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Dynamic Org Charts

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Explore the Dynamic Org Charts widget from Pulse, a robust tool that automates your company and team structure visualization on your Confluence page. Leveraging data from your Cosmos database, this feature effortlessly represents organizational relationships, providing a clear view of the team's hierarchy and each member's place within it. With Pulse's Dynamic Org Charts, maintaining an up-to-date representation of your company's structure is streamlined, reflecting changes in real-time as your organization evolves.


How to use

Follow these steps to integrate a Dynamic Org Charts widget on your Confluence page:

  1. Navigate to the Confluence page you wish to enhance or create a new one.

  2. Enter edit mode by clicking the plus icon in the navigation bar (to insert elements) or pressing '/' to access the macro list.

  3. Search for "Pulse" in the macro list and select the Pulse macro from the presented options.

  4. In the configuration dialog, click on the "People" tab to access all People widgets. Select Dynamic Org Charts card to initiate configuration.


Configuration options

The setup for Dynamic Org Charts is categorized into the following sections for intuitive customization:

Data Source

  • Cosmos Database Setup: Before utilizing Dynamic Org Charts, ensure your Cosmos database is populated with necessary employee data, including hierarchical relationships (e.g., Superior).

  • Widget Configuration: Within the Cosmos settings, navigate to Widgets & Org Charts and select Org. Charts. Define the database user column (e.g., Superior) to base your org chart upon and establish top-level individuals.

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Layout

  • View → Choose from various view types (card or list) to align with your content presentation.

  • Elements to Display → Select up to two data elements from the Cosmos database to be showcased on user cards within the org chart.

  • Design → Similar to Manual Org Charts, use the Design tab to tailor the appearance of your Dynamic Org Charts, adjusting border radius and line colors for consistency with your branding.

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In contrast to manual updates required in Manual Org Charts, Dynamic Org Charts synchronize with the Cosmos database to reflect organizational changes automatically. Users will appreciate the ease with which they can view up-to-date company structures, making the Dynamic Org Charts an essential feature for any data-driven organization.

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