Adding separate tab for new org level in existing chart

Forum|Forum|4 years ago
May 18, 2022
1 reply
37 views

Is it possible to add a tab for a newly created org unit to an existing chart so that when the data is refreshed it includes the new tab in the refresh? We have created org charts using the 'create separate org charts for each [Choose Column] ' option and now have a new org unit at the level we selected to create the chart. Short of starting a new org chart from scratch to include it is there a better option to add it and have it refreshed along with the existing chart?

Leianne C

Lucid support team

Hi Belinda thanks for posting in the community! Just to confirm is the data for the new org unit in the same spreadsheet that was used to create this org chart? If that is the case you should be able to use the 'Replace Dataset' option found in the data panel of your org chart to re-upload the dataset. This should allow you to add the new org unit as well as refresh the existing chart.

For more information please take a look at the Manage Data section of our Org Charts help center article.

I hope this helps. Please let me know if that's not what you are looking for or if you have any questions about this!

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