Generating an Ad Hoc Hierarchy (CX)

Org Hierarchy Tools (CX)

Once you have generated your hierarchy, you will have access to a Hierarchy Tools menu containing several features to help you navigate and manage your newly made hierarchy.

Static vs. Dynamic Org Hiera...

In order to add org hierarchy information to your dataset, the dataset needs to contain the users’ unique identifiers. If you are using an imported data project as a source in your dashboard, this is as simple as including a column with each user’s unique identifier in your CSV file.

Generating a Level-Based Hie...

Level-Based hierarchies are a good option if your HR data includes each level the employee reports to, from the top of the hierarchy all the way down to where the employee sits. With Level-Based hierarchies, you don't necessarily have to know who the employee's manager is; you just need to know the chain of command for each employee you're including in the project. This data format is often more common with companies that organize employee data by distinct levels, location, or functional breakout.