DX lets you set up teams and organizational hierarchies to power reporting across the platform. Team hierarchies can be created manually in the DX UI, or generated through CSV data files that you provide manually or through an identity provider such as Workday.
CSV formats
DX supports several different CSV formats, depending on the organizational system or data you have available.
CSV format | Description |
Workday | Ideal if your organization uses Workday. Additionally, it's possible to generate a RaaS endpoint to allow DX to fetch this data automatically. |
Team tree | A data file containing contributors, each with their team, parent teams, and team lead. |
Team tree with IDs | A data file containing teams, each with their parent team, team lead, and member list. |
Management hierarchy | A data file containing employees and their direct managers. |
For full details about each of these CSV formats, as well as examples, please see our Google Worksheet.
CSV upload methods
Processing of CSVs is led by your DX account manager to ensure best results. There are several ways to transmit CSVs to DX for processing:
Method | Description |
Email, Slack, or MS Teams | You may share your data file directly with your DX account manager. |
DX UI | You can use DX’s admin interface to upload data files directly. |
DX Web API | You can automatically upload files to DX using our API. For more information, see our Web API documentation. |
Workday RaaS | You can set up a Workday RaaS endpoint to easily fetch data files from DX. For more information, see our Workday RaaS Setup Guide. |