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George L101
September 29, 2022
Solved

Managing Org Chart Data Set in Lucidchart

  • September 29, 2022
  • 12 replies
  • 229 views

For an Org Chart Data Set are multiple users able to update the data set (excel file) if the Org Chart is shared with them? I can't seem to find the data set in my documents even though I uploaded to Lucid Chart and it gives me an option to update the data set in the "Import Data" portion of Lucid Chart. Or would I need to use the Linked data in order for this?

Best answer by Phillip W

Hey George

Thank you for the reply! Unfortunately editing the dataset in Lucid will not reflect in your Excel document. You can however download a CSV of the changes to the dataset you've made. Alternatively you can import your Org Chart from Google Sheets which will allow you to see changes made in the Sheet. 

I hope this helps clarify--I'm including the Lucid Help Desk article concerning Org Charts to help out along the way. Let me know if you have any additional questions. Cheers!

Comments

jimmy
Lucid product team
June 25, 2024

Hi, George! Since you’re working with Excel files I wanted to let you know that we are actively developing an Excel integration with Lucidchart. This feature will allow you to import spreadsheets from Office 365 business accounts, and have 2-way syncing between Lucid and your Excel spreadsheet. 

If you (or anyone reading this) is interested, shoot me a DM. I can get you onboarded to our Excel beta.  We’re actively looking for testers that can provide feedback and feature requests for this new capability.

Micah
Lucid community team
November 4, 2024

 Writing with exciting news - the two-way Excel sync that Jimmy mentioned above is now available to all users in a public beta test! We’re still actively working on it and making improvements, so we’d love to hear your feedback. Learn more in this thread: