Data Linking and Org Charts

Hi @hannahm thanks for posting in the community! Automatic data refresh is an Enterprise only feature, you will have to manually refresh your data as you make changes to your Google Sheet. To learn more about how to manage your org chart, check out our Create an Org Chart article from the Lucid help center.

I do have an Enterprise license. Can you please share how I can use that feature with an Org Chart through the Enterprise license?

@hannahm Apologies for the confusion on my end. Your data from Google Sheets should automatically refresh every 30 seconds, with the option force a sync if necessary. You can read our Link data to Lucidchart Help Center article, specifically the ‘Update or delete a data set’ section, for more details on the intended functionality of this feature. 

If your data is not automatically refreshing to reflect new updates, can you please try re-uploading your data using "replace data set"?

If that does not resolve the issue, can you please share screenshots of any error messages popping up (if applicable) and whether you are using a template or the ‘Import Data’ function (which creates the org chart from your sheet)?

Hi, thanks for the reply. I do not see any error messages. I have tried both by template and using the ‘Import Data’ function, but neither seem to work. On the left-hand side, under data panel, if I upload the google sheet there - this data link displays any changes to the google sheet and is updated automatically without hitting refresh. However, I am unable to use this data upload in the Org Chart. It keeps asking me to upload a Google Sheet under the Org Chart Data Properties panel on the right. I see the data populate into the Google Sheets, but there is no automated refresh. Is this something to do with the Org Chart Properties? 

Let me know if there’s further explanation needed.  

Okay, so we are having a similar problem. What I am reading by this thread is that automated org charts is NOT possible….Is this true?

If it is, that is very unfortunate, because all the sales documentation that we read, and the only reason we picked Luicid, made it sound like after connecting our data via data-linking, we would be able to automate our org-chart.  We have enterprise license, and are data-linking successfully, and it appears to be updating that, however, we still have to manually click on “refresh data” in the org chart right side panel.  Is this going to be a feature that Lucid is working on (automation in the org-chart update)?  The idea here is to be hands off as much as possible.  

@spitfireAZ thanks for continuing this thread! As you have seen, to update Data-based Org Charts you must manually refresh the dataset. Automatic refresh for Data-based Org Charts is a great idea, would you mind adding your ideas and use case to the Product Feedback section of the community? From here, people can upvote it and add details of their own.

Finally, for more information on how Lucid manages feedback via this community, take a look at this post:

I am experiencing the same or similar issue.  I have built a beautiful org chart using excel data and the org chart format that we are refreshing with Power Apps.  I am fine with updating the dataset from the excel data, however it reflects the updated data on the right hand side panel, but not in the shape itself on the org chart.  I believe I read it isn’t possible that even though the data is refreshed and reflected in the employees data, it won’t show on the org chart display.  If this is true, is it possible to build an org chart from scratch using the Data Linking function.  If I manually create shapes and link them together and update the data it does reflect within the shape on the screen, however it doesn’t have all the cool functionality of an org chart.  Is it possible to build all the org chart functionality in from scratch like expanding collapsing, having the shapes automatically appear when a new employee is added, etc.?