Publishing Charts

Publishing is a powerful process which exports certain file formats, then can immediately open the associated program and display the results. (For example, if you publish an OrgChart to MS Word, the chart would be saved in MS Word format and then Microsoft Word would automatically load and display your chart.)

OrgChartpublishes the following formats:

1. Interactive PDF
2. Microsoft PowerPoint
3. Microsoft Word
4. Web Pages with HTML5
5. Image File
6. Flash

Publishing: Select publishing format

This screen offers six publishing options (see below)

Click in a radio button to select which format you want your chart to be pub­lished in. Choose from the following:

1. Interactive PDF
2. Microsoft PowerPoint
3. Web Pages HTML5
4. Flash
5. Image File
6. Microsoft Word

Select PDF (for this example)

Click Next

Publishing: Select content scope

This page sets exactly what part of your chart is going to be published (see below).

Choose from one of the following options:

1. Active chart – publishes the chart and all additional (hidden) sub-charts.
2. Active sheet – publishes only the currently displayed sheet.
3. Selection only – publishes only components currently selected.
4. Division and Below – allows you to publish a specific branch of the chart. Note: this is only available for PDF publish.

Note: not all options will be available for all publishing formats. Unavailable selections will be inactive (grayed out).

2. Choosing Next will send each format to the following Publishing Wizard screens. For each selection, please go to the corresponding area to complete the next stage of the publishing process:
   • Word, Web Pages, and PDF – Select data fields.
   • PowerPoint – Configuring PowerPoint titles, contents and index pages.
   • Flash – Choose destination file path.

Publishing: Set data fields

This screen determines which data fields will appear in your published chart pages for individual employee pages.

Note: This menu applies to PDF, Flash and HTML only.

HTML5 and Flash Publishing Tip: For privacy purposes, choose only the fields you want to appear in the final, published version.

Data fields are chosen by making selections from the Available columns pane and transferring them to the Output columns pane.

To move items between panes simply highlight a selection and use the appro­priate button. The following options are available:

1. Add – moves a selection from the Available columns pane to the Output columns pane.
2. Add all – moves all the selections from the Available columns pane to the Output columns pane.
3. Remove – moves a selection from the Output columns pane to the Available columns pane.
4. Remove all – moves all the selections from the Output columns pane to the Available columns pane.

The following options are available in the Output columns paneonly:

1. Move Up – moves an item higher on the list. This option is inactive if the selec­tion is already at the top.
2. Move Down – moves an item lower on the list. This option is inactive if the selection is already at the bottom.

Choosing Next will send each format to the following Publishing Wizard screens. For each selection, please go to the corresponding area to complete the next stage of the publishing process:

1. Word – the Select image typeinterface.
2. Web Pages – the Choosing the destination file path screen.

The following navigation options are also available at the bottom of the page.

1. Back – return to the Select data source screen.
2. Cancel – close the wizard without saving and return to the Main Work area.
3. Help – launch the OrgChartHelp system.

Publishing: Configuring PowerPoint titles, contents, and index pages

This page is unique to PowerPoint and applies to no other formats. This interface is used to set the title, contentsand indexpages (see below).

1. Include Title Page – check this box to add a title page to your PowerPoint presentation.
   • Title field – type your presentation’s title in this field.

2. Include Contents Page – check this box to add a contents page to your PowerPoint presentation.
3. Show division title – check this box to have the title appear on every page.
4. Show division manager’s manager – check this box to have this information appear on every page.
5. Include Index Page – check this box to add an index to your PowerPoint presentation.
   • Index – expand the drop down menu and choose a field to index. This list is composed of the default data fields present when a component is first placed on a chart.
   • Sort: Ascending / Descending – click the appropriate radio button to specify if you wish the index to sort the selected index field in ascending or descending order.
6. Choose Next to proceed to the Selecting image properties screen.

The following navigation options are also available at the bottom of the page.

1. Back – return to the previous wizard screen.
2. Cancel – close the wizard without saving and return to the Main Work area.
3. Help – launch the OrgChartHelp system.

Publishing: Selecting image properties (PowerPoint and MS Word only)

This screen is used to set the published data as a bitmapped image or metafile. It is only used for PowerPoint and MS Word.

1. Choose a publishing option:
   • Bitmap image
   • Metafile (recommended)
2. Choose Next to proceed to the Progress screen (all formats).

The following navigation options are also available at the bottom of the page.

• Back – return to the previous wizard screen.
• Cancel – close the wizard without saving and return to the Main Work area.
• Help – launch the OrgChartHelp system.