Use Microsoft SharePoint's Organization Chart Web Parts

Overview

A web part is a modular section of a Microsoft SharePoint site.

Site owners and administrators can take your content and turn it into a SharePoint site built with web parts that you choose to use in your site design. One type of web part is an organizational chart that is explained below.

How to use the Organizational Chart web part

What do I need before I can start?

1. You must have appropriate permissions to edit pages and add web parts on the SharePoint site.
2. Ensure that the SharePoint site has an active user directory with properly configured user profiles and organizational data.

What are the steps to create a SharePoint Organizational Chart web part?

The Organizational Chart Web Part in SharePoint is a powerful tool that allows users to visualize and interact with the hierarchical structure of an organization. It provides a graphical representation of UO employees, departments, and their reporting relationships, making it easier to understand the organization's structure and navigate through it.

Step-by-Step Guide:

Step 1: Navigate to the SharePoint Page

1. Log in to your SharePoint site using your credentials.
2. Navigate to the page where you want to add the Organizational Chart Web Part. If needed, create a new page for this purpose.

Step 2: Edit the Page

1. If the page is not already in edit mode, click on the "Edit" button at the top right corner of the page to enter edit mode.

Step 3: Add the Organizational Chart Web Part

1. Click on the + Add a new web part button or the + sign at the desired section of the page where you want to add the Organizational Chart.

Step 4: Find and Select the Organizational Chart Web Part

1. In the web part toolbox that appears on the right-hand side, search for Organizational Chart using the search box.
2. Click the Organizational Chart web part to select it.

Step 5: Configure the Organizational Chart Web Part

1. After selecting the web part, you'll see a set of configuration options on the right-hand side.
2. The first thing to configure is the Data source. Click on the Choose button to select the source of the organizational data. You can choose between SharePoint user profiles or external data sources like Azure Active Directory or Microsoft 365.
3. Next, configure the Display options as per your preference. You can choose to display pictures of UO employees, their names, titles, or other relevant information.
4. You can also customize the layout, color scheme, and other visual aspects using the available options to meet UO standards.

Step 6: Save and Publish the Page

1. Once you have configured the web part, click the Save button to save your changes.
2. If you are ready to publish the page with the Organizational Chart Web Part, click on the Publish button. Otherwise, you can click Save Draft and continue editing later.

Step 7: Interact with the Organizational Chart

1. After the page is published, the Organizational Chart Web Part will be visible to all users who have access to the page.
2. Users can click on individual UO employees, units, divisions, or teams to get more information.
3. Users may also have the option to search for specific people, collapse or expand sections of the chart, or complete other tasks.

Step 8: Update the Organizational Chart

1. The Organizational Chart Web Part updates in real time based on changes to the underlying information (e.g., user profiles in SharePoint or Azure Active Directory).
2. If there are changes in the organizational structure or employee information, the chart will automatically reflect those updates. However, it may take a little time for the changes to be visible in SharePoint.

Need Help?

• For assistance, please submit a request ticket through the Microsoft Office 365 Support Request service page.
• For more information, please consult Microsoft's document about how to create an organizational chart in SharePoint.