Org Chart Pack - User Guide

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Org Chart Pack - User Guide

Interactive, dynamic org charts right in your Coda docs.

Get started

To use this Pack, use the /Org Chart slash command in your doc, or click the button below and select the Add to doc option.

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Install Pack

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Demo

Drag and scroll to view different parts of the chart, and double click on a manager to hide their reports.

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The chart is generated dynamically from the contents of the

People⁠

table below. Try adding new employees and watch it change.

People

People

Name

Title

Manager

Emma Caldwell

Chief Executive Officer

Isabella Martinez

Chief Financial Officer

Ethan Turner

Finance Director

Noah Brooks

Senior Accountant

David Ross

Financial Analyst

Sophia Carter

Payroll Manager

Grace Bennett

Accounts Payable Manager

Daniel Price

Accounts Payable Specialist

Victoria Adams

Accounts Payable Clerk

Benjamin Carter

Chief Technology Officer

Hannah Mitchell

Director of Engineering

Ryan Cooper

Software Engineering Manager

Tyler White

Senior Software Engineer

Madison Evans

Software Engineer

Jacob Ramirez

Frontend Developer

There are no rows in this table

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How to use it

The OrgChart() formula in the Pack is used to create the org chart. The formula takes in columns of data from a table and renders an embedded, interactive chart.

The Demo above is generated using the following formula:

OrgChart(People.Name, People.Manager, People.Title)

The first two parameters are required, passing in the list of names and the corresponding list of who they report to. The third parameter is optional, and contains a list of descriptions for each person.

Manual lists

The simplest way to use the Pack is to pass in an entire column from a table, as show above. However, you can construct the lists manually. Make sure that the Nth item in each list refers the same person.

For example:

Alice Smith - CEO

Bob Jones - CTO

Carol Brown - CMO

To draw this org chart manually, you could use:

OrgChart(

List("Alice Smith", "Bob Jones", "Carol Brown"),

List("", "Alice Smith", "Alice Smith"),

List("CEO", "CTO", "CMO")

)

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Colors

You can change the background color of the nodes as well as the text colors using optional parameters.

OrgChart(

People.Names, People.Managers, People.Title,

backgroundColor: "

#eed9c4

⁠

textColor: "

#5f4f3a

⁠

)

Background:

⁠

| Text:

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You can also override the colors for an individual node by using the colorsColumn parameter. The column should contain either:

A background color (e.g. red)

A background color, a comma, and a text color (e.g. red,white)

OrgChart(

People.Names, People.Managers, People.Title,

colorsColumn: Colors

)

Demo

Visit the page

Demo: Chart Colors⁠

for a demo of this in action.

Documentation

⁠

OrgChart(nameColumn, reportsToColumn, descriptionColumn?, backgroundColor?, textColor?, colorsColumn?) - Draws an org chart from a table of people. nameColumn - The column containing the name of each person. Ex: EmployeesTable.Name ⁠ ⁠ reportsToColumn - The column containing the name of the person they report to. Ex: EmployeesTable.Manager descriptionColumn - Optionally, the column containing a description (title, department, location, etc) of the person. Ex: EmployeesTable.Title backgroundColor - If specified, which CSS color value to use for the background of the nodes. Ex: #EE5A29. textColor - If specified, which CSS color value to use for the text in the nodes. Ex: white colorsColumn - Optionally, the column containing the CSS colors to use for that person’s node. The format should be either ‘background’ or ‘background,text’. Ex: EmployeesTable.Colors

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Limitations

Large organizations

This Pack isn’t capable of handling very large organizations. It can display somewhere between 150 - 500 people, depending on how much information is shown for each person.

If you pass too many people into the formula it will fail with the error:

Org chart too large. Try removing data if possible.

If this happens, try removing the description column or reducing the amount of information in it. If that doesn’t work you’ll have to look for alternate solutions.

Approval required

The first time a user tries to view the org chart they’ll be presented with a warning screen.

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This is a screenshot.

This is a screenshot.

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They must click the Allow button to see the chart. They only need to click it once, but every viewer will need to go through the same process.

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Configuration

Colors

Colors

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.