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Adding Org Hierarchies to CX Dashboards

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About Adding Org Hierarchies to CX Dashboards

This page will go over the steps for configuring org hierarchies so they can be used to filter data in CX Dashboards. Thus dashboard users will only be able to see data according to their level in an employee hierarchy.

Before you can add a hierarchy to your dashboard, you must meet the following requirements:

Qtip: Only Brand Administrators can add org hierarchies to dashboards.

Please note that this page describes functionality that is different from dashboarding in EmployeeXM projects.

Carrying Unique Identifiers into a Dataset

In order to add an org hierarchy to a CX Dashboard, your dataset needs to contain the users’ unique identifiers. To learn more, see the Carrying Unique Identifiers into a Dashboard Dataset support page.

Adding an Org Hierarchy to a Dashboard

Once you have made sure that unique identifiers are attached to your dataset, you can add the hierarchy to the dashboard with the following steps.

  1. In your dashboard, go to the settings.
    Button that says Settings and has a gear icon
  2. Navigate to Dashboard Data.
  3. Make sure the unique identifier is added to your dashboard source as a Text Value.
    Adding a unique id field in the dashboard data
  4. Click the Add an org hierarchy in the top-right corner of the data mapper.
    The aforementioned button in the upper-right of the dashboard data
  5. Select the field where you mapped your unique ID.
    Popup now shows the unique ID field has been selected
  6. Click Add.
  7. When finished, click Save on your dashboard data.

Qtip: You can add hierarchy data to a maximum of 7 different dashboards per all the users in the brand (not per user). If the limit of dashboards has been reached, in order to add an org hierarchy to a new dashboard, you will be asked to remove the org hierarchy from another dashboard first.

A picture of the error, which reads, "You've reached the limit of dashboards using org hierarchy. To add org hierarchy to this dashboard please remove the org hierarchy from another dashboard first."

Qtip: If you have any custom “joined datasets,” your dashboard will be limited to 3 such data sources. If your dashboard already has three joined data sources, you will not be able to add the org hierarchy, and you will see the message shown below. If you are unsure whether you have “joined datasets,” reach out to your contact in Engineering Services. If you have not purchased Engineering Services, it is highly unlikely that you have joined datasets.

An error that says, "You've reached the limit of data sets you can join. Provide customer support with error code XXXX to remove one of your joined data sets, and then add an org hierarchy."

Qtip: If your brand does not meet platform prerequisites for supporting org hierarchies in CX dashboards, you will be asked to contact customer support so these prerequisites can be enabled.

Error window that reads "In order to enable this feature please contact our customer support."

Adding an Org Hierarchy Filter to a Dashboard

After adding a hierarchy to your dashboard, you can apply the hierarchy as a dashboard filter.

Qtip: Org hierarchy filters will not be visible on ticket reporting or action planning pages of the dashboard.
  1. In your dashboard, click Edit Page.
    Selecting the edit page button
  2. Click Add an org hierarchy filter.
    Image of adding a hierarchy to a dashboard
  3. Select the desired hierarchy from the menu.
  4. Click Done Editing.
Qtip: Your dashboard can only have one org hierarchy filter on it at a time.

Using an Org Hierarchy Filter

Using an org hierarchy filter in a CX Dashboard works exactly the same as using an org hierarchy filter in an EmployeeXM Dashboard. To learn more, see the following pages:

Attention: Please keep in mind that only the sections linked above apply to CX Dashboards. The other instructions you see on the linked page will not necessarily match CX Dashboard functionality!
Qtip: When adjusting user permissions, remember to always work out of Roles in the User Admin page.

Removing an Org Hierarchy from a Dashboard

  1. In your dashboard, go to the settings.
    Button that says Settings and has a gear icon
  2. Navigate to Dashboard Data.
  3. Click Remove an org hierarchy in the top-right corner.
    Button for removing org hierarchies in the upper-right of the dashboard data page
  4. Read the warning and click Confirm.
    A window that says "Remove an org hierarchy. If you remove an org hierarchy, you won't be able to use it in the dashboard. Are you sure you want to continue?"
  5. When finished, click Save on your dashboard data.
Qtip: If your dashboard had an org hierarchy filter on it, it will be automatically removed from your dashboard.