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Adding Additional Fields After Import

Working with the OrgChart Platinum software, users may sometimes find it necessary to import additional data fields from whichever external data source they may happen to be using. This requires re-importing the data from the data source and then refreshing the chart. Before refreshing the chart, however, users must make that their desired field is located in their external data and then add the data field to the Chart Data Set.

Additional Fields: Chart data set

To add a field to the Chart Data Set, go to the Data tab and click on the Chart Data Set button.

Add the desired field by clicking the New button. You can rename the field if desired. Click OK when finished.

Additional Fields: Resync properties

When you’ve finished adding the field to the Chart Data Set, click on Resync Properties (in the Data tab).

Progress through the Resync Properties Wizard until you reach the following screen:

Additional Fields: Resync data

Scroll down to the very bottom of the list to find the field you just added. Make sure the field is bound, not “Unbound.” You can then finish out the properties and then resync the data to pull the additional field into the chart. Resync data by selecting the Resync Data button in the Data tab.

Updated on January 17, 2023

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