OrgPlus 7 User Guide

OrgPlus User Guide
5 If you want to use one of your text delimiters as a literal character, precede it
with an escape character.
For example, if a field value contains a double-quotation mark, place a backslash
(\) in front of it so that OrgPlus knows it is a literal quote character and not the
delimiter for a field.
6 Each record must contain a Position field and a Reports To field. Otherwise,
the import wizard cannot determine the relationship between records.
7 You can create a header row that tells OrgPlus the names of the fields in the
Text or Excel file.
If you create a header row, it must be the first row in the file. Instead of field
values, the fields in this row contain the names of the fields themselves, for
example: employee name, position, reports to, and title.
8 Make sure there are no blank lines in the file.
Including Advanced Data Fields
Your source can also include Advanced Data Fields. Advanced data fields automate
chart formatting and can be used to identify assistant boxes, insert sub-chart
breaks, hide branches, or specify the chart styles of selected branches. In addition,
advanced data fields can also be used to identify rows to ignore during the import
process.
In order to use advanced data fields, you must include a header row in your import
file. The header must with contain columns that correspond to each utilized
advanced data field. If you are importing from a database, the fields in the source
database table (or view) must be named to match an advanced data field. A typical
Excel import file would be constructed as follows:
ID ReportsTo Name Title IsAssistant BreakAt
1 Lynn Brewer CEO 0 0
2 1 Larry Stevens Assistant 1 0
3 1 Claire Chancellor VP 0 1
The following sections describe the available advanced data fields:
IsAssistant page 9-5
BreakAt page 9-5
CollapseAt page 9-5
BranchStyle page 9-6
Sequence Page 9-7
9-4 Importing Data