Filtering Data

The Filter Data dialog box enables you to limit the information that is charted from the source. You can use this feature to extract the hierarchy of a specific department, division or sub-division of a large organization.

To filter the branches to be imported:

1        From the Import Wizard - Verify Hierarchy dialog box click Filter Data to display the Filter Data dialog box.

Click to enlarge

2        Define the filter options as follows:

·         Choose top position: Enables you to define the top level in the chart tree that you want to import. By default Chart is selected in the Top Position drop-down list.

·         If you choose a manager, only that manager’s branch is imported.

·         Choose number of levels: Having chosen the Top Position, you can now define how many levels below that top position must be filtered.

·         Filter Levels from: Select the name of the first person in the filter level from the drop-down list.

·         Show Levels: By default the drop-down list shows the maximum number of levels below the Top Position that you can filter. Select any other level from the drop-down list.

3        Click OK when finished.

Note: Optionally, you can change the fields that are displayed in the Filter Data dialog box by clicking the Show Fields button.