Changing Refresh Properties

By default, the Refresh Data command uses the same settings as the original import. The Refresh Properties dialog box lets you to change the parameters set during the import process.

You can also archive your chart data with every refresh, or on a daily or weekly basis. Every refresh creates a new archive file.  See the procedures in Archiving Chart Data for more information.

Note: The Refresh Properties feature is only applicable to charts that are created from an external data source.

To change the refresh properties:

1        With your chart displayed, click the Data tab and select Refresh Properties from the Import section to open the Refresh Properties dialog box.

2        Modify the properties, as necessary, in the Source tab.

Click to enlarge

·         Data Source: Select a new data source. This is useful if the original data source has been moved or renamed.

·         Data Filters: During import you can choose to import a subset of your source data. You can modify the original data filter to change the subset of source data used during refresh.

·         Import Fields From Source: Select the fields to be updated during the Refresh process. The fields that are not selected will not be modified during refresh. The Modify button becomes active when you select any field.

·         To remap a field: Select any checked field and click the Modify button. Use the Field from Source drop-down list to map the field to a data source field.

·         To add a field: Select the checkbox associated with any unchecked field to display the Modify dialog. Define field mapping using the OrgPlus Field drop-down list. By default, a new OrgPlus field with the same name as the data source field is created. You can name the OrgPlus field by typing directly into the OrgPlus Field drop-down.

Note: At any time, you can rename OrgPlus fields by selecting Define Fields from the Home tab.

·         Position: Select the field to be used as the position field. The position field and Reports To fields are required to build the chart hierarchy.

·         Reports To: Select the field to be used as the Reports To field.

·         Unique Field: Select the field to be used as the unique identifier for each record in the source data. This field is used to match boxes in the existing chart with records from the data source.

3        Modify the properties, as necessary, in the Options tab.

Click to enlarge

·         Re-apply Sub-chart Rules: After refreshing a chart, this option re-applies the original sub-chart rules.

·         Re-apply Chart Rules: After refreshing a chart, re-applies all defined chart rules.

·         Re-apply Photo Manager: After refreshing a chart, refreshes all photos based on the current Photo Manager settings.

·         Refresh Hierarchy: When Refresh Hierarchy is selected, the reporting structure of the chart and the contents of each box are updated during a refresh. When this option is not selected, only information within the chart boxes is updated. This is useful when the data source contains incorrect or  missing hierarchy information, or when you have manually modified the hierarchy of the chart.

·         Refresh Connector Line Format: After refreshing the chart, refreshes all connector lines based on the ReportsToFormat advanced data field. See Formatting_ReportsTo_Lines in Source Data Requirements for more information on this field.

·         Refresh Auxiliary Lines: After refreshing a chart, refreshes all auxiliary lines based on the AuxReportsTo advanced data field. See Adding Auxiliary Lines in Working with Charts: Advanced Charting for more information on advanced data fields.

·         Refresh Combined Positions: After refreshing the chart, recombines records into multi-record boxes based on the settings in the Combine dialog (see Combining Multiple Records for more information on combining records).

·         Refresh Group Positions: After refreshing the chart, groups peers based on settings from the Group dialog (see Grouping Peers for more information).

·         Re-apply Sorting: After refreshing a chart, re-sorts boxes based on the options defined in the Sort Data dialog box.

·         Remove Unassigned Positions: If you select this option, orphan records that are currently in the chart, will be removed from the project in the refresh.

·         Maintain Mapping of Unassigned Positions: Select this option if you want the refresh to maintain the chart positions of records that are orphans in the data source.

Note: You can preserve the current positions of orphan records you have mapped and prevent the inclusion of further orphan records in the refresh process by checking both of the Unassigned Positions checkboxes.

Determine top of chart using:

By default OrgPlus displays the Largest Branch (chart) that can be created from a data source. You can choose which record(s) will be designated as the top position in the chart by either specifying a Position or Reports to value. This is useful in the following cases:

·         Multiple boxes at the top: To designate more than one box at the top of chart make sure that each box must have the same reports to value.

·         Circular Reference at the top:  The top boxes report to each other.

·         Display orphans at the top: All orphan records must have the same reports to value.