When importing data, you may want to group peer records. This can be done manually after import or during the import process by grouping peer records.
For example, importing the following data:
ID |
ReportsTo |
Name |
Title |
1 |
|
Larry Stevens |
Manager Sales |
2 |
1 |
Claire Chancellor |
Sales Associate |
3 |
1 |
Bill London |
Sales Associate |
4 |
1 |
Joanne Banks |
Engineer |
5 |
1 |
Patrick Gaines |
Engineer |
Grouping by title would yield:
this chart… |
rather than this. |
To combine records into multi-records boxes:
1 In the Import Wizard - Verify Hierarchy dialog box, select the Group… button to display the Group dialog box. .
2 Select the Group Peers checkbox.
3 Use the Group using: drop-down menu to select a field (For example, the Function field in the example above).
4 Select the Only group boxes with no subordinates checkbox to limit the grouping of peer boxes to the bottom level of your organizational chart. If you select this option, you can also set the Group Boxes with no peers checkbox to group all boxes without peers.
5 Optionally, you can use the Criteria tab to restrict grouping to include only boxes that meet specific criteria (i.e. Title = Sales Associate).
6 Click OK to exit the Group dialog box.