Custom Rules Rules are a very powerful way to search, format and change the structure of the organization chart. Creating custom rules...
Save Division to a File When creating larger charts the application gives you a way to create subcharts, which we term Divisions. In the example...
Delete Division Delete Steve’s division and all of its members. The result: Steve and all of his team have been removed.
Create Division from File We will now add in Steve’s division from the previously saved file. Create Division: Select file/top level … select the...
Audit and Compare – Tracking Changes Common situation: You have made numerous changes to a chart since last month. So, what changed? How can you know...
Name Field Formatting and Recognition You can format names to be compatible with most HR databases. Names stored as Last, First, Middle Initial can be...
Hide Shape Using the Hide Shape option will prevent the chart box from being seen, however the space that box was taking...
AutoAdjustSize – Automatic Box Sizing AutoAdjustSize is a powerful new feature that helps you – automatically – create a chart with boxes of uniform size....
Automation in Orgchart The Automation function enables charts to be updated on a scheduled basis without the user’s intervention. It involves a two-step...
Exclude Manager Headcount OrgChart can perform different calculations such as Headcount, Span of Control, Budget Totals and more. This article pertains to configuring...
Chart Calculation With OrgChart you can create many kinds of calculations for your chart. Calculations may be used for purposes of analysis...
Conditional Formatting Conditional formatting is a feature that causes a box to change appearance as soon as a data condition in that...
Maintaining Divisions To hold the divisions you create in the chart, Go to your data tab and select the resync properties. On...
Re-calculate Divisions in a Chart To re-create division pages in an OrgChart go to the resync properties in the data tab and on the very...
Re-create Divisions in a Chart To re-create pages in an OrgChart go to the resync properties in the data tab and on the very last...
Renaming and Publishing Divisions One reason you would rename divisions within the software is for when you publish to PDF and want to change...
Dotted Line Reporting – Existing Chart If you have the column already located in the data source you can pull the dotted line reporting relationships into...
Creating Vertical Groups There are two ways to create vertical groups in the OrgChart software. The first is if you are looking at...
Vertical Grouping Staging and Orphan Pane Once the chart has the vertical grouping set up, you can move boxes to the Staging Area (named Orphan Pane...
Color Coding with Markers If you need to color code chart boxes based on a data condition there are two approaches you may use: ...