Data Structure

The Data Structure screen details the file setup for automated data refresh and includes:

  • File naming
  • Order of file loading
  • File headers
  • Action for each file (Merge or Union)

The main data file will be indicated as the base file, with additional files added with either a Merge or a Union

Following Implementation, it is possible to upload additional files in this section, as well as update and remove existing files

Dependent upon the architecture specified in Tenant Structure, the Data Structure screen will differ

People only tenant architecture


For this structure it will only be possible to add, remove or edit people data files

If this has been configured, it will be possible to add, remove or edit data for each dataset type

If the same file is to be loaded in the people, positions and links dataset, it may appear on each section

To navigate between the three sections, simply click on the relevant buttons


Uploading New Files

It is expected that the hub will already have at least one dataset uploaded for the dataset types in the architecture that has been configured during the implementation process

For that reason, the previously uploaded dataset will be the base dataset, therefore this guide will show you how to add additional datasets using the merge and union operations

Base Structure

Any files uploaded in this step do not need to be full data files and can simply be examples with the first few rows of data as long as all column headers are present

To upload a new file either:


  • A. Select the Upload button and choose the file to be uploaded using File Explorer


  • B. Drag and drop selected file onto the upload area

Multiple files may be uploaded at this stage if required

Once uploaded, the file will appear in uploaded files panel

Hovering the mouse over the uploaded file will display three possible options for the uploaded file:


The next step in the upload process is to:


  1. Select the uploaded filename from the dropdown list
  2. Select the action for the file:

Upload Action

The choice of action for each new file is to either Merge the file with the base file or Union to the base file

Merge or Union

This diagram shows how file 1 (Base file) and file 2 (merge.csv) have the same Employee ID and file 2 has one additional field, Performance Rating which will be added as an example of a Merge

File 1 (Base file) and file 3 (union.csv) have the same data within the fields but the property headers differ e.g. Employee ID and Employee Number

The files are Unioned as the columns contain the same data (but have alternative names) and so the data should be appended to the columns that already exist

This functionality prevents the creation of multiple columns containing the same data

The extracts from the excel files below highlight the headers and the data that they contain

Note: Columns may be used more than once to Union files

File 1


File 2


File 3


Employee Number would be unioned to Employee ID, Gender and Date of birth would be unioned to their corresponding Gender and Date of birth in file 1 and Name in file 3 would be unioned to Fullname in file 1

Note: There is no limit on the amount of additional files that can be uploaded


If the new file being loaded is adding only additional columns/properties of data that were not previously in the base file, the Merge option should be selected

This means no extra rows are added to the data structure

Note: Both files need to contain the exact same identifier property or ID

It is possible to merge a file not using the ID, however the merge property must be present in the base and additional file


  1. Select the file name you want to merge from the dropdown list
  2. Select Merge from the action dropdown list
  3. The Merge file window will be shown
  4. Select the ID or merge property from the base dataset
  5. Select the corresponding matching ID or property in the Merge dataset

    These do not need to have matching headers to merge

  6. Once selected, click Apply

Once you click Apply, the configuration will show you which headers you have merged on


Click Save to save the merged structure


If the file being loaded will add additional rows and additional columns of data to the data structure, i.e. to add more nodes, then Union should be chosen


  1. Select the file name to union from the dropdown list
  2. Select Union from the action dropdown list
  3. The union table box will be shown which displays details of columns in the base file
  4. Use the scroll bar and dropdown boxes to match properties from union file to those in the base file. This will add nodes from each file under the same property in Orgvue
  5. Once you have matched all the headers, click Apply

Any fields that are not matched as a Union will be available to add as additional properties in the Map Your Properties stage

Once you select apply, the configuration tab will show you that you have Unioned on multiple properties.


Select Save to complete the Union before navigating away from the page

Show File

To assist with the process of setting up or editing the data structure it is possible to view the details of the loaded file

The file may be shown either:


  • A. When first uploaded
  • B. Once it has been added as a Merge or Union

Selecting the Show File icon at either stage will open a window which will display all of the property headers along with the sample of the records in the file loaded


Edit File

It is possible to add, edit or delete file headers from source files that have been loaded

Note: All additions and edits to headers must be an exact match to the source file that will be loaded during the data refresh process

The file headers may be edited either


  • A. When first uploaded
  • B. Once it has been added as a Merge or Union

Selecting the Edit icon at either stage will open a window which will display all file headers and it is then possible to:


  1. Add new file header
  2. Edit file header
  3. Delete header from file
  4. Editing a header will open the property window to enable editing
  5. Select Apply to make changes

Note: It is not possible to edit or delete any property header that is being used to perform a Merge or Union
If edits are required to these properties then the file should first be removed from the data structure and the edit then made to the file in the upload area

Add a New Header

To add a new header to source file:

Header New

  1. Select the Add new button
  2. A new row will appear in the table
  3. Enter the new header name to be added to the dataset and choose the data type
  4. Select Apply

Edit File Header

To edit a file header select the edit icon for the header to be changed

Update the header to reflect the new Source Key name

Header New

Note: It is not possible to edit a file header that is being used to Merge or Union

Delete Header

To delete header from the file


Hover over the header you want to remove and select the delete icon

Ensure you want to remove this header as this does not offer you a confirm deletion window


The deleted header appears greyed out at the bottom of the list with a red tag

Edit File Legend

When editing file headers a legend is displayed summarizing the changes

This allows the changes to be reviewed before applying to the dataset

Important: Once the changes have been reviewed, to apply the changes, click the Apply button

Edit Summary

Note: You must also save the changes by clicking on the Savebutton

Remove Data Structure

A data structure may be removed either:

  • Because it is no longer required in the automated data refresh
  • Changes to file headers used to Merge or Union are required

Note: Only the most recently added data structure can be removed

To remove a file from the data structure hover over the last file added and select the delete icon


If the file to be deleted is not the last shown in the data structure, then all files shown after the file to be deleted should be removed first, until the required file is shown last in list


A warning will pop up. Click Ok if you want to proceed

Once the file has been removed from the data structure it will still be available in the upload panel where it can still be edited or added to the data structure again

Remove Main

Delete file

To remove the data structure from the left-hand panel:


  1. Hover over the name of the file and select the delete icon
  2. A pop up will appear asking to confirm the deletion. Press OK
  3. Select Save to save your data structure update

Edit Merge File Configuration

It is possible to edit the file configuration for a merged file in the data structure

Note: It is only possible to edit a merged file if it is the last file in the list

To edit the configuration of a merged file:

Edit Merge

  1. Hover over the Merge selection box and select the edit icon
  2. This will open the Merge window where the merged properties from each file can be edited

Edit Union File Configuration

It is also possible to edit the file configuration for files that have been unioned

Note: You can edit a unioned file, regardless of where it sits in the list of merged/unioned files

To edit the configuration of a unioned file:

Edit Union

  1. Hover over the Union selection box and select the edit icon
  2. This will open the Union table to enable editing the properties
  3. Once edits are complete select Apply
  4. Click Save to to save the new configuration

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