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Org chart with analytics example

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Are there spreadsheet templates that Lucid provides to structure the data correctly in order to use the visual templates?

Ambar DAnswer

Lucid community team

Hi @aj_smith, thanks for posting in the Lucid Community! I would recommend reviewing how to set up the data for an org chart, as described in the Create an org chart article from the Lucid Help Center.

The set up the data section of the article has a sample CSV file for download. You can view the CSV on your device or upload the file to Google Drive to open it in Google Sheets.

This will help to structure your data correctly prior to importing into the org chart.

Another helpful resource is the Org charts: A guide from start to finish article. Please let me know if you have any questions on this, happy to help further!

Ambar DAnswer

Lucid community team

Hi @aj_smith, thanks for posting in the Lucid Community! I would recommend reviewing how to set up the data for an org chart, as described in the Create an org chart article from the Lucid Help Center.

The set up the data section of the article has a sample CSV file for download. You can view the CSV on your device or upload the file to Google Drive to open it in Google Sheets.

This will help to structure your data correctly prior to importing into the org chart.

Another helpful resource is the Org charts: A guide from start to finish article. Please let me know if you have any questions on this, happy to help further!

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