In the Hierarchy Verification dialog box in the Import Wizard, you will verify that OrgPlus is building the chart hierarchy correctly. You can set a filter to define a subset of source data to import into a chart, such as a division within an organization.
To define the chart hierarchy:
1 Identify the Position field. You can specify the field used as the Position (unique identifier) using the Position drop-down list.
2 Identify the Reports To field. You can specify the field used as the Reports To identifier or deselect the option if the data source does not contain hierarchy information, or if you want to exclude the Reports To information contained in the data source.
Notes:
Optionally, you can change the fields that are displayed in the Import
Wizard by clicking the Show Fields
button. This is helpful if the Name field does not provide
enough information to verify that the hierarchy is correct.
Use the Advanced button if your data contains a hierarchy that
cannot be processed using only the Reports To and Position
fields. See Advanced Import.
3 Identify the Unique Field. Use this drop-down list to specify the field that will uniquely identify each record during the data refresh process.
Note: Click Filter Data to select a subset of information from the data source. See Filtering Data for more details.
4 After you finish defining the hierarchy and data filtering options, click Next.
5 If your chart has more than three levels, the chart will automatically be broken into sub-charts and the names of the sub-charts will display in the Sub-charts panel.