Home Tab

The Home tab contains commands that enable you to perform a number of editing and defining functions. It is divided into six sections, described below.

Clipboard Section

The Clipboard section contains copy-and-pasting options.

Command/Shortcut	Description	Icon
Paste	Click the expansion arrow to display the following options:
Paste/Ctrl+V	Pastes the contents of the Clipboard into the active chart.
Paste As New Document	Pastes the contents of the Clipboard into a new chart.
Cut/Ctrl+X	Removes whatever is selected and places it on the Clipboard.
Copy	Click the expansion arrow to display the following options:
Copy/Ctrl+C	Copies selection and places it on the Clipboard.
Copy Contents	Copies the contents of a selected chart box and places it on the Clipboard.
Copy Format	Copies the format of a selected chart box and places it on the Clipboard.

Font Section

The Font section controls the style, size, and formatting of the selected text.

· Font dropdown menu (Ctrl+J): Use the dropdown menu to change the font face.

· Font size dropdown menu (Ctrl+J): Use the dropdown menu to change the font size.

· Bold (Ctrl-B): Make the selected text bold.

· Italic (Ctrl-I): Italicize the selected text.

· Underline (Ctrl-U): Underline the selected text.

· Alignment: Click to align the selected text left, right, or center.

· Field border style: Click the expansion arrow to change the border style of the selected field.

· Format: Modify font properties for all occurances of the selected field.

· Font color: Click the expansion arrow to change the color of the selected font.

· Field fill color: Click the expansion arrow to select a fill color for the selected field.

Styles Section

Commands/Shortcuts	Description
Chart Styles	Modifies the branch style for selected boxes. Click the expansion arrow to choose a style.
Optimize Branch Styles	Reformats the branches in your chart to optimize the distribution of boxes on a page. Select whether to apply the branch style to the entire chart or the active sub-chart.
Conditional Formatting	Sets the format of boxes or fields based on a set of conditions.
Spacing	Adjusts the spacing between boxes.
Chart Rules	Modifies the branch style for all boxes that meet a set of user defined criteria.

Fields & Formulas Section

The Fields and Formulas section allows you to work with the fields in your chart.

Commands/Shortcuts	Description
Define Fields	Adds, deletes, or modifies the fields in the current project.
Define Constants	Adds, deletes, or modifies constants that can be referenced throughout the project.
Identify Fields	Map your data source fields to predefined fields.
Calculation Options	Change the settings for calculating options. Click the expansion arrow to choose an option:
Auto Recalculation	Automatically recalculates all formulas each time the chart is changed.
Recalculate Formulas	If automatic recalculation is turned off, select this option to update all calculated fields.

Chart Section

The Chart section allows you to edit the chart properties.

Commands/Shortcuts	Description
Chart Properties	Modifies chart properties such as background, border and border shadow. Click the expansion arrow to display options.

Editing Section

The Editing section contains basic editing options, selection and search options.

Command/Shortcut	Description
Select	Selects objects as described below:
All /Ctrl+A	All chart boxes and lines.
All Assistants	All Assistant boxes.
All Co-Managers	All Manager boxes that share the same subordinates.
All Managers	All boxes that have subordinates.
All Non-Managers	All boxes that are subordinates or assistants.
Direct Reports	All boxes that are connected directly to the selected box.
Peers/Ctrl+G	All boxes that report to the same manager as the selected box.
Branch/Ctrl+B	Selected box and all descendent boxes.
Lowest Level	All boxes that are on the last shown level.
All Locked Boxes	All boxes that are locked from data refresh.
All Hidden Boxes	All boxes that are hidden from view.
All Connecting Lines	All the connecting lines between boxes.
All Hidden Connecting Lines	All the hidden connecting lines.
All Auxiliary Lines	All the auxiliary lines.
All Labels	All labels.
All Free Floating Objects	All free floating objects.
All Anchored Objects	All free floating objects that are anchored to boxes.
All Multi-Record Boxes	All boxes that are marked as multi-record boxes.
All Single-Record Boxes	All boxes that contain single records.
Select Fields	Selects a specific field(s) within boxes.
Select Levels	Selects all the boxes in a specified set of levels.
Find	Click the expansion arrow to select one of the following options:
Find/Ctrl+F	Locates occurrences of a string.
Find Next	Finds the next occurrence of a string.
Replace/Ctrl+R	Replaces occurrences of a string with another string.
Find by Photo/ Ctrl+E	Find a box by selecting from a list of photos.