Bouncing back & forth via e-mail is not assisting.

​@GerlingL, okay! Happy to help if you have any questions or concerns that come up! Just let me know

The assistance i need cannot be done via messaging, I need someone to be online with me & assist.

Hi ​@GerlingL,

Thank you for the reply! As I mentioned earlier, our support team is not able to provide video or phone support at this time. I can reassure you that we are able to handle and resolve issues using this platform. However, in order to that it would require some back and forth, and more details on the issue you are experiencing.