Super Flexible & User-friendly Org. Charts for SP Online Modern Pages
Data Retrieval and Display in Microsoft 365
Dramatically Improve Your SharePoint Online Org. Chart!
Connect to various data sources
Display your organization chart based on various data sources including:
SharePoint list
MS Excel file
Azure AD (using Graph API)
SharePoint Profile Service
This allows you to easily implement your Org. chart, no matter where your data resides!
Add Org. Chart App to Microsoft Teams
You can now add the KWizCom SharePoint Org. Chart App (SPFx) to your Microsoft Teams!
Easily include the required OBS scope in your team, department or any other Teams work space.
Easily find employees by using configurable filters
Do you have hundreds or thousands of employees in your organization?
Configure your filters to enable end-users quickly find employees by any property.
Configure the exact hierarchical layout you want
You can configure horizontal/vertical layout per-employee.
This allows you to have full control over the exact layout of the SharePoint Org. chart: if you have many staff members reporting to the same manager, you can display them vertically and avoid horizontal scrollbars in your chart.
View employee details with Profile and Persona cards
The Persona card shows clearly a selected employee’s manager, peers and staff.
Conditional formatting
Easily and quickly highlight your data with icons and fore/back colors, according to various logic conditions.
"Assistant" employee type
Select how you would like to mark employees as “Assistant” to be displayed in the Org. chart (shape, color).
Multiple parents
Support for employees that have more than one manager to whom they report.
OK, now that you found an employee - what actions can you take?
Employee card includes various common actions such as Email and Phone Call, but the really nice thing is that you can add your own custom actions and make the employee card match your exact requirements!
The Business Need
The most common scenarios for using the SharePoint Org. chart are:
Department/Corporate org. chart – especially in large organizations, sometimes it is not that easy to find the right contact. The Org. chart provides a clear view that enables finding the right contact by his name, role, his/her manager etc.
Corporate phonebook – many organizations keep employee information in their HR system, which is external to SharePoint, so in this case employees might find themselves having to work with multiple systems just to get that small piece of information about a fellow worker. With the Org. chart web part you can display employee information taken from external system, integrated into your SharePoint portal page.
Clear display of hierarchical data – not just for organization hierarchy, but for any other hierarchy which is stored in your excel files or SharePoint lists.
This client-side web part is part of the KWizCom Data View Tools package (SPFx) for SharePoint Online/2019 Server.
Adding this client-side web part to your site is done in 2 steps:
Add the kwizcom-data-view-tools solution package to your organization’s App Catalog
Add the web part to your page
Add the kwizcom-data-view-tools package to your organization’s App Catalog
The App Catalog is the place where all apps used by the organization are managed.
Adding solution packages to the App Catalog is done by the Tenant Admin.
(To learn more about how to manage your company’s App Catalog, please refer to the relevant Microsoft documentation for SharePoint On-Premises and for SharePoint Online)
Add the kwizcom-data-view-tools solution package to your App Catalog by following these steps:
Upload the package extracted from the zip file to the “Apps for SharePoint” library in your App Catalog site:
After uploading the package, SharePoint will display a dialog and ask you to trust the client-side solution to deploy:
Check the “Make this solution available to all sites in the organization” and click “Deploy”.
Add the web part to a page
After the kwizcom-data-view-tools package was uploaded and deployed to your organization’s App Catalog, users can add the web part to pages:
1.
Edit the page.
2.
In a modern page, Click the “+” button in the zone where you want to add the web part (Add a new web part).
3.
Click the web part you want to add:
4.
After you click the web part you wish to add (in the screenshot below it’s List Aggregator), you will see all web parts which are part of the KWizCom Data View Tools package:
Click the Edit web part icon to start configuring your web part (or switch to one of the other web parts if you wish to check them out).
Update your installed app with a new version
When a new app build is released there is no need to re-install the solution package.
All you have to do is clean your browser’s cache and close all browser windows and then re-visit the page that includes the web part.
This will update your installed app with the new version’s javascript files.
