Ottawa West Four Rivers Ontario Health Team

Community Engagement Map
Communications Team Guide

How to update the spreadsheet data and manage which sheets appear publicly on the OWFR website.

Plugin version 1.1.0 June 2026 Admin + Public
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1

What is the Community Engagement Map?

The Community Engagement Map is a searchable, filterable table on the OWFR website that displays community organizations and Patient and Family Advisory Councils (PFACs) the OHT team is connected with or tracking. It is driven entirely by an Excel spreadsheet that staff maintain, so the website always reflects the latest data.

The plugin does three things:

Why a plugin instead of pasting HTML into Divi? The full table is over 450 KB of HTML. Pasting that directly into a Divi code module causes the page editor to freeze. The plugin stores the HTML separately and injects it cleanly via a shortcode, so the editor stays fast.
2

Placing the widget on a page

The widget is inserted onto any WordPress page using a single shortcode. In Divi, add a Text or Code module and type exactly:

[owfr_community_map]

That is all that is needed. The plugin handles loading the full table HTML at render time. If the plugin is active and the template file exists, the table will appear automatically.

If you see a red error message on the page (admins only): It means the template file has not been generated yet. Follow the steps in Section 5 — Updating the table from a new spreadsheet to create it. Visitors will see a blank space rather than the error — no public disruption.
3

Finding the admin menu

Once the plugin is active, a top-level CE Map item appears in the WordPress admin sidebar (look for the network/nodes icon). It has two sub-pages:

Menu item What it does
CE Map Import Spreadsheet Upload the .xlsx file. The plugin parses every sheet and regenerates the public widget HTML immediately. Shows status of the last import and which sheets are currently enabled.
CE Map Sheet Settings Toggle individual sheets on or off. Sheets turned off are excluded from the next import and will not appear to the public. Use this to keep reference-only sheets internal.
4

Controlling which sheets are public

The Excel file used for the Community Engagement Map contains multiple worksheets. Some sheets hold live public-facing data (like the Community Mapping and Local PFACs tabs). Others — such as the Lists sheet — are reference tables used internally by staff and should not appear on the website.

Go to CE Map Sheet Settings.

How to hide a sheet from the public

  1. In the Sheet Settings table, find the sheet you want to hide (for example, Lists).
  2. Uncheck the checkbox in the Public column for that sheet.
  3. Click Save sheet settings. The status column will update to show Hidden (reference only).
  4. Go to CE Map Import Spreadsheet and re-upload the Excel file. The hidden sheet will be excluded from the generated widget.
Saving settings alone does not update the live website. Sheet settings only take effect the next time you upload the spreadsheet on the Import Spreadsheet page. Always re-import after changing settings.

Default behaviour for new sheets

When you upload a spreadsheet that contains a worksheet that has never been seen before, it defaults to enabled (public). After the import you can go to Sheet Settings and turn it off if needed, then re-import.

Sheets you have previously turned off will stay off even when you upload a new version of the spreadsheet — you do not need to re-disable them every time.

5

Updating the table from a new spreadsheet

Whenever the Community Engagement Map spreadsheet is updated — new organizations added, contacts changed, engagement goals revised — you upload the new file through the admin and the public widget updates instantly.

Go to CE Map Import Spreadsheet.

Steps to import

  1. Click the Choose File button under Excel file (.xlsx).
  2. Select the updated spreadsheet from your computer. It must be a .xlsx file (Excel 2007 or newer).
  3. Click Generate table from spreadsheet.
  4. The page will reload and show a green success banner: "Import successful. Found X sheet(s) — Y rendered publicly (Z data rows)." The public widget is now live with the new data.
The file is never saved to the server. The spreadsheet is read into memory, converted to HTML, and then discarded. Only the generated HTML is stored. This means no confidential data in the file persists beyond the import.

What the status panel shows

The right-hand panel on the Import Spreadsheet page always shows:

If the import fails

A red error banner will appear with a description. Common causes:

ErrorWhat to do
Only .xlsx files are accepted Make sure you are saving the file as Excel Workbook (.xlsx) in Excel, not as .xls, .csv, or .ods.
Could not parse the Excel file The file may be password-protected or corrupted. Open it in Excel, remove any password, resave, and try again.
Template file could not be written A server file permission issue. Contact the developer — the template/ folder needs write access.
Upload failed (error code X) The file may be too large for the server's upload limit. Check with the developer if the file is over 10 MB.
6

Full update workflow (step by step)

This section covers the complete process from opening the spreadsheet to the updated table appearing live — including the common scenario of needing to hide the reference Lists sheet.

Scenario: You have received an updated spreadsheet and need to publish the changes
  1. Open the spreadsheet in Excel. Verify the data looks correct. Make sure the file is saved as .xlsx format.
  2. Check Sheet Settings first (if needed). Go to CE Map Sheet Settings. If any sheets should be hidden (such as Lists), uncheck them now and click Save sheet settings. You only need to do this step once — settings are remembered for future imports.
  3. Go to Import Spreadsheet. Navigate to CE Map Import Spreadsheet.
  4. Upload the file. Click Choose File, select the .xlsx file, then click Generate table from spreadsheet.
  5. Confirm the success banner. You should see a green banner confirming the number of sheets rendered and rows imported. If the number of sheets rendered is less than total sheets found, that is expected — the hidden sheets are excluded.
  6. Check the live page. Visit the page on the website that contains [owfr_community_map] and confirm the new data appears. The change is immediate — no cache clearing is needed.
Repeat imports are safe. Uploading the same or an older file simply overwrites the current table. There is no history or version control — the most recently imported file is always what visitors see.
7

Spreadsheet formatting rules

The plugin reads whatever is in the Excel file. Following these rules ensures the table displays correctly.

RuleDetails
File format Must be .xlsx (Excel 2007 or newer). Files in .xls, .csv, .ods, or Google Sheets format will not work.
Header row Row 1 of every worksheet must contain column headers. These become the sticky column headings in the public table.
Sheet names Sheet names become the tab labels in the public widget. Keep them short and descriptive (e.g. Community Mapping, Local PFACs).
Hyperlinks Excel hyperlinks (cells linked via Insert → Link) are automatically converted to clickable links in the table. Plain URLs typed into cells are also auto-linked.
Email addresses Any cell containing a plain email address is automatically turned into a mailto: link.
Empty cells Empty cells display as a dash (—). Completely blank rows are skipped automatically.
Long text Cells whose content visually overflows the row height automatically get a Show more / Show less toggle. No special formatting needed in Excel.
Password protection Do not password-protect the file. The parser cannot open protected workbooks.
8

How the widget looks to visitors

The public widget includes several built-in features that visitors can use without any configuration:

Search

A search box at the top filters all visible rows in real time. Visitors can search by any text in the table — organization name, geography, contact, area of focus, and so on. The row count updates as they type to show how many results match.

Tabs

Each enabled sheet appears as a tab button at the top of the widget (e.g. Community Mapping and Local PFACs). Clicking a tab switches to that sheet. The search field filters the currently active tab only.

Horizontal scrolling

Because the table has many columns, it scrolls horizontally within a fixed container. Floating < and > arrow buttons appear on the left and right edges of the table, letting visitors navigate columns by clicking rather than dragging a scrollbar. A fade gradient on each edge indicates that more columns exist in that direction.

Expand / collapse long cells

Cells whose content is too long to display in the default row height are clipped automatically. A Show more link appears beneath the clipped text. Clicking it reveals the full content. Clicking Show less collapses it again.

Sticky first column and header row

The organization name column stays fixed on the left as visitors scroll right. The header row stays fixed at the top as visitors scroll down. This makes it easy to know which column and which row you are reading at all times.

9

Frequently asked questions

Does uploading a new spreadsheet take the table offline while it generates?

No. The old table remains live until the new one is fully written. The switch is instantaneous.

Can I update just one sheet without affecting the others?

No — the import always processes the entire file. All enabled sheets are regenerated together. To update one sheet, save the full Excel file with that sheet updated and re-import the whole file.

I hid the Lists sheet but it still appears on the website.

Saving sheet settings alone does not update the live table. You must also re-upload the spreadsheet on the CE Map Import Spreadsheet page after saving your settings.

The search is not finding a row I know exists.

Check that you are on the correct tab — search only filters the currently visible sheet. Also check that the row is not in a sheet that has been marked as hidden.

Some comments in the Community Mapping tab end with "..." and seem cut off.

The original spreadsheet had truncated text in those comment cells. Once you import a fresh copy of the spreadsheet with the full comment text, those cells will display completely and will automatically get a Show more button if the content is long.

Can I add or remove columns?

Yes. Any changes to column headers in row 1 of the spreadsheet will be reflected in the table automatically after the next import. There is no column configuration needed in WordPress.

Who has access to the CE Map admin pages?

Only users with the Administrator role in WordPress can see the CE Map menu, upload spreadsheets, or change sheet settings.

How do I completely remove the widget from a page?

Remove or delete the [owfr_community_map] shortcode from the page in Divi. The plugin and its data are not affected — you can re-add the shortcode at any time.


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OWFR Plugin Suite Documentation  |  Ottawa West Four Rivers Ontario Health Team  |  June 2026