OrgChart Generator

A command-line tool that converts CSV employee data into organizational charts as PDF files.

Features

• CSV to PDF: Converts employee CSV data directly to PDF organizational charts
• Cross-platform: Works on macOS, Linux, and Windows
• Flexible output: Optional intermediate DOT file generation for debugging
• Automatic layout: Uses Graphviz for professional organizational chart layout
• Windows drag-and-drop: On Windows, you can drag and drop a CSV file onto the executable to generate a PDF instantly (no command line needed)

Requirements

• Go 1.24+: Required to build the program
• Graphviz: Required for PDF generation (the dot command must be available)

Installing Graphviz

macOS

brew install graphviz

Ubuntu/Debian

sudo apt-get install graphviz

Windows

# Using Chocolatey
choco install graphviz

# Or download from https://graphviz.org/download/

Building

go build orgchart.go

This creates an executable named orgchart (or orgchart.exe on Windows).

Usage

Basic Usage

Generate a PDF from a CSV file:

./orgchart fcbh.csv

This creates fcbh.pdf in the same directory.

Custom Output Name

Specify a custom output filename:

./orgchart fcbh.csv my_organization.pdf

Keep Intermediate DOT File

To debug or inspect the generated graph structure, keep the intermediate DOT file:

./orgchart fcbh.csv --keep-dot
# or
./orgchart fcbh.csv -k

This creates both fcbh.pdf and fcbh.dot files.

Complete Example

./orgchart fcbh.csv my_org_chart.pdf --keep-dot

Creates:

• my_org_chart.pdf - The organizational chart
• my_org_chart.dot - The Graphviz DOT file (for inspection)

Windows Drag-and-Drop

• On Windows, you can drag and drop a CSV file onto the executable (orgchart_win64.exe) to generate a PDF in the same folder.
• You can also double-click a CSV file (after file association) or right-click → "Open with" → select the executable.
• All command line options are also available.

CSV Format

The input CSV should be exported from the UKG "Title name supervisor" report (export without Display Header/Footer).

CSV Example

"Employee Status","Date Hired","Default Jobs (HR) Full Path","Employee Name","Supervisor Name","Manager / Director Name","Cost Centers(Department)"
"Active","09/01/1972","President","GERALD A. JACKSON","GERALD A. JACKSON","","69_Corporate"
"Active","06/08/2015","Vice President of Technology","JONATHAN R. STEARLEY","JOSHUA A. MEE","CLAY JACKSON","771_Technology Development"

Output

The program generates an organizational chart showing:

• Employee boxes: Each supervisor's direct reports in a table format
• Hierarchy: Lines connecting supervisors to their managers
• Edge labels: Number of direct reports and total reports (direct + indirect)
• Statistics: Summary information including total people, average span of control, and job title count

Command Line Options

Option	Description
--keep-dot or -k	Keep the intermediate DOT file for inspection
[output-pdf]	Specify custom output filename (optional)

Error Handling

The program provides helpful error messages for common issues:

• Missing CSV file: "Error opening CSV file: ..."
• Invalid CSV format: "Error reading CSV: ..."
• Graphviz not found: "Error converting to PDF: ..." (with manual conversion instructions)

Cross-Platform Support

Building for Windows

Using Build Scripts (Recommended)

From macOS/Linux:

./build_windows.sh

From Windows (PowerShell):

.\build_windows.ps1

From Windows (Command Prompt):

build_windows.bat

These scripts build for multiple Windows architectures:

• Windows 64-bit (orgchart_win64.exe) - Most common
• Windows 32-bit (orgchart_win32.exe) - For older systems
• Windows ARM64 (orgchart_win_arm64.exe) - For Windows on ARM

Windows Installation and Setup

For detailed Windows installation instructions, including drag-and-drop functionality, see WINDOWS_INSTALL.md.

Manual Build

From macOS/Linux, build a Windows executable:

GOOS=windows GOARCH=amd64 go build orgchart_dragdrop.go

This creates orgchart_dragdrop.exe for Windows.

Building for Different Architectures

# Windows 64-bit
GOOS=windows GOARCH=amd64 go build orgchart_dragdrop.go

# Windows 32-bit
GOOS=windows GOARCH=386 go build orgchart_dragdrop.go

# Linux 64-bit
GOOS=linux GOARCH=amd64 go build orgchart.go

# macOS ARM (Apple Silicon)
GOOS=darwin GOARCH=arm64 go build orgchart.go

Troubleshooting

"dot: command not found"

Install Graphviz on your system (see Requirements section).

"Error converting to PDF"

The program will save the DOT file and provide manual conversion instructions:

dot -Tpdf fcbh.dot -o fcbh.pdf

Large organizational charts

For very large organizations, consider:

• Using --keep-dot to inspect the DOT file
• Manually editing the DOT file for custom layouts
• Using Graphviz's layout engines: dot, neato, fdp, sfdp, twopi, circo

License

This program is provided as-is for organizational chart generation.