Using the Sub-Charts Panel

The Sub-chart panel lists the sub-charts in your chart using a tree structure. Clicking a sub-chart name displays the corresponding sub-chart.

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The Sub-charts panel toolbar provides the following functions:

Icon

Name

Description

Check All

Select all sub-charts.

Uncheck All

Unselect all sub-charts.

Create Sub-charts

Display the Create Sub-charts dialog box.

Send to Excel

Export data from selected sub-chart(s) to an Excel spreadsheet.

Export Data

Export data from selected sub-chart(s) using the Export Data dialog box.

Reconnect Sub-chart(s)

Remove sub-chart breaks from the selected sub‑charts.

Print Sub-charts

Print the selected sub-charts.

OrgUnit Chart

Create a chart of OrgUnits (or departments) from the hierarchy shown in the sub-charts panel.

To rename a sub-chart:

1        Make sure the sub-chart panel is displayed by clicking the View tab and selecting Sub-charts.

2        Double-click a sub-chart.

3        Type in a sub-chart name and press Enter.0

To navigate sub-charts using the Sub-chart panel.

1        Choose Sub-charts from the View tab.

·         OR

·         If the Search panel is open, click the Sub-charts panel link. The Sub-charts panel is displayed in the main window.

2        Click on any sub-chart listed in the Sub-charts panel. The corresponding sub-chart is displayed. 0

To create an OrgUnit Chart:

1        Make sure the sub-chart panel is displayed by selecting Sub-charts from the View tab.

2        Click on the OrgUnit Chart button .

3        Define your OrgUnit Chart options as follows:

·         Sub-chart levels: Specify the number of levels to include when creating the OrgUnit chart.

·         Include Headcounts:  Specify whether to include headcounts when creating the OrgUnit chart.  

4        Click OK. An untitled OrgUnit Chart is created based on the selected options.

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