Combining Charts

Once the OrgTree file is created, you must map an OrgPlus (.opx) file to each box in the OrgTree file. The files must be located in the same directory or the OrgTree must contain an absolute path reference to each underlying chart.

Although not required, you will get the best results if each file uses the same naming convention for all fields, such as Name or Employee_Name).

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To combine two or more charts located in the same directory:

1        Make sure that all OrgPlus files are located in the same directory and that each file name corresponds to a box in the OrgTree file.

2        Click the Data tab and select Consolidation from the Tools section to open the Consolidation dialog box.

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3        Click the Browse button to locate the OrgTree file you want to use.

4        Click the Browse button to specify the location of the Chart directory.

5        Select your preference for handling sub-chart breaks.

Insert sub-charts breaks - By default sub-chart breaks will be automatically inserted based the OrgTree file. Deselect Insert sub-charts breaks if you do not want sub-chart breaks inserted into your chart.

6        Specify your preference for handling fields that do not appear in the first file.

Ignore Fields not in the first file - By default any fields that are not defined in the first file (the top of your OrgTree) are excluded. To include fields defined in files other than the first file, deselect the Ignore Fields not in the first file checkbox.

7        Specify whether the consolidated chart should inherit the template elements of the first file.

Use the first file as template – This option enables you to copy all template elements—the Master Page, Conditional Formatting, Groups, etc.—from the first file to the resulting consolidated chart.

8        (Optional) Specify your preference for handling records that appear in two or more charts.

Match records using field: This option enables you to designate a field as the primary key for matching records that appear in more than one chart. For example, if an employee record appears in more than one of the charts that you are consolidating, it is possible that the fields of that record differ from one chart to another. By selecting this checkbox and entering a field name, such as EMPLOYEE_ID, you can ensure that the consolidated chart does not contain duplicate boxes.

9        Click OK.

10   Save and close the new chart.

 

To combine two or more charts located in different directories:

1        Open your OrgTree file and in the second field of each box enter the full path to the corresponding chart file.

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Note: Optionally, you can create a field called Location instead of using the second field.

2        Save the revised OrgTree file.

3        Click the Data tab and select Consolidation from Tools section. The Consolidation dialog box opens.

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4        Click the Browse button to locate the OrgTree file.

5        Click the Browse button to specify the location of the Chart directory.

6        Specify your preference for handling sub-chart breaks.

Insert sub-charts breaks - By default sub-chart breaks will be automatically inserted based the OrgTree file. Deselect Insert sub-charts breaks if you do not want sub-chart breaks inserted into your chart.

7        Specify your preference for handling fields that do not appear in the first file.

Ignore Fields not in the first file - By default any fields that are not defined in the first file (the top of your OrgTree) are excluded. To include fields defined in files other than the first file, deselect the Ignore Fields not in the first file checkbox.

8        Specify whether the consolidated chart should inherit the template elements of the first file:

Use the first file as template – This option enables you to copy all template elements—the Master Page, Conditional Formatting, Groups, etc.—from the first file to the resulting consolidated chart.

9        (Optional) Specify your preference for handling records that appear in two or more charts

Match records using field: This option enables you to designate a field as the primary key for matching records that appear in more than one chart. For example, if an employee record appears in more than one of the charts you that are consolidating, it is possible that the fields of that record differ from one chart to another. By selecting this checkbox and entering a field name, such as EMPLOYEE_ID, you can ensure that the consolidated chart does not contain duplicate boxes.

10   Click OK.

11   Save the resulting chart by clicking the File tab and selecting Save As.