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release notes: orgvue 2.4

Published by orgvue

1. Release Notes Summary

OrgVue version v2.4 was released into live in April 2013. This is a summary of the main improvements that it offers:

Item Change Impact
Account Management You can now administer multiple accounts from one log-in Easier management of multiple accounts for clients needing separated areas for Organisation Design – e.g. consulting firms
Dashboards 8 new dashboards available off the shelfDashboards include all existing charting features 7 new visualisations available to usersMuch greater speed to access charting features
Fully configurable Dashboards Dashboards now fully configurable on request Ability to specify exactly the dashboards that a business / HRD needs
Property Pane The information about any individual is now available in a side bar, rather than at the bottom of the screen Much easier to interact with the data and get a sense of the information held about any one person
Dates A new property that allows you to include full date fields, in formats that can be defined by users Effective date handling and ‘bucketing’ into unequal time periods (e.g. before 2000, 2000-2008, 2008-2011,2012,2013)
Images Can now be uploaded by individuals Adds individual access to the bulk upload of existing photographs / images
PDFs All areas of OrgVue can now be exported as high-resolution pdfs.PDFs can be created as multi-paged documents or as multiple single-paged documents OrgVue reports become accessible to everyday users in a format that they are comfortable with.Readable on all kinds of tablet devices.
Surveys Can be set up more easily within a dataset or by clicking on ‘web form’ in properties Easier user experience
Lookup expressions Data fields can now be defined as select or combo boxes for better data entry. The values for the drop down may be defined as a simple list or an expression allowing complex rules to be defined. Ensure better data quality on data entry and further ease data cleansing exercises.
Conditional formatting on data entry The grid can be set to colour  data that does not match to pre-set conditions Ability to see where data errors are arising
Easier than before, can use tab Movement around the grid Smoother user experience
Simpler, cleaner interface Look and feel Brighter user experience
Option to refresh the view only, or to refresh the whole dataset Shallow & deep refresh Faster interaction with OrgVue

2. New and Better Functionality

2.1. Account Management

In OrgVue v2.4, account management and security has been upgraded so that:

The benefits of this for administrators are that you have much greater control over potentially several client accounts.

Please note that for security reasons, only one person at a time can be logged in with any particular username. A second concurrent log-in with the same details will result in an automatic log-out of the first person logged in.

2.2. Dashboards

OrgVue v2.4 offers 9 standard dashboards, up from 2 in v2.2

OrgVue - 9 standard dashboardsThe dashboards are listed below, with the value that we see in each dashboard:

2.2.1. Bubble

The bubble dashboard gives an intuitive sense of the size of populations being shown.

OrgVue - Bubble2.2.2. Charts

The Charts dashboard delivers all the functionality that users have previously accessed through the Charts tab. It adds better legends – which show the population being described with their colours. And it offers much better performance in terms of speed. For example, charts that took 12 seconds to load can now be accessed through dashboards in 4 seconds.

Users may still choose to use ‘Charts’ to gain access to underlying data, which can be copied out from the Charts tab into Excel.

OrgVue - Charts

2.2.3. CrossTabs

The CrossTabs dashboard helps you visualise key comparisons on one page – showing up to 4 variables for each comparison. It is controlled through the normal charting controls on the right hand side of the screen. Your selection of ‘Chart by’ and ‘Colour’ define the horizontal and vertical axes.

OrgVue - CrossTabs

2.2.4. Distribution

The Distribution dashboard helps you visualise key comparisons as a line chart on one page. Like the Cross-Tabs dashboard, it is controlled through the normal charting controls on the right hand side of the screen. The line chart is an effective way of visualising outliers in dimensions of data

OrgVue - Distribution

2.2.5. Infographic

The Infographic dashboard helps you to bring data to life. It is controlled through the charting controls on the right hand side of the screen. It is an alternative to the Bubble chart as a way of visualising the data. It has the advantage that every point in the dataset is actually represented on the screen as an icon, allowing the user to hover over any item in the dataset. In future releases, items will be clickable to allow users to access data through the image.

OrgVue - Infographics2.2.6. Pie

The Pie dashboard allows you to create a range of pie charts (or more exactly, doughnut charts) for your data:

OrgVue - Pie dashboard2.2.7. Quality

The Quality dashboard has been retained in v2.4, and is included in these Release Notes for completeness.

OrgVue - Quality dashboard

2.2.8. Sunburst

The Sunburst dashboard can now be shown with much greater detail, either in its traditional ‘single large’ burst format or split down into multiple separate sections:

OrgVue - Sunburst dashboard

2.2.9. Word Clouds

The Word Cloud dashboard allows you to visualise the frequency of categories in a dimension of the dataset, while colouring and grouping by another variable.

OrgVue - Word Clouds

2.2.10. Correlations

The correlations dashboard has been removed from v2.4, on the grounds that it has been overtaken by the 9 dashboards above.

2.3. Fully Configurable Dashboards

In addition to the standard dashboards listed above, clients can specify the dashboards that they want to present. Configurable dashboards can include any data that is in the dataset, and any visualisation, from line charts to bar charts to bubbles, word clouds or infographics. Concentra can configure these dashboards for sharing within the business.

2.4. User-Defined Dashboards

In OrgVue version 2.4, we are giving users the ability to configure dashboards themselves, backed with training and support from Concentra. Users who will find it easy to configure their own dashboards include people who are comfortable with Java scripts and Access databases. We would usually recommend some training from Concentra to get started with configuring your own dashboards.

2.5. Property Pane

The new Property Pane in OrgVue v2.4 is significantly easier to use. It appears on the left hand side of the screen, making it easy to see the details relating to any individual in the data set.

The Property Pane is available when you are working on the Worksheet, the pivot table or the Org Chart:

OrgVue - Property Pane

OrgVue - Property Pane

2.6. Dates

Dates are now handled by OrgVue as a specific type of property, joining numbers, images and text. They can be defined by users in the format that they prefer. Key benefits for users include:

In this case, the user has chosen to use the format MMM yyyy for Start Date and dd/MM/yyyy for Role Start Date:

OrgVue - Dates OrgVue - Dates 2Please note that date formats vary specifically according to syntax, so e.g. MMMM yyyy will generate a full month name, whereas MMM yyyy will generate a short month name. This gives the user a great deal of control in displaying dates and analysing date information.

OrgVue - Dates 3

Syntax Display Comment
dd MMM yy 16 Jan 13 Short form
dd MMMM yyyy 16 January 2013 Longest form
MM yy 01 13 Shortest form
MMM yy Jan 13 Useful for analysing by month and year
MMM Jan Can be used for analysing by month
yyyy 2013 Useful for bucketing by year
MMM/yy Jan/13 Option to format with a slash

OrgVue - Dates 4

The Benefit for users is that you can analyse trends in data, for example patterns in start dates by month:

OrgVue - Dates 5

2.7. Images

Image upload is simple and easy in OrgVue v2.4. On the Property Pane, any property can be set to ‘Image’ and the User can upload a photograph by clicking on the ‘Upload’ button.

OrgVue - Images

2.8. PDFs

OrgVue now generates high definition PDFs from its dashboards. This gives the user a new option to export and share OrgVue outputs. The PDFs generated can be single page, multiple page (in the case of producing multiple charts for different areas of the business, for example) or multiple PDFs, if you want to generate an individual chart for each area of the business to be sent separately.

PDFs go hand-in-hand with the Dashboard functionality to offer a major new advance in Users’ abilities to create reports in OrgVue and share them. PDFs have advantages including being able to be read on smartphones and tablets. They are produced in extremely high definition, using vector graphics, meaning that they are ‘infinitely zoomable’ and look great in print and on screen.

In v2.4 PDFs generated from OrgCharts remain as bitmaps – so to produce very large or high-definition OrgCharts for printing, we continue to recommend zooming in to extreme close-up then using the camera icon to capture the image as normal.

OrgVue - PDFs

2.9. Surveys

Surveys have become more advanced in OrgVue v2.4. Via the Property Pane, data fields can be edited, can be nominated for inclusion in or exclusion from Surveys and can have their Question Type defined:

OrgVue - Surveys

Defining the type of question to include on a Survey:

OrgVue - Surveys 2

2.10. Lookup Expressions

OrgVue v2.4 allows you to use LookUp Expressions in order to keep your main dataset updated with a reference set of data. This can be useful where the reference set of data needs to be updated periodically, and the change needs to be dialled through the entire population of your main dataset.

To use a lookup dataset, the key steps are:

1. Determine field in your existing data set which you will use to ‘Lookup’ additional data (in this example, we are using the ‘Grade’ field from the ‘People Link Example’ data set)

2. Create new data set of data you wish to have against Lookup value (Grade), e.g.

OrgVue - Grade

3. Create a new data set in the ‘Lookups’ tab and copy/paste new data in.

Important: the ‘ID’ of new data set must match the Lookup value:

OrgVue - Lookup Value (Grade)

4. Use the OrgVue Expression Language to obtain the lookup value from your source dataset using the following formula:

node.lookup(‘<lookup value>’).<lookup target value>

for example:


OrgVue - node.lookup

In this example, node.lookup(‘Grade’).targetsalary will return the target salary from the Lookup data set for the associated Grade from the selected node in your current data set

5. A formula can also be set as the value of a Property, e.g.:

2.11. Conditional formatting on data entry

In OrgVue v2.4, conditional formatting allows users to see where data entered does not conform to a pre-defined list of values.


OrgVue - Conditional formatting on data entry

2.12. Other Improvements

2.12.1. Using Tab To Move Around

Users can now use ‘Tab’ and ‘Shift Tab’ buttons to move up and down through the Property Pane, and through pdfs created from OrgVue.

OrgVue - Using Tab to Move Around

2.12.2. Simpler, Cleaner Interface

OrgVue v2.4 has been built with a cleaner font, a lighter background for increased visibility and easier viewing. The cleaner font comes through into pdfs published from OrgVue.


OrgVue - Old Interface


OrgVue - New Interface

2.12.3. Refresh or Recalculate Options

In OrgVue v2.4, there are options to do a ‘Shallow’ refresh, refreshing the visual image only or to do a full ‘Recalculate’ of the data shown on the grid. When no mathematical changes have taken place, and re-calculation is not needed, using the ‘shallow’ refresh can be a quicker way of updating what is shown on the screen.

OrgVue - Refresh or Recalculate Options

3. Queries and Feedback

We hope you’ve found these release notes useful. We value your feedback as it helps us shape OrgVue to your needs as well as produce more useful release notes and other training materials.

If you have specific requests, comments or queries, please email us at

We plan to feed the most popular requests into the next edition of the user guide along with any interesting examples that you’d like to share with other users.

You can find further information about OrgVue at our website: and on our how-to videos.