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Merging 2 org charts into one

Forum|Forum|2 years ago
February 23, 2024
4 replies
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I created one main org chart with CEO down to 3 operational silos. I created a second org chart that I want to place to the right that are all cross company functions reporting up to the same CEO. How can I merge 2 org charts into one while maintaining my formatting OR how can I link my second org chart to the CEO of my original org chart?

Best answer by Eric R

Hi @pjroche01, thanks for your question!

The easiest way to achieve this is with the following steps

Select all shapes in org chart 1 and copy them (make sure to select the individual shapes and not the org chart container).
Enter org chart 2 and select the employee you wish all employees from org chart 1 to be under,
Paste the copied shapes.

See below a recording showing these steps:

Hope this helps! 🍀

Eric RAnswer

Lucid support team

Hi @pjroche01, thanks for your question!

The easiest way to achieve this is with the following steps

Select all shapes in org chart 1 and copy them (make sure to select the individual shapes and not the org chart container).
Enter org chart 2 and select the employee you wish all employees from org chart 1 to be under,
Paste the copied shapes.

See below a recording showing these steps:

Hope this helps! 🍀

K

kasben01

Hello,

I tried to do this, and it didn’t work. Whenever I choose the individual items from org chart 1 (not the org chart container itself) and then copy/paste them into the other org chart 2, it just pastes another copy of org chart 1 as an org chart container that isn’t embedded within org chart 2. Is there some other way I should be doing this?

K

kasben01

Edit from my previous post (on 2/6/2025):

I realized that I had to move both of the org charts down to the original page. They were both on a layer, which didn’t allow me to recognize them outside of their org chart containers for some reason. Once I moved the two org charts off the layer and onto the original page, I was able to merge them.

I do have a follow up question to this:

When I pasted Org 2 into Org 1, the data fields I had for Org 2 were removed as I assume Org 1’s data fields took precedent. Is there a way to maintain the data elements from the original Org 2, even after I have merged it into Org 1?

Leianne C

Lucid support team

Hi @kasben01, thank you for your comments. It sounds like the two org charts were created using different data sets with different data fields, is this correct?

If that is the case, that is unfortunately expected behaviour and not currently supported in Lucid, but we’re very interested in your feedback and committed to continually improving our products. Please first search the Product Feedback section of this community (with the filter Topic Type = Idea) to see if it’s already been submitted. If so, please add any additional details you’d like and upvote the request - this consolidation helps to refine feedback and properly capture the popularity of the request.

If no one has submitted this idea yet, please create one of your own and be sure to include details about your use case or what you’d like to see in this experience. This will also allow other users with similar requests to discover and upvote it, then add details of their own.

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