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Suggested answer

Department Hierarchy export option

Posted on by 100

Hello,

From Organization Administration page, if i click on Department Hierarchy; there is no option appearing to export this data.

Is there a way to pull the hierarchy structure in one single sheet?

Thanks,
Akanksha Jha

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Department Hierarchy export option

    Yes,

    You can only export the departments and the department hierarchy into excel.

  • AkankshaJha Profile Picture
    AkankshaJha 100 on at
    RE: Department Hierarchy export option

    Hello,

    So it means that the hierarchical (graphical) export of department is not possible; only the export to excel can be done for the complete list of departments.

    Hope my understanding is correct.

    Regards,

    Akanksha Jha

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Department Hierarchy export option

    Just to have all the information. The data entity that holds the department hierarchy (all organizational hierarchies) is the following:

    pastedimage1590645890616v1.png

    Please reach out for additional questions.

  • qianwang Profile Picture
    qianwang 7,147 on at
    RE: Department Hierarchy export option

    Hi AkankshaJha,

    Yes, But you can still export the departments. Then import the data to Organization Chart template.

    108.png

    Regards,

    QianQW

  • AkankshaJha Profile Picture
    AkankshaJha 100 on at
    RE: Department Hierarchy export option

    Hi QianQW,

    I have already used Microsoft Visio option for Position Hierarchy; but the issue is related to Department Hierarchy where this option is not available.

    Regards,

    Akanksha Jha

  • qianwang Profile Picture
    qianwang 7,147 on at
    RE: Department Hierarchy export option

    Hi AkankshaJha,

    Yes. Unable to export department hierarchy from UI.

    Therefore it is recommended that you use Microsoft Visio to edit the data entity.

    This is an example of exporting the position hierarchy in ax. You can refer to it.docs.microsoft.com/.../export-a-position-hierarchy-to-microsoft-visio

    1072.png

    Regards,

    QianQW

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Department Hierarchy export option

    Hi Akanksha,

     

    There is no simple option to export the Department Hierarchy (or position & organizational hierarchy).

    Wat you could do is export the data via data entities, and import those in visio or Power BI.

    Typically Visio is the easiest solution, but will need some time to get this working:

    pastedimage1590572646237v1.png

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