Grouping Tab

The Grouping tab offers ways to break down larger charts into hyperlinked Divisions (also known as sub–charts). Other grouping functions let you optimize chart space, to show as many boxes as possible on a given page.

Grouping Tab: Divisions

  1. Create Division – Select any manager with subordinates. The Create Division command will create a separate hyperlinked chart page. Division boxes have a large arrow in the lower portion of the box. Clicking on this arrow displays the subordinate boxes.

  1. Dismiss Division – Select any Division box. This command will eliminate the hyperlinked chart page, showing all of the subordinate boxes on the same page with the manager.
  2. Division Wizard – Using this wizard you can automatically set division pagination for the entire chart file.
  3. Save to File – Select a box that is a division. This command creates a chart file with only the detail for the selected division.
  4. Append File – Adds boxes and associated data from another chart file.
  5. Show Division View – Displays the list of Divisions in the lower pane of the application.
  6. Division Rename Wizard – Any data field can be used to name the divisions appearing in the outline view. The result from this wizard shows in the division view and the Division Title autotext field.

Grouping Tab: Box groups

Grouping Tab: Co-Managers group

Co-Managers Group – Two boxes can be joined to form a manager group.

Without Co-Manager Group
With Co-Manager Group

Grouping Tab: Vertical group

When looking to show many boxes on a page the vertical Group offers an efficient use of space.

Without Vertical Group
With Vertical Group

Grouping Tab: Auto Summary group

You can group boxes according to a field such as title. Right-click on the supervisor box ans select Vertical Group / Group by. The field you select automatically determines the grouping of boxes.

Grouping Tab: Show group counter only

Another option is to show only the count for the number of records with the same title.

Updated on January 17, 2023

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