There are two ways to create vertical groups in the OrgChart software. The first is if you are looking at putting vertical groups in an existing chart.
Vertical Groups : Create new group
Go to the page that you want to put vertical groups in, select the boxes you want in a vertical group, Right-click on one of those groups go to vertical group and click Create new group.
Vertical Groups : Data source grouping
The 2nd option is when you are importing you can create vertical groups based off a field within your data source. One the last page of the import wizard you will want to choose the group subordinates option and use the dropdown menu to choose the field you want to group by:
Once you click Next and finish the import wizard. If there are multiple people with the same information in the field you selected while importing, they will be put into vertical groups.
