Hi ​@Andrew B105 

You can try replacing the existing manager ID column in your linked data source with your updated manager ID data.

When you refresh the data in Lucidchart, the org chart will update based on the new reporting lines while preserving your formatting.

I hope this helps!

Thanks Ria! Although that would work for a one-off, it doesn’t really fit in with what I’m trying to do.

Imagine a very large team on a very large project. The charts might show 4 different project phases, so you have four tabs in Lucid, all running from the same spreadsheet. There is one employee ID column, and four Manager ID columns, as in different phases people may come in and out and therefore the reporting structure changes (or people might move from a construction discipline to a completions discipline under a new manager).

Once you have the first chart done, the best way to do the next phase is to duplicate the tab, and then just change the column that Lucid uses for the Manager ID to the correct one for that phase. But I can’t see how to do that (if you can).

This is something I might put in as a feature request, but I feel the data update could be made so much better. As all the changes should be made in the Excel rather than in Lucid, I’m constantly going back and forth. There are 4-5 steps to refreshing the data, but it usually doesn’t change so it really should be a one click “update” function if you’re using the same source. There should then be a panel where you can change the linked source, and change the columns in the linked source that Lucid should use, which would fix both things.